Largest Portfolios by Value

Filing on May 02, 2025 Q1 2025

Bridgewater Advisors Inc.

  • JPST
  • AVLV
  • AVUS
  • VCIT
  • VTI
  • AAPL
  • SPY
Bridgewater Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 399
Filing on May 05, 2025 Q1 2025

Financial Advisory Service, Inc.

  • JEPI
  • RSP
  • MDYV
  • EFG
  • AVLV
  • MDYG
  • CORT
Financial Advisory Service, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 429
Filing on Feb 13, 2025 Q4 2024

Executive Wealth Management, LLC

  • ITOT
  • VMBS
  • AAPL
  • VGIT
  • SPYG
  • GSIE
  • SPLG
Executive Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 378
Filing on Oct 10, 2024 Q3 2024

Afs Financial Group, LLC

  • FBND
  • VIG
  • TFLO
  • AOR
Afs Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 4
Filing on Apr 21, 2025 Q1 2025

Sofi Wealth, LLC

  • IVV
  • IVW
  • IVE
  • DYNF
  • VEA
  • MUB
  • IUSB
Sofi Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 40
Filing on May 02, 2025 Q1 2025

Tributary Capital Management, LLC

  • ITGR
  • OLLI
  • NPO
  • SIGI
  • ESE
  • PATK
  • MC
Tributary Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 167
Filing on May 09, 2025 Q1 2025

Technology Crossover Management Ix, Ltd.

  • SRAD
  • Z
  • LZ
  • TRIP
  • PTON
  • ZG
Technology Crossover Management Ix, Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 6
Filing on May 14, 2025 Q1 2025

Sandhill Capital Partners LLC

  • BIL
  • PANW
  • GE
  • ISRG
  • NOW
  • TYL
  • UBER
Sandhill Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 94
Filing on May 09, 2025 Q1 2025

Express CO American

  • GBTG
  • CARV
Express CO American's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 3
Filing on May 08, 2025 Q1 2025

Main Street Financial Solutions, LLC

  • VTI
  • SCHD
  • SCHG
  • NMM
  • AAPL
  • SPY
  • SCHX
Main Street Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 513
Filing on May 15, 2025 Q1 2025

Cartenna Capital, LP

  • DOV
  • AMZN
  • MMM
  • CYBR
  • PH
  • URI
  • PKG
Cartenna Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 37
Filing on Apr 24, 2025 Q1 2025

Mcdaniel Terry & CO

  • MSFT
  • AAPL
  • ADP
  • TSM
  • NDSN
  • ITW
  • ECL
Mcdaniel Terry & CO's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 99
Filing on Apr 18, 2025 Q1 2025

Hemenway Trust CO LLC

  • AAPL
  • MA
  • MSFT
  • ABT
  • NVDA
  • GOOGL
  • AMZN
Hemenway Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 127
Filing on May 14, 2025 Q1 2025

Eqis Capital Management, Inc.

  • SPY
  • DUHP
  • VTV
  • IVLU
  • DFIC
  • BIL
  • KVLE
Eqis Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 838
Filing on Apr 02, 2025 Q1 2025

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • JAAA
  • SCHA
  • IJH
  • IEFA
Marcum Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 405
Filing on Apr 16, 2025 Q1 2025

Verity & Verity, LLC

  • GILD
  • ABBV
  • AVGO
  • CVX
  • RTX
  • JPM
  • AMGN
Verity & Verity, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 128
Filing on Apr 10, 2025 Q1 2025

Nixon Peabody Trust CO

  • IDEV
  • AVLV
  • MSFT
  • AAPL
  • IWB
  • MSA
  • NVDA
Nixon Peabody Trust CO's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 153
Filing on May 15, 2025 Q1 2025

Main Management LLC

  • SPY
  • BUYW
  • XLC
  • QQQ
  • SMH
  • IJK
  • TMAT
Main Management LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 114