Largest Portfolios by Value

Filing on Apr 09, 2025 Q1 2025

Fragasso Group Inc.

  • IVV
  • QUAL
  • SCHM
  • IEFA
  • AAPL
  • VOO
  • JAAA
Fragasso Group Inc.'s Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 265
Filing on May 12, 2025 Q1 2025

Founders Financial Securities LLC

  • SPYG
  • SPYV
  • SCHD
  • AGG
  • VEA
  • SSUS
  • IJR
Founders Financial Securities LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 460
Filing on May 12, 2025 Q1 2025

Beaumont Financial Advisors, LLC

  • AAPL
  • IVV
  • MSFT
  • GOOGL
  • IJH
  • SGOV
  • BRK-B
Beaumont Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 368
Filing on May 14, 2025 Q1 2025

Goldentree Asset Management LP

  • BHC
  • MGM
  • BXP
  • SEAS
  • OC
  • WBD
  • NCLH
Goldentree Asset Management LP's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 34
Filing on Apr 09, 2025 Q1 2025

Fulton Bank, N.A.

  • AAPL
  • MSFT
  • FULT
  • NVDA
  • VOO
  • IWF
  • AMZN
Fulton Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 1065
Filing on May 09, 2025 Q1 2025

Alpha Core Capital LLC

  • MPLX
  • DSTL
  • IWV
  • IXUS
  • COWZ
  • GLD
  • VOO
Alpha Core Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 771
Filing on May 15, 2025 Q1 2025

Blue Chip Partners, Inc.

  • FBND
  • AAPL
  • JPM
  • ABBV
  • MSFT
  • AVGO
  • GOOG
Blue Chip Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 160
Filing on Jan 27, 2025 Q4 2024

Eagle Ridge Investment Management

  • AVGO
  • VGSH
  • MSFT
  • META
  • GOOGL
  • ORLY
  • UNH
Eagle Ridge Investment Management's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 148
Filing on Apr 08, 2025 Q1 2025

Beese Fulmer Investment Management, Inc.

  • AAPL
  • MSFT
  • MA
  • AMZN
  • BRK-B
  • AVGO
  • ORLY
Beese Fulmer Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 252
Filing on May 14, 2025 Q1 2025

Himension Capital (Singapore) Pte. Ltd.

  • NVDA
  • TSM
  • AAPL
  • AMZN
  • TLT
  • MSFT
  • AVGO
Himension Capital (Singapore) Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 61
Filing on May 15, 2025 Q1 2025

Highland Capital Management Fund Advisors, L.P.

  • NREF
  • ITCI
  • PDCO
  • JWN
  • PYCR
  • BECN
  • SWI
Highland Capital Management Fund Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 116
Filing on Apr 29, 2025 Q1 2025

Novare Capital Management LLC

  • SPY
  • MSFT
  • AAPL
  • IVV
  • WMT
  • BRK-B
  • GOOGL
Novare Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 188
Filing on May 02, 2025 Q1 2025

Stack Financial Management, Inc

  • WMT
  • MSFT
  • BRK-B
  • CVX
  • ACN
  • AEM
  • PWR
Stack Financial Management, Inc's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 53
Filing on May 08, 2025 Q1 2025

Spc Financial, Inc.

  • RSP
  • GSEW
  • IEFA
  • USFR
  • IQDG
  • JMBS
  • QUAL
Spc Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 261
Filing on Apr 30, 2025 Q1 2025

Mar Vista Investment Partners LLC

  • MSFT
  • TDG
  • AAPL
  • AMZN
  • V
  • SAP
  • INTU
Mar Vista Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 56
Filing on Feb 13, 2023 Q4 2022

Trustcore Financial Services, LLC

  • SPY
  • HCA
  • EFA
  • NEAR
  • VTV
  • VO
  • VB
Trustcore Financial Services, LLC's Q4 2022 Portfolio
Portfolio Value 1.13 Billion
Stocks 1042
Filing on May 15, 2025 Q1 2025

No Street Gp LP

  • GTLS
  • APP
  • UBER
  • PGR
  • CVNA
  • KMPR
  • TWLO
No Street Gp LP's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 27
Filing on May 09, 2025 Q1 2025

American Assets Investment Management, LLC

  • XOM
  • BAC
  • AAPL
  • JPM
  • WFC
  • MSFT
  • CVX
American Assets Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 146