Largest Portfolios by Value

Filing on Oct 25, 2022 Q3 2022

Hightower 6 M Holding, LLC

  • SIXH
  • SIXA
  • SIXL
  • SIXS
  • JPST
  • SXQG
  • ITOT
Hightower 6 M Holding, LLC's Q3 2022 Portfolio
Portfolio Value 1.11 Billion
Stocks 234
Filing on May 13, 2025 Q1 2025

Colonial Trust Advisors

  • AAPL
  • MSFT
  • IVV
  • LLY
  • V
  • JPM
  • AMZN
Colonial Trust Advisors's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 675
Filing on Feb 09, 2024 Q4 2023

Connolly Sarah T.

  • MSFT
  • NEE
  • PG
  • ABT
Connolly Sarah T.'s Q4 2023 Portfolio
Portfolio Value 1.11 Billion
Stocks 4
Filing on May 08, 2025 Q1 2025

Gsa Capital Partners LLP

  • GOOGL
  • PGR
  • BX
  • CSX
  • PARA
  • LC
  • NEE
Gsa Capital Partners LLP's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 1596
Filing on May 01, 2025 Q1 2025

Weatherly Asset Management L. P.

  • LLY
  • AAPL
  • AMZN
  • NFLX
  • MSFT
  • FBND
  • JMST
Weatherly Asset Management L. P.'s Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 179
Filing on Apr 17, 2025 Q1 2025

1900 Wealth Management LLC

  • SPLG
  • JAAA
  • DFUS
  • IVV
  • QUAL
  • SPMD
  • MTUM
1900 Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 214
Filing on May 15, 2025 Q1 2025

Park West Asset Management LLC

  • KEX
  • Z
  • LAD
  • META
  • MLNK
  • ALV
  • TIGO
Park West Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 48
Filing on May 15, 2025 Q1 2025

Monarch Alternative Capital LP

  • SPY
  • QQQ
  • SATS
  • COMM
Monarch Alternative Capital LP's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Beaird Harris Wealth Management, LLC

  • DFCF
  • DFSD
  • AVLV
  • VOO
  • DFUV
  • AVUV
  • DUHP
Beaird Harris Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 508
Filing on May 08, 2025 Q1 2025

Trivest Advisors LTD

  • BABA
  • PDD
  • TCOM
  • FUTU
  • META
  • SE
  • MU
Trivest Advisors LTD's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 21
Filing on May 13, 2025 Q1 2025

Cypress Funds LLC

  • QQQ
  • AMZN
  • MSFT
  • FICO
  • SPGI
  • META
  • NVDA
Cypress Funds LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 16
Filing on Nov 10, 2022 Q3 2022

Agf Investments LLC

  • XLK
  • XLV
  • XLF
  • XLE
  • XLC
  • BIL
  • XLB
Agf Investments LLC's Q3 2022 Portfolio
Portfolio Value 1.09 Billion
Stocks 287
Filing on Apr 25, 2025 Q1 2025

Washington Trust Advisors, Inc.

  • AAPL
  • V
  • PWR
  • META
  • PANW
  • AMZN
  • BRK-B
Washington Trust Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 773
Filing on Apr 28, 2025 Q1 2025

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VWO
  • VEA
  • VB
  • IEMG
  • RWJ
Fusion Family Wealth LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 44
Filing on May 14, 2025 Q1 2025

Quantitative Investment Management, LLC

  • XLE
  • XLF
  • XLP
  • XLY
  • UNH
  • GDX
  • XLU
Quantitative Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 316
Filing on May 15, 2025 Q1 2025

Parkwood LLC

  • VTI
  • XBI
  • NVO
  • JPM
  • TLT
  • PGR
  • MSFT
Parkwood LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 111
Filing on Apr 14, 2025 Q1 2025

Charter Oak Capital Management, LLC

  • IVV
  • AGG
  • VXUS
  • BSV
  • VXF
  • IGIB
  • VEU
Charter Oak Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 200
Filing on Apr 08, 2025 Q1 2025

Btc Capital Management, Inc.

  • BND
  • AAPL
  • MSFT
  • EFA
  • NVDA
  • IWF
  • GOOGL
Btc Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 531