Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Avestar Capital, LLC

  • NVDA
  • GOOG
  • AAPL
  • META
  • AMZN
  • MSFT
  • ULST
Avestar Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 485
Filing on May 08, 2025 Q1 2025

Shufro Rose & CO LLC

  • IBDU
  • IVV
  • AAPL
  • GLW
  • MSFT
  • LLY
  • BRK-B
Shufro Rose & CO LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 313
Filing on May 09, 2025 Q1 2025

Bouchey Financial Group LTD

  • QQQ
  • SCHB
  • SCHD
  • DGRW
  • DUHP
  • AAPL
  • AGG
Bouchey Financial Group LTD's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 138
Filing on May 13, 2025 Q1 2025

Hilton Capital Management, LLC

  • MBB
  • JAAA
  • VCSH
  • JEPQ
  • PFF
  • VCIT
  • JEPI
Hilton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 160
Filing on May 12, 2025 Q1 2025

Austin Private Wealth, LLC

  • SPLG
  • QUAL
  • IVW
  • DYNF
  • VONE
  • IVE
  • EFV
Austin Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 301
Filing on Apr 22, 2025 Q1 2025

Narwhal Capital Management

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • IAU
Narwhal Capital Management's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 161
Filing on May 13, 2025 Q1 2025

Soltis Investment Advisors LLC

  • MSFT
  • AAPL
  • BND
  • SNFCA
  • SPY
  • IVV
  • JPST
Soltis Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 370
Filing on Apr 10, 2025 Q1 2025

Grassi Investment Management

  • NVDA
  • AAPL
  • LLY
  • MSFT
  • AMAT
  • V
  • PLD
Grassi Investment Management's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 122
Filing on Apr 01, 2025 Q1 2025

Cacti Asset Management LLC

  • AAPL
  • AXP
  • GS
  • CB
  • J
  • MRK
  • DIS
Cacti Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 77
Filing on May 07, 2025 Q1 2025

Sheaff Brock Investment Advisors, LLC

  • AAPL
  • NVDA
  • LLY
  • MSFT
  • AMZN
  • IPDP
  • IBM
Sheaff Brock Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 461
Filing on May 14, 2025 Q1 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • UPS
  • IYR
Tcm Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 66
Filing on Jul 30, 2024 Q2 2024

Private Ocean, LLC

  • DFAC
  • IUSB
  • VCSH
  • DFAE
  • JNK
  • DFAI
  • AAPL
Private Ocean, LLC's Q2 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 633
Filing on May 15, 2025 Q1 2025

Vista Equity Partners Management, LLC

  • JAMF
  • IAS
Vista Equity Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Styrax Capital, LP

  • META
  • AMZN
  • NFLX
  • MA
  • SPOT
  • DOCU
  • NVDA
Styrax Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 9
Filing on May 14, 2025 Q1 2025

Voss Capital, LLC

  • PAR
  • SEAS
  • GFF
  • GENI
  • EEFT
  • RTO
  • CLBT
Voss Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 56
Filing on May 14, 2025 Q1 2025

United Asset Strategies, Inc.

  • AAPL
  • XLK
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
United Asset Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 234
Filing on May 07, 2025 Q1 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • COST
  • MSFT
  • QCOM
  • ABBV
Marco Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 214
Filing on May 15, 2025 Q1 2025

Founders Fund V Management, LLC

  • RGTI
  • RFL
Founders Fund V Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 3