Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Stadion Money Management, LLC
- SPLG
- SPDW
- BKLC
- SPEM
- BKAG
- SPSM
- SPAB
Filing on May 14, 2025
Q1 2025
Heritage Financial Services, LLC
- VGIT
- IDEV
- DFAC
- JPIE
- DFEM
- USRT
- ITOT
Filing on May 15, 2025
Q1 2025
Clearlake Capital Group, L.P.
- BLKB
- BL
- FWRD
- GRAB
- HLLY
- GRABW
Filing on May 15, 2025
Q1 2025
Hg Vora Capital Management, LLC
- FAF
- PENN
- R
- DRVN
- CZR
- MGM
- BYD
Filing on Apr 09, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Tbh Global Asset Management, LLC
- IVV
- AAPL
- FTEC
- JMUB
- BRK-B
- GOOG
- VYM
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 10, 2025
Q1 2025
Trinity Street Asset Management LLP
- HDB
- RYAAY
- TSM
- ICLR
- MSFT
- GOOGL
- CI
Filing on May 15, 2025
Q1 2025
Petrus Trust Company, Lta
- SPY
- UNH
- MSFT
- AMZN
- AZO
- CRM
- AON
Filing on Apr 29, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Transamerica Financial Advisors, Inc.
- VV
- BND
- QQQ
- VO
- VEA
- SCHX
- PRN
Filing on Apr 25, 2025
Q1 2025
Canandaigua National Bank & Trust CO
- IUSV
- SPYG
- SPY
- FNDF
- MSFT
- MDYV
- AAPL
Filing on May 05, 2025
Q1 2025
Sns Financial Group, LLC
- QUAL
- SCHF
- IEI
- DGRW
- OEF
- SCHB
- SPY
Filing on May 08, 2025
Q1 2025
Clearwater Capital Advisors, LLC
- NEAR
- DGRW
- LRGF
- SCHO
- INTF
- IGSB
- SPDW
Filing on May 13, 2025
Q1 2025
Texas Capital Bank Wealth Management Services Inc
- VOO
- NVDA
- IEFA
- AAPL
- IWR
- IJH
- TCBI
Filing on May 08, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Liberty One Investment Management, LLC
- CAH
- LNT
- DUK
- SO
- KO
- MCD
- JNJ
Filing on Apr 28, 2025
Q1 2025