Largest Portfolios by Value

Filing on Apr 10, 2025 Q1 2025

Amplius Wealth Advisors, LLC

  • IOO
  • PVAL
  • TMFC
  • RECS
  • JHMM
  • IJR
  • QQQ
Amplius Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 881 Million
Stocks 183
Filing on May 14, 2025 Q1 2025

Ally Financial Inc.

  • RSP
  • TLT
  • IJR
  • MSFT
  • FXI
  • GOOGL
  • SPY
Ally Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 879 Million
Stocks 109
Filing on May 06, 2025 Q1 2025

Advisor Os, LLC

  • VOO
  • VIG
  • IEF
  • MINT
  • AAPL
  • NOC
  • SPAB
Advisor Os, LLC's Q1 2025 Portfolio
Portfolio Value 878 Million
Stocks 1739
Filing on Nov 14, 2023 Q3 2023

Icon Wealth Partners, LLC

  • IVV
  • ACN
  • IUSB
  • EFV
  • EFG
  • MUB
  • QUAL
Icon Wealth Partners, LLC's Q3 2023 Portfolio
Portfolio Value 878 Million
Stocks 391
Filing on May 07, 2025 Q1 2025

First Heartland Consultants, Inc.

  • SPLG
  • ACIO
  • SPY
  • UCON
  • DRSK
  • SPDW
  • OSCV
First Heartland Consultants, Inc.'s Q1 2025 Portfolio
Portfolio Value 877 Million
Stocks 439
Filing on Apr 08, 2025 Q1 2025

Cannae Holdings, Inc.

  • DNB
  • ALIT
  • SST
  • RPD
Cannae Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 877 Million
Stocks 5
Filing on May 14, 2025 Q1 2025

Goodnow Investment Group, LLC

  • CVNA
  • GDDY
  • CACC
  • FOUR
  • EXPE
  • SNX
  • PYPL
Goodnow Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 876 Million
Stocks 23
Filing on May 15, 2025 Q1 2025

Optimus Prime Fund Management Co., Ltd.

  • FROG
  • SNOW
  • ESTC
  • CFLT
  • OKTA
  • ZS
  • BRZE
Optimus Prime Fund Management Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 875 Million
Stocks 24
Filing on Jul 25, 2023 Q2 2023

Leo Brokerage, LLC

  • JNJ
  • AVUS
  • ESGV
  • AAPL
  • VSGX
  • AMZN
  • GSLC
Leo Brokerage, LLC's Q2 2023 Portfolio
Portfolio Value 875 Million
Stocks 313
Filing on Apr 09, 2025 Q1 2025

Vantagepoint Investment Advisers LLC

  • AGG
  • TLT
  • SPHY
  • IVV
  • VCSH
  • BSV
  • IGSB
Vantagepoint Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 874 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Kingdon Capital Management, L.L.C.

  • SPY
  • QQQ
  • SNDX
  • XRT
  • IP
  • THC
  • MMM
Kingdon Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 874 Million
Stocks 67
Filing on Apr 10, 2025 Q1 2025

West Coast Financial LLC

  • IJR
  • SCHO
  • IVV
  • SCHR
  • AAPL
  • MBB
  • MA
West Coast Financial LLC's Q1 2025 Portfolio
Portfolio Value 874 Million
Stocks 162
Filing on May 08, 2025 Q1 2025

Certified Advisory Corp

  • VUG
  • COWZ
  • QQQ
  • VTV
  • IVV
  • FBND
  • FNDX
Certified Advisory Corp's Q1 2025 Portfolio
Portfolio Value 873 Million
Stocks 295
Filing on May 05, 2025 Q1 2025

Arrow Financial Corp

  • VOO
  • QQQ
  • IJH
  • AROW
  • SPYV
  • IJR
  • IDEV
Arrow Financial Corp's Q1 2025 Portfolio
Portfolio Value 872 Million
Stocks 310
Filing on May 14, 2025 Q1 2025

Ws Management Lllp

  • BRK-A
  • TXN
  • BRK-B
  • TLT
  • AMZN
  • TLT
  • GLD
Ws Management Lllp's Q1 2025 Portfolio
Portfolio Value 872 Million
Stocks 45
Filing on May 15, 2025 Q1 2025

Bramshill Investments, LLC

  • NEAR
  • TLT
  • FTSM
  • MINT
  • SLQD
  • NAD
  • NEA
Bramshill Investments, LLC's Q1 2025 Portfolio
Portfolio Value 871 Million
Stocks 136
Filing on Apr 10, 2025 Q1 2025

Beacon Financial Group

  • DGRW
  • IVV
  • VYM
  • BIL
  • BRK-B
  • FDL
  • TFLO
Beacon Financial Group's Q1 2025 Portfolio
Portfolio Value 869 Million
Stocks 334
Filing on May 13, 2025 Q1 2025

Altra Vue Capital, LLC

  • SNEX
  • VSEC
  • PLUS
  • TBK
  • PLTR
  • WINA
  • BKR
Altra Vue Capital, LLC's Q1 2025 Portfolio
Portfolio Value 869 Million
Stocks 48