Largest Portfolios by Value

Filing on Apr 09, 2025 Q1 2025

American National Bank

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • BRK-B
  • GSSC
  • WMT
American National Bank's Q1 2025 Portfolio
Portfolio Value 857 Million
Stocks 599
Filing on May 14, 2025 Q1 2025

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IEFA
  • IVV
  • DFIS
  • DFUV
Wescott Financial Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 857 Million
Stocks 189
Filing on May 05, 2025 Q1 2025

Denali Advisors LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOG
  • ARCC
Denali Advisors LLC's Q1 2025 Portfolio
Portfolio Value 856 Million
Stocks 274
Filing on Apr 30, 2025 Q1 2025

Van Cleef Asset Management,Inc

  • PGR
  • AAPL
  • VXF
  • MSFT
  • PLTR
  • GOOGL
  • LAMR
Van Cleef Asset Management,Inc's Q1 2025 Portfolio
Portfolio Value 856 Million
Stocks 116
Filing on May 15, 2025 Q1 2025

Casdin Capital, LLC

  • BLFS
  • RVMD
  • LAB
  • RNA
  • SRPT
  • ILMN
  • ALNY
Casdin Capital, LLC's Q1 2025 Portfolio
Portfolio Value 855 Million
Stocks 44
Filing on Apr 16, 2025 Q1 2025

Randolph CO Inc

  • AVGO
  • BIL
  • BX
  • JPM
  • COST
  • GLW
  • CTAS
Randolph CO Inc's Q1 2025 Portfolio
Portfolio Value 854 Million
Stocks 45
Filing on Apr 22, 2025 Q1 2025

David Katz

Matrix Asset Advisors Inc
  • MSFT
  • JPM
  • BK
  • MDT
  • AAPL
  • MS
  • AMGN
David Katz's Q1 2025 Portfolio
Portfolio Value 854 Million
Stocks 105
Filing on May 13, 2025 Q1 2025

Stokes Family Office, LLC

  • VIG
  • AAPL
  • IUSB
  • SCHR
  • IVW
  • DYNF
  • MSFT
Stokes Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 854 Million
Stocks 234
Filing on May 01, 2025 Q1 2025

Schechter Investment Advisors, LLC

  • VTV
  • VXUS
  • VUG
  • JAAA
  • SPY
  • MRK
  • AAPL
Schechter Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 853 Million
Stocks 1410
Filing on Oct 25, 2023 Q3 2023

Mastrapasqua Asset Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • LLY
  • META
  • GOOG
Mastrapasqua Asset Management Inc's Q3 2023 Portfolio
Portfolio Value 853 Million
Stocks 149
Filing on Apr 11, 2025 Q1 2025

Sea Crest Wealth Management, LLC

  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AMZN
  • GOOG
  • BRK-B
Sea Crest Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 852 Million
Stocks 657
Filing on May 14, 2025 Q1 2025

Nishkama Capital, LLC

  • SPY
  • TSM
  • WMT
  • ADBE
  • COST
  • TGT
  • PAYX
Nishkama Capital, LLC's Q1 2025 Portfolio
Portfolio Value 852 Million
Stocks 49
Filing on May 15, 2025 Q1 2025

Omni Event Management LTD

  • HES
  • BERY
  • ITCI
  • FYBR
  • CHX
  • K
  • DFS
Omni Event Management LTD's Q1 2025 Portfolio
Portfolio Value 851 Million
Stocks 20
Filing on May 01, 2025 Q1 2025

Rational Advisors LLC

  • SPAB
  • BND
  • AGG
  • IVV
  • MLPX
  • QQQM
  • VIG
Rational Advisors LLC's Q1 2025 Portfolio
Portfolio Value 851 Million
Stocks 131
Filing on May 15, 2025 Q1 2025

Fort Point Capital Partners LLC

  • SPY
  • AGG
  • VOO
  • BIL
  • VTEB
  • MUB
  • IVV
Fort Point Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 851 Million
Stocks 303
Filing on Jan 31, 2023 Q4 2022

Bank Of The West

  • AAPL
  • MSFT
  • GOOGL
  • EFA
  • SPY
  • EEM
  • JPM
Bank Of The West's Q4 2022 Portfolio
Portfolio Value 851 Million
Stocks 366
Filing on Apr 30, 2024 Q1 2024

Strategic Wealth Partners Group LLC

  • IWF
  • IVE
  • IWD
  • VTI
  • SPY
  • IVW
  • IJR
Strategic Wealth Partners Group LLC's Q1 2024 Portfolio
Portfolio Value 851 Million
Stocks 70
Filing on Apr 14, 2025 Q1 2025

Tanglewood Wealth Management, Inc.

  • VTI
  • IEI
  • VEA
  • IAU
  • IEF
  • GLD
  • QQQ
Tanglewood Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 850 Million
Stocks 36