Largest Portfolios by Value

Filing on Apr 17, 2025 Q1 2025

Bfsg, LLC

  • VTI
  • MSFT
  • IAU
  • AAPL
  • NVDA
  • SPY
  • BND
Bfsg, LLC's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 675
Filing on Apr 30, 2025 Q1 2025

Trium Capital LLP

  • SPY
  • FNA
  • ACI
  • KWEB
  • XLI
  • ENFN
  • PYCR
Trium Capital LLP's Q1 2025 Portfolio
Portfolio Value 801 Million
Stocks 55
Filing on May 09, 2025 Q1 2025

Heritage Trust CO

  • AAPL
  • MSFT
  • JNJ
  • VEA
  • SPY
  • ABBV
  • JPM
Heritage Trust CO's Q1 2025 Portfolio
Portfolio Value 801 Million
Stocks 470
Filing on Apr 15, 2025 Q1 2025

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • WMT
  • HD
  • BRK-B
  • MCD
  • JNJ
Bard Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 801 Million
Stocks 209
Filing on May 02, 2025 Q1 2025

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • PAYX
  • AAPL
  • GOOGL
  • PG
Parthenon LLC's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 122
Filing on May 16, 2025 Q1 2025

Ckw Financial Group

  • IVV
  • IEFA
  • IJH
  • MCD
  • IEMG
  • GSEW
  • EMXC
Ckw Financial Group's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 197
Filing on Apr 28, 2025 Q1 2025

Coastline Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IWR
  • IVV
  • VBR
  • AMZN
Coastline Trust CO's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 567
Filing on May 15, 2025 Q1 2025

Fiducient Advisors LLC

  • AON
  • IVV
  • VOO
  • EFA
  • VCIT
  • PCAR
  • VCLT
Fiducient Advisors LLC's Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 154
Filing on Apr 16, 2025 Q1 2025

Griffin Asset Management, Inc.

  • OLED
  • AAPL
  • MSFT
  • V
  • TJX
  • ABBV
  • WFC
Griffin Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 199
Filing on May 15, 2025 Q1 2025

Archon Partners LLC

  • BRK-B
  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • MA
  • V
Archon Partners LLC's Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 38
Filing on May 05, 2025 Q1 2025

Wealth Alliance

  • AAPL
  • IVV
  • IUSB
  • QUAL
  • DYNF
  • IVW
  • MSFT
Wealth Alliance's Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 516
Filing on Apr 23, 2025 Q1 2025

Berkshire Money Management, Inc.

  • SPY
  • QQQ
  • DIA
  • RSP
  • VIG
  • BSV
  • IWF
Berkshire Money Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 796 Million
Stocks 103
Filing on May 07, 2025 Q1 2025

Cornerstone Advisory, LLC

  • JEPI
  • VYM
  • IVV
  • VIG
  • AAPL
  • JAAA
  • GSLC
Cornerstone Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 795 Million
Stocks 229
Filing on Apr 14, 2025 Q1 2025

Toth Financial Advisory Corp

  • MSFT
  • AAPL
  • SYK
  • QLD
  • V
  • REGL
  • NOBL
Toth Financial Advisory Corp's Q1 2025 Portfolio
Portfolio Value 795 Million
Stocks 712
Filing on May 15, 2025 Q1 2025

Abrams Bison Investments, LLC

  • SNX
  • HCA
  • AMAT
  • COF
  • CACC
  • ACHC
  • SLQT
Abrams Bison Investments, LLC's Q1 2025 Portfolio
Portfolio Value 795 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Aip, LLC

  • VVX
  • TWI
Aip, LLC's Q1 2025 Portfolio
Portfolio Value 795 Million
Stocks 2
Filing on May 02, 2025 Q1 2025

Forte Capital LLC

  • AAPL
  • SCHG
  • QUAL
  • VTV
  • AMZN
  • NVDA
  • MA
Forte Capital LLC 's Q1 2025 Portfolio
Portfolio Value 794 Million
Stocks 236
Filing on May 07, 2025 Q1 2025

Portland Global Advisors LLC

  • SPY
  • IJH
  • VGSH
  • SPTS
  • VGIT
  • MDY
  • SPTI
Portland Global Advisors LLC's Q1 2025 Portfolio
Portfolio Value 794 Million
Stocks 130