Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Portfolio Solutions, LLC

  • VTI
  • VTEB
  • IJS
  • VPL
  • VGK
  • VNQ
  • BND
Portfolio Solutions, LLC's Q3 2022 Portfolio
Portfolio Value 792 Million
Stocks 55
Filing on May 14, 2025 Q1 2025

Sunriver Management LLC

  • IAS
  • PFGC
  • WEX
  • HURN
  • FIS
  • FA
  • BOX
Sunriver Management LLC's Q1 2025 Portfolio
Portfolio Value 791 Million
Stocks 22
Filing on Apr 25, 2025 Q1 2025

Lodestar Private Asset Management LLC

  • IVV
  • QQQ
  • SCHD
  • AAPL
  • QQQM
  • SPAB
  • VIG
Lodestar Private Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 791 Million
Stocks 216
Filing on May 01, 2025 Q1 2025

Oxbow Advisors, LLC

  • EDV
  • IAU
  • EPD
  • MSFT
  • AAPL
  • GOOG
  • MPLX
Oxbow Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 206
Filing on Apr 23, 2025 Q1 2025

Sheets Smith Wealth Management

  • VOO
  • IVV
  • KO
  • V
  • GOOG
  • AMZN
  • SCHX
Sheets Smith Wealth Management's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 356
Filing on Apr 29, 2025 Q1 2025

Jackson Thornton Asset Management, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFIV
  • DFAX
  • VGIT
  • DISV
Jackson Thornton Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 187
Filing on May 09, 2025 Q1 2025

Manchester Capital Management LLC

  • SPY
  • AAPL
  • UPS
  • TROW
  • VOO
  • AMZN
  • DSI
Manchester Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 1175
Filing on Apr 09, 2025 Q1 2025

Lvw Advisors, LLC

  • SCHD
  • HEFA
  • SCHO
  • VONG
  • STIP
  • VUG
  • BIV
Lvw Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 788 Million
Stocks 298
Filing on May 15, 2025 Q1 2025

True Private Wealth Advisors

  • RSP
  • FLOT
  • AGZ
  • IXUS
  • FDL
  • IBTL
  • IBTJ
True Private Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 788 Million
Stocks 232
Filing on May 06, 2025 Q1 2025

Lincluden Management LTD

  • TD
  • RY
  • TRP
  • BCE
  • CNI
  • BNS
  • PBA
Lincluden Management LTD's Q1 2025 Portfolio
Portfolio Value 787 Million
Stocks 72
Filing on May 14, 2025 Q1 2025

Mason Street Advisors, LLC

  • AGG
  • IVV
  • SPTL
  • IEFA
  • SPMD
  • SPSM
  • SCHH
Mason Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 786 Million
Stocks 13
Filing on May 13, 2025 Q1 2025

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SHYG
  • GOOGL
Paradigm Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 336
Filing on Apr 10, 2025 Q1 2025

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SPHQ
Kwb Wealth's Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 149
Filing on Apr 29, 2025 Q1 2025

Pekin Hardy Strauss, Inc.

  • PHYS
  • BRK-B
  • XOM
  • CCJ
  • AAPL
  • CEF
  • GDX
Pekin Hardy Strauss, Inc.'s Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 360
Filing on May 15, 2025 Q1 2025

Tensile Capital Management LP

  • VERX
  • DKS
  • LAD
  • QTWO
  • VVV
  • CCK
  • USFD
Tensile Capital Management LP's Q1 2025 Portfolio
Portfolio Value 784 Million
Stocks 18
Filing on Apr 08, 2025 Q1 2025

Abner Herrman & Brock LLC

  • NVDA
  • IBM
  • NFLX
  • JPM
  • MSFT
  • AMZN
  • MS
Abner Herrman & Brock LLC's Q1 2025 Portfolio
Portfolio Value 783 Million
Stocks 53
Filing on Apr 25, 2025 Q1 2025

Wt Asset Management LTD

  • TPR
  • META
  • AMZN
  • BABA
  • NFLX
  • PDD
  • SAP
Wt Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 782 Million
Stocks 28
Filing on May 12, 2025 Q1 2025

Clean Energy Transition LLP

  • NVT
  • SWK
  • FSLR
  • FSLR
  • EMR
  • WMB
  • WY
Clean Energy Transition LLP's Q1 2025 Portfolio
Portfolio Value 782 Million
Stocks 13