Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Compass Ion Advisors, LLC

  • VTI
  • SPLG
  • IXUS
  • IUSB
  • DRSK
  • FBND
  • DGRO
Compass Ion Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 264
Filing on Apr 22, 2025 Q1 2025

Center For Financial Planning, Inc.

  • VOO
  • AGG
  • IEFA
  • VBR
  • VB
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 700
Filing on May 06, 2025 Q1 2025

Unison Advisors LLC

  • AVUV
  • AVDV
  • VTV
  • FNDE
  • QUAL
  • DGS
  • IQLT
Unison Advisors LLC's Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 175
Filing on Apr 21, 2025 Q1 2025

Cabot Wealth Management Inc

  • AAPL
  • BRK-B
  • IEI
  • MBB
  • SONY
  • MELI
  • HDB
Cabot Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 780 Million
Stocks 127
Filing on May 15, 2025 Q1 2025

First Light Asset Management, LLC

  • AXGN
  • CNTA
  • NEO
  • TWST
  • HCAT
  • ATRC
  • EWTX
First Light Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 780 Million
Stocks 37
Filing on Apr 22, 2025 Q1 2025

Diversified Portfolios, Inc.

  • VTI
  • ICSH
  • AVDE
  • DFSD
  • FLOT
  • AVEM
  • SPY
Diversified Portfolios, Inc.'s Q1 2025 Portfolio
Portfolio Value 778 Million
Stocks 141
Filing on May 15, 2025 Q1 2025

Sonnipe LTD

  • MNDY
  • META
Sonnipe LTD's Q1 2025 Portfolio
Portfolio Value 777 Million
Stocks 2
Filing on Apr 30, 2025 Q1 2025

Opus Capital Group, LLC

  • VOO
  • SCHF
  • VGIT
  • IJR
  • VGSH
  • AVLV
  • SGOV
Opus Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 777 Million
Stocks 125
Filing on May 01, 2025 Q1 2025

Cortland Associates Inc

  • BKNG
  • KD
  • WTW
  • V
  • FCNCA
  • AMZN
  • CI
Cortland Associates Inc's Q1 2025 Portfolio
Portfolio Value 776 Million
Stocks 56
Filing on Apr 22, 2025 Q1 2025

Synergy Asset Management, LLC

  • MSFT
  • BIL
  • SGOV
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 776 Million
Stocks 1037
Filing on May 09, 2025 Q1 2025

Northern Oak Wealth Management Inc

  • VGSH
  • IVW
  • IVE
  • VCSH
  • VCIT
  • VGIT
  • AAPL
Northern Oak Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 775 Million
Stocks 212
Filing on May 14, 2025 Q1 2025

United Bank

  • HUBB
  • EMXC
  • IJR
  • AAPL
  • AGG
  • MSFT
  • UBSI
United Bank's Q1 2025 Portfolio
Portfolio Value 775 Million
Stocks 264
Filing on May 15, 2025 Q1 2025

Madison Avenue Partners, LP

  • GHC
  • MKL
  • WLY
  • TBPH
  • PCG
  • STGW
  • SAGE
Madison Avenue Partners, LP's Q1 2025 Portfolio
Portfolio Value 774 Million
Stocks 22
Filing on May 01, 2025 Q1 2025

Isthmus Partners, LLC

  • AAPL
  • AMCR
  • AZO
  • MSFT
  • JNJ
  • MCD
  • WRB
Isthmus Partners, LLC's Q1 2025 Portfolio
Portfolio Value 773 Million
Stocks 212
Filing on May 08, 2025 Q1 2025

Parkside Financial Bank & Trust

  • AAPL
  • VONG
  • IWF
  • VONV
  • IWD
  • MSFT
  • BSV
Parkside Financial Bank & Trust's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 4134
Filing on May 15, 2025 Q1 2025

Brigade Capital Management, LP

  • IWM
  • HYG
  • LQD
  • IWM
  • NBR
  • CHK
  • ECVT
Brigade Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 24
Filing on Apr 10, 2025 Q1 2025

Papp L Roy & Associates

  • AAPL
  • MSFT
  • V
  • ORLY
  • ACN
  • GOOG
  • COST
Papp L Roy & Associates's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 174
Filing on May 02, 2025 Q1 2025

Pinkerton Retirement Specialists, LLC

  • SPY
  • DIA
  • IVW
  • GLD
  • SCHX
  • BIV
  • SCHF
Pinkerton Retirement Specialists, LLC's Q1 2025 Portfolio
Portfolio Value 771 Million
Stocks 102