Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Wealth Shield Partners, LLC

  • IVV
  • SCHF
  • AAPL
  • IVW
  • SCHG
  • IUSB
  • MGK
Wealth Shield Partners, LLC's Q1 2025 Portfolio
Portfolio Value 761 Million
Stocks 533
Filing on May 09, 2025 Q1 2025

Nj State Employees Deferred Compensation Plan

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOG
  • JPM
Nj State Employees Deferred Compensation Plan's Q1 2025 Portfolio
Portfolio Value 761 Million
Stocks 444
Filing on Nov 14, 2022 Q3 2022

Capital Growth Management LP

  • CEIX
  • SIG
  • AR
  • CTRA
  • AMR
  • SWN
  • NOK
Capital Growth Management LP's Q3 2022 Portfolio
Portfolio Value 761 Million
Stocks 50
Filing on May 12, 2025 Q1 2025

Eubel Brady & Suttman Asset Management Inc

  • BRK-B
  • MDT
  • PYPL
  • DIS
  • IFF
  • ZBH
  • KMX
Eubel Brady & Suttman Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 760 Million
Stocks 91
Filing on Apr 21, 2025 Q1 2025

Hcr Wealth Advisors

  • AAPL
  • VYM
  • VUG
  • IJR
  • NVDA
  • IVV
  • MSFT
Hcr Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 759 Million
Stocks 230
Filing on Apr 15, 2025 Q1 2025

Capital Advisors, Ltd. LLC

  • SPY
  • IWF
  • VIG
  • QUAL
  • IWD
  • USMV
  • VTI
Capital Advisors, Ltd. LLC's Q1 2025 Portfolio
Portfolio Value 759 Million
Stocks 1508
Filing on Jan 24, 2024 Q4 2023

Lannebo Fonder Ab

  • MSFT
  • GOOGL
  • PANW
  • AMZN
  • CRM
  • ADBE
  • AAPL
Lannebo Fonder Ab's Q4 2023 Portfolio
Portfolio Value 758 Million
Stocks 33
Filing on May 14, 2025 Q1 2025

Keeley Teton Advisors, LLC

  • IVV
  • CR
  • VTI
  • PRGO
  • ENSG
  • COLB
  • SSB
Keeley Teton Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 362
Filing on Apr 15, 2025 Q1 2025

Curated Wealth Partners LLC

  • APO
  • ARES
  • SPY
  • VOO
  • DFAI
  • AAPL
  • TEX
Curated Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 289
Filing on Apr 10, 2025 Q1 2025

Romano Brothers And Company

  • ABBV
  • AAPL
  • VOO
  • CACI
  • VIG
  • SPY
  • AVGO
Romano Brothers And Company's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 301
Filing on May 14, 2025 Q1 2025

Stansberry Asset Management, LLC

  • SGOV
  • WRB
  • AXS
  • V
  • SHEL
  • GOOGL
  • AMZN
Stansberry Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 128
Filing on May 12, 2025 Q1 2025

Hackensack Meridian Health, Inc.

  • SPY
  • EFA
  • IEMG
  • GNR
  • ACWI
Hackensack Meridian Health, Inc.'s Q1 2025 Portfolio
Portfolio Value 756 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

Clough Capital Partners L P

  • MSFT
  • META
  • PM
  • CCL
  • AAPL
  • AMZN
  • BA
Clough Capital Partners L P's Q1 2025 Portfolio
Portfolio Value 756 Million
Stocks 112
Filing on May 07, 2025 Q1 2025

Evermay Wealth Management LLC

  • SCHX
  • SPTI
  • VOO
  • SPTS
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 756 Million
Stocks 579
Filing on Aug 08, 2024 Q2 2024

Abbrea Capital, LLC

  • MSFT
  • AAPL
  • SPY
  • OEF
  • NVDA
  • COST
  • META
Abbrea Capital, LLC's Q2 2024 Portfolio
Portfolio Value 755 Million
Stocks 226
Filing on Apr 23, 2025 Q1 2025

Mattern Capital Management, LLC

  • AAPL
  • BRO
  • MSFT
  • COST
  • WMT
  • LOW
  • GWW
Mattern Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 755 Million
Stocks 163
Filing on Feb 10, 2025 Q4 2024

Counterpoint Mutual Funds LLC

  • USHY
  • BKLN
  • IVV
  • SRLN
  • HYG
  • JNK
  • PHYL
Counterpoint Mutual Funds LLC's Q4 2024 Portfolio
Portfolio Value 753 Million
Stocks 274
Filing on May 15, 2025 Q1 2025

Sora Investors LLC

  • STX
  • MSFT
  • ASML
  • AMZN
  • AMT
  • FN
  • CRM
Sora Investors LLC's Q1 2025 Portfolio
Portfolio Value 752 Million
Stocks 66