Largest Portfolios by Value

Filing on Apr 14, 2025 Q1 2025

Signet Financial Management, LLC

  • SPYG
  • SPYV
  • AAPL
  • VUG
  • SPMB
  • SPTS
  • MDYV
Signet Financial Management, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 281
Filing on Apr 23, 2025 Q1 2025

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFIC
  • DFUV
  • AAPL
Symmetry Partners, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 194
Filing on May 06, 2025 Q1 2025

Advisors Preferred, LLC

  • SHY
  • IEF
  • XLE
  • EFA
  • EEM
  • QQQM
  • XLV
Advisors Preferred, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 238
Filing on May 15, 2025 Q1 2025

Ionic Capital Management LLC

  • HYG
  • HYG
  • QQQ
  • AUR
  • ALIT
  • GXO
  • TNL
Ionic Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 716 Million
Stocks 129
Filing on May 14, 2025 Q1 2025

Taikang Asset Management (Hong Kong) CO LTD

  • AAPL
  • VOO
  • TSLA
  • PDD
  • NVDA
  • VNET
  • MSFT
Taikang Asset Management (Hong Kong) CO LTD's Q1 2025 Portfolio
Portfolio Value 715 Million
Stocks 102
Filing on May 13, 2025 Q1 2025

Primavera Capital Management LTD

  • YUMC
  • XPEV
  • CANG
Primavera Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 715 Million
Stocks 3
Filing on May 14, 2025 Q1 2025

Cahill Financial Advisors Inc

  • VUG
  • MOAT
  • VTV
  • BND
  • VEA
  • IVW
  • DFAC
Cahill Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 306
Filing on Apr 25, 2025 Q1 2025

Red Cedar Investment Management, LLC

  • VONE
  • IWB
  • VTWO
  • IWM
  • IEMG
  • EWJ
  • SCHF
Red Cedar Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 80
Filing on May 15, 2025 Q1 2025

Ikarian Capital, LLC

  • SPY
  • LLY
  • CORT
  • TARS
  • BBIO
  • CRNX
  • SPY
Ikarian Capital, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 160
Filing on Apr 14, 2025 Q1 2025

Professional Advisory Services Inc

  • MSFT
  • ELV
  • BKNG
  • BRK-B
  • GOOG
  • AMZN
  • FISV
Professional Advisory Services Inc's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 83
Filing on Apr 10, 2025 Q1 2025

Teamwork Financial Advisors, LLC

  • AAPL
  • JEPI
  • AMZN
  • JEPQ
  • NVDA
  • COWZ
  • TSLA
Teamwork Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 173
Filing on Apr 22, 2025 Q1 2025

Wood Trust Financial Corp

  • EFA
  • BRK-B
  • VOE
  • VOT
  • IWN
  • VWO
  • MSFT
Wood Trust Financial Corp's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 231
Filing on Jun 02, 2025 Q1 2025

Invst, LLC

  • VTI
  • IVV
  • IUSB
  • MTUM
  • EMB
  • SCHG
  • HYG
Invst, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 272
Filing on May 14, 2025 Q1 2025

Avalon Global Asset Management LLC

  • TLT
  • QQQ
  • AMZN
  • DELL
  • NVDA
  • PANW
  • CRWD
Avalon Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 38
Filing on Apr 09, 2025 Q1 2025

Inspirion Wealth Advisors, LLC

  • JAAA
  • VYM
  • VUG
  • VOE
  • VBR
  • ABBV
  • CGXU
Inspirion Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 713 Million
Stocks 158
Filing on May 15, 2025 Q1 2025

Night Owl Capital Management, LLC

  • SAP
  • AON
  • AMZN
  • GOOG
  • MSFT
  • UNH
  • FISV
Night Owl Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 713 Million
Stocks 28
Filing on May 06, 2025 Q1 2025

Fractal Investments LLC

  • MPLX
  • ET
  • PAA
  • EPD
  • WES
  • OKE
  • WMB
Fractal Investments LLC's Q1 2025 Portfolio
Portfolio Value 712 Million
Stocks 73
Filing on May 13, 2025 Q1 2025

Global Endowment Management, LP

  • BND
  • VTI
  • VXUS
  • BBRE
  • SPY
  • VT
  • AAPL
Global Endowment Management, LP's Q1 2025 Portfolio
Portfolio Value 712 Million
Stocks 142