Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • AVLV
  • SCHR
  • DFAS
  • AVUV
  • SCHO
  • AVDV
Moisand Fitzgerald Tamayo, LLC's Q1 2025 Portfolio
Portfolio Value 697 Million
Stocks 590
Filing on May 14, 2025 Q1 2025

Oak Harvest Investment Services

  • VGSH
  • VOO
  • AAPL
  • JPM
  • VYM
  • MS
  • WMT
Oak Harvest Investment Services's Q1 2025 Portfolio
Portfolio Value 696 Million
Stocks 191
Filing on May 14, 2025 Q1 2025

Massachusetts Institute Of Technology

  • CPNG
  • BOC
  • NU
  • WRBY
  • TXT
Massachusetts Institute Of Technology's Q1 2025 Portfolio
Portfolio Value 696 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

Kadensa Capital LTD

  • BABA
  • MSFT
  • AVGO
  • MU
  • CRM
  • PLTR
  • HOOD
Kadensa Capital LTD's Q1 2025 Portfolio
Portfolio Value 695 Million
Stocks 57
Filing on Apr 22, 2025 Q1 2025

Crewe Advisors LLC

  • IVV
  • SPY
  • IJH
  • BRK-A
  • IEFA
  • DBEF
  • ESGV
Crewe Advisors LLC's Q1 2025 Portfolio
Portfolio Value 695 Million
Stocks 716
Filing on May 12, 2025 Q1 2025

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • SPY
  • VTI
  • ABBV
  • MSFT
  • META
Gryphon Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 694 Million
Stocks 567
Filing on May 13, 2025 Q1 2025

Claret Asset Management Corp

  • BRK-B
  • GIB
  • NOA
  • META
  • OLLI
  • AAPL
  • ABBV
Claret Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 693 Million
Stocks 302
Filing on May 12, 2025 Q1 2025

Telemark Asset Management, LLC

  • NVDA
  • CCJ
  • CSGP
  • AMZN
  • HEI
  • WCN
  • RRC
Telemark Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 692 Million
Stocks 47
Filing on Apr 17, 2025 Q1 2025

Atlas Private Wealth Advisors

  • SPMD
  • SPSM
  • SPDW
  • SPY
  • RSP
  • PWV
  • QQQ
Atlas Private Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 691 Million
Stocks 184
Filing on May 14, 2025 Q1 2025

Southernsun Asset Management, LLC

  • BCO
  • DAR
  • BDC
  • LPX
  • USPH
  • BOOT
  • AGCO
Southernsun Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 691 Million
Stocks 30
Filing on May 14, 2025 Q1 2025

Monograph Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFAT
  • DFUV
  • IGSB
  • DISV
  • AAPL
Monograph Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 690 Million
Stocks 113
Filing on Apr 15, 2025 Q1 2025

Redhawk Wealth Advisors, Inc.

  • GLD
  • SPLG
  • USTB
  • CLOI
  • JMBS
  • SPY
  • FDL
Redhawk Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 690 Million
Stocks 294
Filing on Apr 30, 2025 Q1 2025

Bank Hapoalim Bm

  • VOO
  • QQQ
  • SPY
  • IVV
  • ACWI
  • VEA
  • SPLG
Bank Hapoalim Bm's Q1 2025 Portfolio
Portfolio Value 690 Million
Stocks 130
Filing on May 12, 2023 Q1 2023

Quantitative Advantage, LLC

  • DUHP
  • VTI
  • IYW
  • TILT
  • VEU
  • MOAT
  • RYT
Quantitative Advantage, LLC's Q1 2023 Portfolio
Portfolio Value 689 Million
Stocks 115
Filing on Feb 14, 2025 Q4 2024

Trinity Point Wealth, LLC

  • AAPL
  • GOOG
  • SCHD
  • MSFT
  • AMZN
  • SCHB
  • NVDA
Trinity Point Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 689 Million
Stocks 335
Filing on May 15, 2025 Q1 2025

Ulysses Management LLC

  • SPY
  • QQQ
  • MSFT
  • AMZN
  • UBER
  • MSFT
  • BALL
Ulysses Management LLC's Q1 2025 Portfolio
Portfolio Value 688 Million
Stocks 46
Filing on May 05, 2025 Q1 2025

St. Louis Trust CO

  • SPY
  • VXUS
  • VTI
  • IJR
  • VEU
  • IWB
  • VOO
St. Louis Trust CO's Q1 2025 Portfolio
Portfolio Value 688 Million
Stocks 185
Filing on May 09, 2025 Q1 2025

L & S Advisors Inc

  • SRLN
  • AAPL
  • GLD
  • NVDA
  • SPY
  • MSFT
  • META
L & S Advisors Inc's Q1 2025 Portfolio
Portfolio Value 688 Million
Stocks 352