Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • BRK-B
  • IVW
  • EMLP
  • GLD
Lee Financial CO's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 206
Filing on May 09, 2025 Q1 2025

Altfest L J & CO Inc

  • SCHP
  • EMLP
  • VGSH
  • AAPL
  • UDEC
  • VPU
  • VTIP
Altfest L J & CO Inc's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 319
Filing on May 15, 2025 Q1 2025

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • RSP
  • PRF
  • XLK
  • SPSB
  • QQQ
  • QUAL
  • VYM
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 649 Million
Stocks 151
Filing on Apr 22, 2025 Q1 2025

Marietta Wealth Management, LLC

  • AAPL
  • NVDA
  • VO
  • IEMG
  • MSFT
  • IJH
  • IEFA
Marietta Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 108
Filing on Apr 22, 2025 Q1 2025

Consolidated Investment Group LLC

  • QQQ
  • SPY
  • RSP
  • IWR
  • IWM
  • AVGO
  • PANW
Consolidated Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 68
Filing on Apr 30, 2025 Q1 2025

Hunter Associates Investment Management LLC

  • AAPL
  • GSLC
  • MSFT
  • IHDG
  • SCHD
  • FBND
  • FISV
Hunter Associates Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 247
Filing on May 09, 2025 Q1 2025

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • VIG
  • IJR
  • SPMO
  • JPUS
Planning Alternatives LTD 's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 76
Filing on Apr 10, 2025 Q1 2025

Sendero Wealth Management, LLC

  • VTI
  • ITOT
  • GNR
  • GOOGL
  • AMZN
  • NVDA
  • MSFT
Sendero Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 278
Filing on May 06, 2025 Q1 2025

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • VTEB
  • QUAL
  • IUSB
  • IVW
  • IVV
One Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 646 Million
Stocks 281
Filing on May 01, 2025 Q1 2025

Fort Sheridan Advisors LLC

  • AAPL
  • MSFT
  • EPD
  • CME
  • OKE
  • JPM
  • AMZN
Fort Sheridan Advisors LLC's Q1 2025 Portfolio
Portfolio Value 646 Million
Stocks 248
Filing on Apr 25, 2025 Q1 2025

Red Door Wealth Management, LLC

  • BRK-B
  • AAPL
  • SCHX
  • NVDA
  • MSFT
  • AMZN
  • JPM
Red Door Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 238
Filing on May 14, 2025 Q1 2025

Greg Alexander

Conifer Management, L.L.C.
  • EQH
  • GPI
  • LAD
  • RMNI
Greg Alexander's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 5
Filing on May 09, 2025 Q1 2025

Hemington Wealth Management

  • DFCF
  • DFAU
  • DFAI
  • VTI
  • AAPL
  • DFIP
  • DFSD
Hemington Wealth Management's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 1742
Filing on Aug 14, 2024 Q2 2024

3 G Sahana Capital Management LP

  • WAB
  • WTW
  • CSX
  • SIX
  • VVV
  • CHTR
  • TPX
3 G Sahana Capital Management LP's Q2 2024 Portfolio
Portfolio Value 645 Million
Stocks 10
Filing on Apr 21, 2025 Q1 2025

Blue Sky Wealth Advisors, LLC

  • SCHX
  • VCSH
  • SCHZ
  • SCHP
  • DFAX
  • SCHE
  • SCHF
Blue Sky Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 644 Million
Stocks 73
Filing on May 14, 2025 Q1 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • BRK-A
  • ABT
  • WFC
Brandywine Trust CO's Q1 2025 Portfolio
Portfolio Value 644 Million
Stocks 35
Filing on May 12, 2025 Q1 2025

Covington Investment Advisors Inc.

  • GOOG
  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • AMZN
  • FISV
Covington Investment Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 643 Million
Stocks 71
Filing on May 15, 2025 Q1 2025

Aperture Investors, LLC

  • HYG
  • CLH
  • CYBR
  • EWZ
  • TREX
  • AAON
  • VXUS
Aperture Investors, LLC's Q1 2025 Portfolio
Portfolio Value 643 Million
Stocks 81