Largest Portfolios by Value

Filing on Oct 31, 2025 Q3 2025

Sawgrass Asset Management LLC

  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • AMZN
  • SCHX
  • GOOGL
Sawgrass Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 791 Million
Stocks 179
Filing on Jan 02, 2026 Q4 2025

Insight Wealth Strategies, LLC

  • CVX
  • LQD
  • VCLT
  • TLT
  • DYNF
  • SPMO
  • IGLB
Insight Wealth Strategies, LLC's Q4 2025 Portfolio
Portfolio Value 790 Million
Stocks 171
Filing on Oct 28, 2025 Q3 2025

Aviance Capital Partners, LLC

  • AAPL
  • GOOGL
  • AVGO
  • ABBV
  • AMZN
  • JPM
  • MSFT
Aviance Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 363
Filing on Oct 20, 2025 Q3 2025

Kps Global Asset Management Uk LTD

  • CVNA
  • SPOT
  • NOW
  • CDLX
Kps Global Asset Management Uk LTD's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 4
Filing on Nov 12, 2025 Q3 2025

Biondo Investment Advisors, LLC

  • NVDA
  • AAPL
  • ISRG
  • GOOGL
  • MA
  • IDXX
  • AMZN
Biondo Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 88
Filing on Jan 15, 2026 Q4 2025

Stockman Wealth Management, Inc.

  • MBB
  • IJR
  • IDEV
  • IGSB
  • AAPL
  • IJH
  • MSFT
Stockman Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 789 Million
Stocks 178
Filing on Nov 13, 2025 Q3 2025

Hackensack Meridian Health, Inc.

  • SPY
  • EFA
  • IEMG
  • GNR
  • ACWI
Hackensack Meridian Health, Inc.'s Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 6
Filing on Oct 16, 2025 Q3 2025

Hbw Advisory Services LLC

  • VOO
  • QQQ
  • SPMO
  • JEPI
  • COWZ
  • PAVE
  • SPTM
Hbw Advisory Services LLC's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 417
Filing on Nov 14, 2025 Q3 2025

Covalis Capital LLP

  • PCG
  • TRP
  • FSLR
  • CAT
  • XEL
  • DAN
  • GM
Covalis Capital LLP's Q3 2025 Portfolio
Portfolio Value 788 Million
Stocks 54
Filing on Oct 15, 2025 Q3 2025

Bsw Wealth Partners

  • IVV
  • AVDE
  • AVUS
  • VGIT
  • VTEB
  • SPY
  • IDEV
Bsw Wealth Partners's Q3 2025 Portfolio
Portfolio Value 788 Million
Stocks 324
Filing on Nov 05, 2025 Q3 2025

Moloney Securities Asset Management, LLC

  • QQQ
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • AMZN
  • SPTM
Moloney Securities Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 787 Million
Stocks 497
Filing on Oct 23, 2025 Q3 2025

Bay Colony Advisory Group, Inc D

  • CGDV
  • VTI
  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • IVV
Bay Colony Advisory Group, Inc D's Q3 2025 Portfolio
Portfolio Value 786 Million
Stocks 514
Filing on Nov 14, 2025 Q3 2025

Christopher Bloomstran

Semper Augustus Investments Group LLC
  • BRK-B
  • DG
  • BRK-A
  • KGC
  • NEM
  • OLN
  • FIVE
Christopher Bloomstran's Q3 2025 Portfolio
Portfolio Value 786 Million
Stocks 38
Filing on Nov 04, 2025 Q3 2025

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • IVW
  • BRK-B
  • AAPL
  • EMLP
Lee Financial CO's Q3 2025 Portfolio
Portfolio Value 786 Million
Stocks 259
Filing on Nov 07, 2025 Q3 2025

Bedel Financial Consulting, Inc.

  • LLY
  • DFAI
  • VTEB
  • AAPL
  • DFAE
  • MSFT
  • EFG
Bedel Financial Consulting, Inc.'s Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 289
Filing on Nov 14, 2025 Q3 2025

Archetype Wealth Partners

  • VOO
  • IEFA
  • IEF
  • SPY
  • MUB
  • VCIT
  • BND
Archetype Wealth Partners's Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 168
Filing on Oct 28, 2025 Q3 2025

Minneapolis Portfolio Management Group, LLC

  • GLW
  • ORCL
  • CAT
  • NEM
  • BPOP
  • SONY
  • BWXT
Minneapolis Portfolio Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 29
Filing on Oct 21, 2025 Q3 2025

Arbor Investment Advisors, LLC

  • IWB
  • PRF
  • VEA
  • TFLO
  • BSV
  • AGG
  • PRFZ
Arbor Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 127