Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Maltese Capital Management LLC

  • C
  • AMTB
  • FCNCA
  • MTB
  • WFC
  • BAC
  • WAL
Maltese Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 576 Million
Stocks 424
Filing on Apr 14, 2025 Q1 2025

Central Bank & Trust CO

  • NVDA
  • AAPL
  • FLMI
  • SPY
  • GOOGL
  • MSFT
  • COST
Central Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 576 Million
Stocks 196
Filing on May 05, 2025 Q1 2025

Fagan Associates, Inc.

  • AAPL
  • GOOGL
  • MSFT
  • AMZN
  • LOW
  • NVDA
  • PLTR
Fagan Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 575 Million
Stocks 124
Filing on May 05, 2025 Q1 2025

Formidable Asset Management, LLC

  • PG
  • AAPL
  • KONG
  • FORH
  • MSFT
  • NVDA
  • META
Formidable Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 574 Million
Stocks 384
Filing on Apr 22, 2025 Q1 2025

Eagle Strategies LLC

  • SPLG
  • IHDG
  • SPYG
  • SCHD
  • DGRO
  • PAVE
  • VOT
Eagle Strategies LLC's Q1 2025 Portfolio
Portfolio Value 574 Million
Stocks 213
Filing on May 07, 2025 Q1 2025

University Of Texas

  • BBRE
  • MSFT
  • NVDA
  • MA
  • AMZN
  • GOOGL
  • WMT
University Of Texas's Q1 2025 Portfolio
Portfolio Value 573 Million
Stocks 155
Filing on May 06, 2025 Q1 2025

Summit Asset Management, LLC

  • SCHD
  • SCHG
  • SCHM
  • MOAT
  • SCHF
  • SCHV
  • BRK-B
Summit Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 573 Million
Stocks 166
Filing on May 05, 2025 Q1 2025

Nelson Capital Management, LLC

  • NVDA
  • MSFT
  • IGSB
  • VEA
  • SPTS
  • AAPL
  • VB
Nelson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 101
Filing on Apr 29, 2025 Q1 2025

Jackson Wealth Management, LLC

  • MSFT
  • AAPL
  • VOO
  • AVGO
  • SPY
  • COST
  • IVV
Jackson Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 169
Filing on May 07, 2025 Q1 2025

Allen Operations LLC

  • PLTR
  • AYI
  • AUR
  • MA
  • SCHW
  • MSFT
  • BRK-A
Allen Operations LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 31
Filing on May 02, 2025 Q1 2025

Hudock, Inc.

  • IVV
  • VCIT
  • IJH
  • IJR
  • SCHD
  • VWO
  • AGG
Hudock, Inc.'s Q1 2025 Portfolio
Portfolio Value 571 Million
Stocks 177
Filing on Apr 16, 2025 Q1 2025

Iag Wealth Partners, LLC

  • SPLG
  • DLN
  • AVIV
  • GSLC
  • MMIT
  • DON
  • IVV
Iag Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 570 Million
Stocks 500
Filing on May 01, 2025 Q1 2025

Cohen Capital Management, Inc.

  • SYK
  • TMO
  • MSFT
  • UNH
  • AMAT
  • JPM
  • SCHW
Cohen Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 570 Million
Stocks 151
Filing on May 07, 2025 Q1 2025

Baron Silver Stevens Financial Advisors, LLC

  • VTV
  • IVV
  • IWF
  • VTI
  • AGG
  • VIG
  • IJH
Baron Silver Stevens Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 569 Million
Stocks 124
Filing on May 13, 2025 Q1 2025

Pier Capital, LLC

  • MIR
  • FROG
  • OLLI
  • UTI
  • GBCI
  • ATGE
  • PNFP
Pier Capital, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 116
Filing on Apr 17, 2025 Q1 2025

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • JPST
  • VTV
  • SCHR
  • SPTS
Crane Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 44
Filing on Apr 30, 2025 Q1 2025

Capital Insight Partners, LLC

  • AGG
  • MUB
  • PRAY
  • IVV
  • VMBS
  • BIV
  • ISTB
Capital Insight Partners, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 158
Filing on Apr 09, 2025 Q1 2025

Legacy Financial Group LLC

  • IUSG
  • SDY
  • BUFD
  • VOO
  • VB
  • IUSB
  • IGIB
Legacy Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 567 Million
Stocks 111