Largest Portfolios by Value

Filing on May 04, 2023 Q1 2023

Barber Financial Group, Inc.

  • STIP
  • QQQ
  • SPY
  • IVW
  • SPTM
  • VOO
  • DIVO
Barber Financial Group, Inc.'s Q1 2023 Portfolio
Portfolio Value 567 Million
Stocks 148
Filing on May 15, 2025 Q1 2025

Ophir Asset Management Pty LTD

  • AIR
  • WLY
  • GENI
  • IRTC
  • CDNA
  • LITE
  • SMPL
Ophir Asset Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 567 Million
Stocks 31
Filing on Apr 17, 2025 Q1 2025

Optas, LLC

  • VOO
  • VTI
  • VEU
  • GOOGL
  • VONV
  • AAPL
  • VXUS
Optas, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 919
Filing on Apr 10, 2025 Q1 2025

Gilman Hill Asset Management, LLC

  • VZ
  • BMY
  • CWENA
  • KNTK
  • HTGC
  • O
  • SBRA
Gilman Hill Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 219
Filing on Apr 09, 2025 Q1 2025

Marquette Asset Management, LLC

  • SCHG
  • DFAI
  • SCHD
  • IWF
  • AVUV
  • AGG
  • VO
Marquette Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 147
Filing on May 15, 2025 Q1 2025

Human Investing LLC

  • VOO
  • VEA
  • VYM
  • BSV
  • VIG
  • IJH
  • BNDX
Human Investing LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 125
Filing on Jul 19, 2024 Q2 2024

Greylin Investment Mangement Inc

  • BRK-B
  • XOM
  • QCOM
  • INTC
  • OGN
  • JNJ
  • ALLY
Greylin Investment Mangement Inc's Q2 2024 Portfolio
Portfolio Value 566 Million
Stocks 82
Filing on Nov 14, 2023 Q3 2023

Alcentra LTD (Bny Mellon)

  • SKIL
Alcentra LTD (Bny Mellon)'s Q3 2023 Portfolio
Portfolio Value 566 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Biltmore Family Office, LLC

  • AAPL
  • IAU
  • AVDX
  • SPY
  • VV
  • MSFT
  • RSP
Biltmore Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 565 Million
Stocks 269
Filing on Apr 24, 2025 Q1 2025

Cfm Wealth Partners LLC

  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • MSFT
  • V
  • XOM
Cfm Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 565 Million
Stocks 139
Filing on Apr 30, 2025 Q1 2025

Mjp Associates Inc

  • VOO
  • VIG
  • IEF
  • MINT
  • AAPL
  • JAAA
  • JMST
Mjp Associates Inc 's Q1 2025 Portfolio
Portfolio Value 564 Million
Stocks 225
Filing on May 14, 2025 Q1 2025

Cdam (Uk) LTD

  • QLYS
  • CIGI
  • CNM
  • VEEV
  • OTEX
  • ZD
  • LGIH
Cdam (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 564 Million
Stocks 11
Filing on Apr 11, 2025 Q1 2025

Eagle Rock Investment Company, LLC

  • BND
  • AVGO
  • GOOGL
  • META
  • MSFT
  • AAPL
  • CB
Eagle Rock Investment Company, LLC's Q1 2025 Portfolio
Portfolio Value 564 Million
Stocks 160
Filing on May 07, 2025 Q1 2025

J.P. Marvel Investment Advisors, LLC

  • NVDA
  • LLY
  • AAPL
  • GOOGL
  • JPM
  • AMZN
  • MS
J.P. Marvel Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 563 Million
Stocks 69
Filing on Apr 28, 2025 Q1 2025

Uma Financial Services, Inc.

  • IVV
  • SPLG
  • QUAL
  • DFAI
  • IVW
  • DYNF
  • ITOT
Uma Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 562 Million
Stocks 10994
Filing on Apr 30, 2025 Q1 2025

Cfo4 Life Group, LLC

  • VOO
  • UPS
  • DYNF
  • QUAL
  • AAPL
  • IEFA
  • JMUB
Cfo4 Life Group, LLC's Q1 2025 Portfolio
Portfolio Value 562 Million
Stocks 221
Filing on May 09, 2025 Q1 2025

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • AVUS
  • DFIP
  • CVNA
  • AAPL
  • VTI
Geometric Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 561 Million
Stocks 71
Filing on Apr 24, 2025 Q1 2025

Capital Advisors Wealth Management, LLC

  • IVV
  • VIG
  • VCIT
  • IWF
  • FNDF
  • JPIE
  • VGT
Capital Advisors Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 560 Million
Stocks 181