Largest Portfolios by Value

Filing on May 08, 2025 Q1 2025

Towercrest Capital Management

  • SCHX
  • IVV
  • AGG
  • FLOT
  • HYG
  • SCHZ
  • FLRN
Towercrest Capital Management's Q1 2025 Portfolio
Portfolio Value 537 Million
Stocks 88
Filing on Apr 15, 2025 Q1 2025

Founders Capital Management, LLC

  • BRK-B
  • GOOG
  • META
  • MSFT
  • WFC
  • AXP
  • AAPL
Founders Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 537 Million
Stocks 76
Filing on May 08, 2025 Q1 2025

Wellington Shields Capital Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • BX
  • AMZN
  • MA
  • JPM
Wellington Shields Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 537 Million
Stocks 313
Filing on May 14, 2025 Q1 2025

Asset Management Group, Inc.

  • VBR
  • AAPL
  • IWS
  • QQQ
  • IVV
  • VCSH
  • IJH
Asset Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 537 Million
Stocks 132
Filing on Feb 14, 2025 Q4 2024

Nextech Invest Ag

  • RVMD
  • TYRA
  • ORIC
  • ARVN
  • MRSN
  • TNGX
  • RLAY
Nextech Invest Ag's Q4 2024 Portfolio
Portfolio Value 536 Million
Stocks 15
Filing on Apr 08, 2025 Q1 2025

Mirador Capital Partners LP

  • BSJP
  • BSJQ
  • BRK-B
  • AAPL
  • AMZN
  • GOOG
  • CVX
Mirador Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 197
Filing on May 13, 2025 Q1 2025

Schneider Downs Wealth Management Advisors, LP

  • VO
  • SPDW
  • MMIT
  • SCHG
  • SCHX
  • MUB
  • VNLA
Schneider Downs Wealth Management Advisors, LP's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 141
Filing on May 14, 2025 Q1 2025

Sompo Asset Management Co., Ltd.

  • VOO
  • IEMG
  • IEF
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
Sompo Asset Management Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 193
Filing on May 05, 2025 Q1 2025

Meridian Wealth Advisors, LLC

  • IVV
  • XOM
  • IAU
  • AAPL
  • MSFT
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 170
Filing on May 15, 2025 Q1 2025

Permanens Capital L.P.

  • VTV
  • VUG
  • IAU
  • DBEU
  • DXJ
  • PREF
  • EMXC
Permanens Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 59
Filing on Apr 21, 2025 Q1 2025

Matthew Goff Investment Advisor, LLC

  • BRK-B
  • MSFT
  • V
  • BK
  • IBDQ
  • BAC
  • RSP
Matthew Goff Investment Advisor, LLC's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 104
Filing on May 15, 2025 Q1 2025

Permian Investment Partners, LP

  • GRFS
  • KBR
  • APG
  • NRG
  • ARMK
  • VGK
Permian Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 11
Filing on May 15, 2025 Q1 2025

Praesidium Investment Management Company, LLC

  • INTA
  • NOW
  • FROG
  • PTC
  • JBL
  • DSGX
  • CYBR
Praesidium Investment Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 535 Million
Stocks 13
Filing on May 16, 2025 Q1 2025

Ambassador Advisors, LLC

  • IBD
  • GLRY
  • AGZ
  • WWJD
  • IAU
  • SLV
  • BITO
Ambassador Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 535 Million
Stocks 261
Filing on Apr 15, 2025 Q1 2025

Sjs Investment Consulting Inc.

  • DFAC
  • DFIC
  • DFSD
  • LLY
  • HRL
  • AAPL
  • DFAX
Sjs Investment Consulting Inc.'s Q1 2025 Portfolio
Portfolio Value 534 Million
Stocks 1893
Filing on May 15, 2025 Q1 2025

Principal Street Partners, LLC

  • IVW
  • SPY
  • AAPL
  • RSP
  • AMZN
  • MSFT
  • ZI
Principal Street Partners, LLC's Q1 2025 Portfolio
Portfolio Value 534 Million
Stocks 244
Filing on Apr 30, 2025 Q1 2025

Round Rock Advisors, LLC

  • JPST
  • VYM
  • QQQ
  • VO
  • IJR
  • AAPL
  • SMH
Round Rock Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 534 Million
Stocks 216
Filing on Apr 16, 2025 Q1 2025

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPY
  • DIA
  • APO
Smithbridge Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 533 Million
Stocks 126