Largest Portfolios by Value

Filing on Apr 10, 2025 Q1 2025

Arthur M. Cohen & Associates, LLC

  • DHR
  • NVDA
  • AAPL
  • BRK-B
  • QQQM
  • SPY
  • AMZN
Arthur M. Cohen & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 125
Filing on May 07, 2025 Q1 2025

Peak Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • BILS
  • SPGI
  • V
  • VGSH
Peak Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 516 Million
Stocks 147
Filing on Apr 23, 2025 Q1 2025

Security National Bank

  • NVDA
  • BRK-A
  • BRK-B
  • AAPL
  • MUSA
  • MSFT
  • AMZN
Security National Bank's Q1 2025 Portfolio
Portfolio Value 516 Million
Stocks 389
Filing on May 13, 2024 Q1 2024

Ratio Wealth Group

  • VCIT
  • VOO
  • EFV
  • PFFD
  • VIG
  • IEFA
  • VYM
Ratio Wealth Group's Q1 2024 Portfolio
Portfolio Value 516 Million
Stocks 80
Filing on Apr 26, 2023 Q1 2023

Investment Management Of Virginia LLC

  • VGT
  • REGL
  • MSFT
  • DIA
  • AXP
  • ABBV
  • QQQ
Investment Management Of Virginia LLC's Q1 2023 Portfolio
Portfolio Value 515 Million
Stocks 215
Filing on Nov 14, 2022 Q3 2022

Spt Invest Management Sarl

  • BSY
  • CHPT
Spt Invest Management Sarl's Q3 2022 Portfolio
Portfolio Value 515 Million
Stocks 2
Filing on Apr 25, 2025 Q1 2025

Intelligence Driven Advisers, LLC

  • DFUS
  • QEFA
  • IWY
  • IUSB
  • SCHR
  • COWZ
  • DYNF
Intelligence Driven Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 515 Million
Stocks 102
Filing on Apr 22, 2025 Q1 2025

Erts Wealth Advisors, LLC

  • USHY
  • SPYG
  • SPYV
  • IEUR
  • SPIB
  • SPTL
  • VOE
Erts Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 81
Filing on Apr 28, 2025 Q1 2025

Lawson Kroeker Investment Management Inc

  • TPL
  • BRK-B
  • AJG
  • AZO
  • HCA
  • PSX
  • MSFT
Lawson Kroeker Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 89
Filing on May 08, 2025 Q1 2025

Algebris (Uk) LTD

  • BAC
  • CFG
  • C
  • MET
  • LNC
  • FHN
  • VOYA
Algebris (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Woodson Capital Management, LP

  • CROX
  • TPR
  • TPR
  • AMZN
  • REAL
  • COCO
  • GPI
Woodson Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 28
Filing on Apr 28, 2025 Q1 2025

Mackay Shields LLC

  • NEA
  • IAU
  • NZF
  • BTT
  • TALO
  • NVG
  • NAD
Mackay Shields LLC's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 361
Filing on May 15, 2025 Q1 2025

Logos Global Management LP

  • IDYA
  • RVMD
  • AKRO
  • JANX
  • NUVL
  • TEVA
  • XENE
Logos Global Management LP's Q1 2025 Portfolio
Portfolio Value 513 Million
Stocks 39
Filing on Apr 22, 2025 Q1 2025

Amarillo National Bank

  • IVV
  • IDEV
  • IVE
  • AGG
  • IVW
  • IAGG
  • SPY
Amarillo National Bank's Q1 2025 Portfolio
Portfolio Value 513 Million
Stocks 132
Filing on May 14, 2025 Q1 2025

Crestview Partners Ii Gp, L.P.

  • VCTR
  • WTTR
  • CWH
Crestview Partners Ii Gp, L.P.'s Q1 2025 Portfolio
Portfolio Value 513 Million
Stocks 3
Filing on Oct 19, 2023 Q3 2023

Ropes Wealth Advisors LLC

  • AAPL
  • MSFT
  • IVV
  • VTI
  • XOM
  • AMZN
  • PG
Ropes Wealth Advisors LLC's Q3 2023 Portfolio
Portfolio Value 512 Million
Stocks 252
Filing on May 07, 2025 Q1 2025

Wealthstream Advisors, Inc.

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFUS
  • IWV
  • VTHR
Wealthstream Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 512 Million
Stocks 164
Filing on Feb 07, 2025 Q4 2024

River & Mercantile Asset Management LLP

  • MSFT
  • GOOGL
  • TSM
  • AVGO
  • FIX
  • MA
  • COST
River & Mercantile Asset Management LLP's Q4 2024 Portfolio
Portfolio Value 511 Million
Stocks 138