Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Eam Investors, LLC

  • CORT
  • EXLS
  • BROS
  • DOCS
  • CRS
  • INSM
  • ALKS
Eam Investors, LLC's Q1 2025 Portfolio
Portfolio Value 511 Million
Stocks 246
Filing on Apr 28, 2025 Q1 2025

O'Brien Wealth Partners LLC

  • SPLG
  • ITOT
  • DBEF
  • USMC
  • COWZ
  • SPTI
  • VTI
O'Brien Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 511 Million
Stocks 72
Filing on Apr 15, 2025 Q1 2025

Alpha Omega Wealth Management LLC

  • JPST
  • MSFT
  • AAPL
  • CVX
  • VZ
  • ABBV
  • CVS
Alpha Omega Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 202
Filing on Apr 17, 2025 Q1 2025

Strategic Advisors LLC

  • AAPL
  • MSFT
  • SCHB
  • AMZN
  • NVDA
  • BIL
  • GOOGL
Strategic Advisors LLC's Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 187
Filing on Apr 30, 2025 Q1 2025

Ramsay, Stattman, Vela & Price, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • V
  • SYK
  • GOOG
  • ADP
Ramsay, Stattman, Vela & Price, Inc.'s Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 79
Filing on Apr 29, 2025 Q1 2025

Walter Public Investments Inc.

  • BJ
  • MMC
  • AZO
  • MA
  • GOOG
  • ICE
  • BR
Walter Public Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 509 Million
Stocks 43
Filing on Oct 25, 2022 Q3 2022

Round Table Services, LLC

  • IVV
  • NMFC
  • IWM
  • IWD
  • IJUL
  • IWR
  • NJUL
Round Table Services, LLC's Q3 2022 Portfolio
Portfolio Value 508 Million
Stocks 159
Filing on May 15, 2025 Q1 2025

Newtyn Management, LLC

  • CNNE
  • IAC
  • AIV
  • TBPH
  • QDEL
  • CCOI
  • PAR
Newtyn Management, LLC's Q1 2025 Portfolio
Portfolio Value 507 Million
Stocks 31
Filing on May 14, 2025 Q1 2025

D L Carlson Investment Group Inc

  • SCHB
  • GVI
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • NVDA
D L Carlson Investment Group Inc's Q1 2025 Portfolio
Portfolio Value 507 Million
Stocks 136
Filing on May 15, 2025 Q1 2025

Oakmont Corp

  • MSFT
  • AMZN
  • MA
  • NVDA
  • FICO
  • AAPL
  • SPGI
Oakmont Corp's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 31
Filing on Apr 08, 2025 Q1 2025

Ifg Advisors, LLC

  • SPY
  • EFA
  • CTAS
  • VOO
  • QQQ
  • IJR
  • MDY
Ifg Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 149
Filing on May 14, 2025 Q1 2025

Banco Btg Pactual S.A.

  • NVDA
  • META
  • TSM
  • SBS
  • AMZN
  • MSFT
  • SPLV
Banco Btg Pactual S.A.'s Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 187
Filing on May 02, 2025 Q1 2025

Financial Advisors, LLC

  • USMV
  • SCHG
  • SCHV
  • HAWX
  • QUAL
  • IJR
  • ESGU
Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 81
Filing on Apr 16, 2025 Q1 2025

Hoey Investments, Inc

  • NVDA
  • AMZN
  • META
  • MSFT
  • AAPL
  • PLTR
  • WFC
Hoey Investments, Inc's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 381
Filing on May 09, 2025 Q1 2025

Mitchell Capital Management CO

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOG
  • BRK-B
  • META
Mitchell Capital Management CO's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 108
Filing on Apr 28, 2025 Q1 2025

Buffington Mohr Mc Neal

  • SCHX
  • IVV
  • COST
  • MSFT
  • XLK
  • JIRE
  • JAAA
Buffington Mohr Mc Neal's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 111
Filing on May 12, 2025 Q1 2025

Liberty Wealth Management LLC

  • DFAU
  • DFAC
  • DUHP
  • AAPL
  • IVV
  • QUAL
  • IVW
Liberty Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 504 Million
Stocks 158
Filing on May 08, 2025 Q1 2025

Tfo Tdc, LLC

  • VEA
  • DFAC
  • IWB
  • DFUV
  • DFAT
  • SPY
  • IJR
Tfo Tdc, LLC's Q1 2025 Portfolio
Portfolio Value 504 Million
Stocks 39