Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Summit Financial Wealth Advisors, LLC

  • SCHD
  • VUG
  • VYMI
  • NOBL
  • PFF
  • SPBO
  • IJR
Summit Financial Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 151
Filing on May 08, 2025 Q1 2025

Jbf Capital, Inc.

  • VOO
  • MSFT
  • AMZN
  • GRBK
  • VST
  • LOW
  • NFLX
Jbf Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 66
Filing on Feb 03, 2025 Q4 2024

Dorchester Wealth Management CO

  • AAPL
  • BMO
  • GOOG
  • TD
  • RY
  • ENB
  • WMT
Dorchester Wealth Management CO's Q4 2024 Portfolio
Portfolio Value 495 Million
Stocks 146
Filing on Apr 25, 2025 Q1 2025

Northwest Wealth Management, LLC

  • VGIT
  • DFAC
  • ITOT
  • VTI
  • VTIP
  • AVDV
  • DFSD
Northwest Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 188
Filing on Apr 10, 2025 Q1 2025

Fermata Advisors, LLC

  • IVV
  • UJAN
  • IWF
  • AAPL
  • FBND
  • QQQ
  • MOAT
Fermata Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 285
Filing on Apr 14, 2025 Q1 2025

Lex Aurum Advisors, LLC

  • GSLC
  • SHW
  • BRK-A
  • AVIG
  • JPST
  • AVUS
  • AAPL
Lex Aurum Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 494 Million
Stocks 346
Filing on May 10, 2024 Q1 2024

Tortoise Index Solutions, LLC

  • WMB
  • OKE
  • ENB
  • TRP
  • LNG
  • KMI
  • TRGP
Tortoise Index Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 494 Million
Stocks 64
Filing on May 13, 2025 Q1 2025

Robotti Robert

  • TDW
  • BLDR
  • FPH
  • LXU
  • WFG
  • CVCO
  • JEF
Robotti Robert's Q1 2025 Portfolio
Portfolio Value 492 Million
Stocks 90
Filing on Apr 23, 2025 Q1 2025

Pb Mares Wealth Management LLC

  • DFUS
  • DFCF
  • DFAU
  • DFAC
  • DFAI
  • DFNM
  • DFAT
Pb Mares Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 492 Million
Stocks 191
Filing on May 14, 2025 Q1 2025

L2 Asset Management, LLC

  • SPY
  • SGOV
  • AAPL
  • SCHI
  • MSFT
  • META
  • NVDA
L2 Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 492 Million
Stocks 275
Filing on Apr 14, 2025 Q1 2025

Perennial Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • AMZN
  • NVDA
  • GOOG
  • MA
Perennial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 491 Million
Stocks 113
Filing on May 15, 2025 Q1 2025

Brasada Capital Management, LP

  • BIL
  • MSFT
  • WCN
  • COST
  • AMZN
  • CPRT
  • IDXX
Brasada Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 491 Million
Stocks 128
Filing on Apr 23, 2025 Q1 2025

Golden State Equity Partners

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • DGRW
  • SPLG
  • JPM
Golden State Equity Partners's Q1 2025 Portfolio
Portfolio Value 491 Million
Stocks 430
Filing on Aug 01, 2024 Q2 2024

Private Wealth Strategies, L.L.C.

  • EPS
  • USFR
  • DGRW
  • USMF
  • SCHG
  • GLD
  • QQQ
Private Wealth Strategies, L.L.C.'s Q2 2024 Portfolio
Portfolio Value 490 Million
Stocks 73
Filing on Apr 29, 2025 Q1 2025

Global Wealth Management Investment Advisory, Inc.

  • VGSH
  • JEPI
  • VCIT
  • AAPL
  • QQQ
  • IVV
  • IEFA
Global Wealth Management Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 139
Filing on May 01, 2025 Q1 2025

Hohimer Wealth Management, LLC

  • MSFT
  • GBIL
  • BSV
  • VUG
  • NVDA
  • AMZN
  • VEA
Hohimer Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 258
Filing on May 06, 2025 Q1 2025

Jackson Hole Capital Partners, LLC

  • ARLP
  • AAPL
  • MSFT
  • GOOG
  • IVV
  • WMB
  • REPX
Jackson Hole Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 279
Filing on Feb 11, 2025 Q4 2024

Dechtman Wealth Management, LLC

  • IVV
  • VOO
  • SCHG
  • CGDV
  • VO
  • MGV
  • IJR
Dechtman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 65