Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Advisor Shares Investments LLC

  • SPY
  • MTUM
  • IMCG
  • RPG
  • AWK
  • OTIS
  • ROL
Advisor Shares Investments LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 270
Filing on Apr 24, 2025 Q1 2025

Tsfg, LLC

  • IWF
  • SPYV
  • VTI
  • ABBV
  • VOO
  • SPHQ
  • DYNF
Tsfg, LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 857
Filing on May 08, 2025 Q1 2025

Wooster Corthell Wealth Management, Inc.

  • MGC
  • VTI
  • SCHF
  • ITOT
  • VGIT
  • VO
  • SCHP
Wooster Corthell Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 65
Filing on Apr 14, 2025 Q1 2025

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • AAPL
  • VTV
  • AVIG
  • AVUV
  • QUAL
Regatta Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 187
Filing on May 08, 2025 Q1 2025

Efg Asset Management (Americas) Corp.

  • MSFT
  • IJR
  • AMZN
  • NVDA
  • JPM
  • IAU
  • AAPL
Efg Asset Management (Americas) Corp.'s Q1 2025 Portfolio
Portfolio Value 488 Million
Stocks 134
Filing on May 14, 2025 Q1 2025

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • AAPL
  • SPY
  • VOO
  • IVW
Nicolet Bankshares Inc's Q1 2025 Portfolio
Portfolio Value 487 Million
Stocks 204
Filing on May 01, 2025 Q1 2025

Speece Thorson Capital Group Inc

  • WTM
  • ZBH
  • FMC
  • RPM
  • SJM
  • WRB
  • GNTX
Speece Thorson Capital Group Inc's Q1 2025 Portfolio
Portfolio Value 486 Million
Stocks 42
Filing on Apr 28, 2025 Q1 2025

Hgk Asset Management Inc

  • HDB
  • RYAAY
  • TSM
  • ICLR
  • HCA
  • C
  • JPM
Hgk Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 486 Million
Stocks 101
Filing on May 06, 2025 Q1 2025

Opes Wealth Management LLC

  • AAPL
  • FNDF
  • CMF
  • GILD
  • IUSB
  • FNDB
  • VOT
Opes Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 486 Million
Stocks 143
Filing on Apr 30, 2025 Q1 2025

Peterson Wealth Advisors, LLC

  • SPLG
  • SPDW
  • JPST
  • SPMD
  • SPSM
  • JCPB
  • VTI
Peterson Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 485 Million
Stocks 89
Filing on May 01, 2025 Q1 2025

Rainey & Randall Investment Management Inc.

  • SCHV
  • SCHG
  • DBEF
  • BND
  • SCHA
  • SCHE
  • RSP
Rainey & Randall Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 73
Filing on May 09, 2025 Q1 2025

Ithaka Group LLC

  • AMZN
  • NVDA
  • MA
  • NOW
  • MSFT
  • META
  • V
Ithaka Group LLC's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 37
Filing on Apr 17, 2025 Q1 2025

Asio Capital, LLC

  • IVV
  • JMUB
  • MUB
  • NVDA
  • IJR
  • VCSH
  • META
Asio Capital, LLC's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 106
Filing on Apr 21, 2025 Q1 2025

Spirit Of America Management Corp

  • NVDA
  • WMB
  • TRGP
  • LNG
  • OKE
  • KMI
  • CVX
Spirit Of America Management Corp's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 395
Filing on May 15, 2025 Q1 2025

Martin & CO Inc

  • TIP
  • STIP
  • XLK
  • XLY
  • VWO
  • EFA
  • XLI
Martin & CO Inc 's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 103
Filing on May 12, 2025 Q1 2025

Stone House Investment Management, LLC

  • IVV
  • SPY
  • IUSB
  • PG
  • IVW
  • QUAL
  • DYNF
Stone House Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 437
Filing on Apr 11, 2025 Q1 2025

Affinity Wealth Management LLC

  • QQQ
  • RDVY
  • LRGF
  • XMMO
  • XLF
  • XLE
  • IAI
Affinity Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 95
Filing on Apr 14, 2025 Q1 2025

Accurate Wealth Management, LLC

  • AAPL
  • SPY
  • PG
  • IEF
  • GLD
  • MSFT
  • NVDA
Accurate Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 482 Million
Stocks 374