Largest Portfolios by Value

Filing on Apr 10, 2025 Q1 2025

Cypress Wealth Services, LLC

  • IVV
  • AAPL
  • QUAL
  • SPLG
  • DYNF
  • IVW
  • SCHZ
Cypress Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 284
Filing on Apr 22, 2025 Q1 2025

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFIC
  • DFAI
  • DFUS
  • AVDE
Sc&H Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 151
Filing on Apr 24, 2025 Q1 2025

Lafayette Investments, Inc.

  • BRK-B
  • MKL
  • PGR
  • META
  • MSFT
  • KLAC
  • PAYX
Lafayette Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 146
Filing on Apr 02, 2025 Q1 2025

Marotta Asset Management

  • VOE
  • VTIP
  • VGT
  • BNDX
  • XCEM
  • VBR
  • VDC
Marotta Asset Management's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 109
Filing on Apr 15, 2025 Q1 2025

Rowland & CO Investment Counsel

  • PGR
  • AAPL
  • MSFT
  • ADP
  • WMT
  • LLY
  • KO
Rowland & CO Investment Counsel's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 185
Filing on May 01, 2025 Q1 2025

Independent Investors Inc

  • AAPL
  • MSFT
  • JPM
  • JNJ
  • WAT
  • ABBV
  • AMGN
Independent Investors Inc's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 70
Filing on Apr 28, 2025 Q1 2025

Arlington Trust CO LLC

  • VYM
  • VTI
  • VEA
  • VIG
  • VYMI
  • AAPL
  • SCHX
Arlington Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 615
Filing on Apr 10, 2025 Q1 2025

Edge Wealth Management LLC

  • AAPL
  • PFF
  • MSFT
  • SHY
  • GOOGL
  • IWM
  • JPM
Edge Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 467 Million
Stocks 82
Filing on May 08, 2025 Q1 2025

Mengis Capital Management, Inc.

  • AAPL
  • MSFT
  • CVX
  • JPM
  • PCAR
  • DE
  • COST
Mengis Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 467 Million
Stocks 190
Filing on May 15, 2025 Q1 2025

Alta Park Capital, LP

  • BABA
  • MELI
  • S
  • NU
  • NFLX
  • SPOT
  • COMP
Alta Park Capital, LP's Q1 2025 Portfolio
Portfolio Value 467 Million
Stocks 21
Filing on Apr 25, 2025 Q1 2025

First Fiduciary Investment Counsel, Inc.

  • JPM
  • MSFT
  • LOW
  • HON
  • GS
  • JNJ
  • NVS
First Fiduciary Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 68
Filing on May 15, 2025 Q1 2025

David Rolfe

Wedgewood Partners Inc
  • META
  • TSM
  • GOOGL
  • AAPL
  • V
  • PYPL
  • MSFT
David Rolfe's Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 20
Filing on May 12, 2025 Q1 2025

Capital Group Investment Management Pte. Ltd.

  • META
  • MSFT
  • AVGO
  • TSLA
  • NVDA
  • NFLX
  • LLY
Capital Group Investment Management Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 140
Filing on May 14, 2025 Q1 2025

Studio Investment Management LLC

  • VTIP
  • VTV
  • VIG
  • VBR
  • DFIC
  • BRK-B
  • FNDF
Studio Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 320
Filing on Apr 08, 2025 Q1 2025

Boston Standard Wealth Management, LLC

  • VTI
  • BND
  • SPDW
  • IAGG
  • SPTM
  • SPTS
  • MUB
Boston Standard Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 48
Filing on Apr 16, 2025 Q1 2025

Paragon Capital Management LTD

  • VIG
  • SPHQ
  • ABNB
  • COIN
  • MSFT
  • COWZ
  • IQLT
Paragon Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 197
Filing on Apr 25, 2025 Q1 2025

Citizens National Bank Trust Department

  • AAPL
  • GOOG
  • AVGO
  • MSFT
  • AMZN
  • BRK-B
  • XOM
Citizens National Bank Trust Department's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 400
Filing on Nov 02, 2022 Q3 2022

Mc Cutchen Group LLC

  • VTI
  • VEA
  • VEU
  • VNQ
  • USRT
  • IWV
  • VWO
Mc Cutchen Group LLC's Q3 2022 Portfolio
Portfolio Value 464 Million
Stocks 22