Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Ironwood Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IJH
  • IVW
  • IJR
  • EUSA
Ironwood Financial, LLC's Q1 2025 Portfolio
Portfolio Value 463 Million
Stocks 160
Filing on May 12, 2025 Q1 2025

Blueprint Investment Partners LLC

  • SPTM
  • SHY
  • SPDW
  • GOVT
  • NVDA
  • USRT
  • HEGD
Blueprint Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 463 Million
Stocks 96
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Portfolio Value 462 Million
Stocks 628
Filing on May 13, 2025 Q1 2025

Providence Capital Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • BAC
  • JPM
  • GOOG
  • AMZN
Providence Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 462 Million
Stocks 125
Filing on May 09, 2025 Q1 2025

Schnieders Capital Management LLC

  • MSFT
  • AAPL
  • QQQ
  • AMZN
  • GOOGL
  • JPM
  • GOOG
Schnieders Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 462 Million
Stocks 203
Filing on Apr 09, 2025 Q1 2025

Iowa State Bank

  • IJH
  • IEFA
  • IJR
  • AAPL
  • JPM
  • MSFT
  • SPHY
Iowa State Bank's Q1 2025 Portfolio
Portfolio Value 462 Million
Stocks 120
Filing on May 12, 2025 Q1 2025

Highbridge Capital Management LLC

  • IWM
  • HES
  • ALE
  • FYBR
  • AMED
  • NBR
  • K
Highbridge Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 462 Million
Stocks 253
Filing on May 12, 2025 Q1 2025

Act Two Investors LLC

  • MSFT
  • TMUS
  • GOOG
  • V
  • AMZN
  • SYY
  • PRU
Act Two Investors LLC's Q1 2025 Portfolio
Portfolio Value 461 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Covalis Capital LLP

  • PEG
  • GM
  • FSLR
  • TRP
  • BP
  • CEG
  • DAR
Covalis Capital LLP's Q1 2025 Portfolio
Portfolio Value 461 Million
Stocks 53
Filing on Apr 29, 2025 Q1 2025

Acorn Financial Advisory Services Inc

  • VOO
  • AGG
  • VEA
  • VB
  • SPTS
  • VUG
  • AVUV
Acorn Financial Advisory Services Inc 's Q1 2025 Portfolio
Portfolio Value 461 Million
Stocks 188
Filing on May 02, 2025 Q1 2025

Summit X, LLC

  • NVDA
  • IVV
  • AAPL
  • ORLY
  • QUAL
  • DFUS
  • VONG
Summit X, LLC's Q1 2025 Portfolio
Portfolio Value 460 Million
Stocks 240
Filing on Nov 03, 2022 Q3 2022

Spectrum Management Group, LLC

  • SPY
  • IVV
  • ESGU
  • AAPL
  • XLK
  • MSFT
  • IUSB
Spectrum Management Group, LLC's Q3 2022 Portfolio
Portfolio Value 460 Million
Stocks 245
Filing on Apr 25, 2025 Q1 2025

Advisors Management Group Inc

  • JAAA
  • ETR
  • JEPI
  • SGOL
  • MLPA
  • NVDA
  • AAPL
Advisors Management Group Inc 's Q1 2025 Portfolio
Portfolio Value 460 Million
Stocks 150
Filing on Apr 21, 2025 Q1 2025

Hartford Financial Management Inc.

  • JCPB
  • MSFT
  • JMUB
  • AAPL
  • COST
  • JPM
  • LLY
Hartford Financial Management Inc.'s Q1 2025 Portfolio
Portfolio Value 460 Million
Stocks 359
Filing on Apr 11, 2025 Q1 2025

Mc Namara Financial Services, Inc.

  • IVV
  • SPDW
  • SPAB
  • SPEM
  • BIL
  • TOTL
  • MUB
Mc Namara Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 459 Million
Stocks 89
Filing on May 15, 2025 Q1 2025

Bwcp, LP

  • ZETA
  • BYD
  • PLNT
  • ADSK
  • SKX
  • CPNG
  • DKNG
Bwcp, LP's Q1 2025 Portfolio
Portfolio Value 458 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

Adams Wealth Management

  • SCHX
  • JBBB
  • IVV
  • VV
  • ICVT
  • VGIT
  • SPLG
Adams Wealth Management's Q1 2025 Portfolio
Portfolio Value 458 Million
Stocks 146
Filing on May 13, 2025 Q1 2025

Heron Bay Capital Management

  • LPLA
  • VNT
  • CCSI
  • GOOGL
  • SSNC
  • SCHW
  • MSFT
Heron Bay Capital Management's Q1 2025 Portfolio
Portfolio Value 457 Million
Stocks 116