Largest Portfolios by Value

Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 230
Filing on May 09, 2025 Q1 2025

Kickstand Ventures, Llc.

  • VOO
  • SPLG
  • JCPB
  • VONE
  • FBND
  • BSCP
  • SCHF
Kickstand Ventures, Llc.'s Q1 2025 Portfolio
Portfolio Value 388 Billion
Stocks 103
Filing on May 15, 2025 Q1 2025

Second Line Capital, LLC

  • ACIO
  • DRSK
  • IDME
  • SPDW
  • ADME
  • SPY
  • OSCV
Second Line Capital, LLC's Q1 2025 Portfolio
Portfolio Value 388 Billion
Stocks 145
Filing on Jul 10, 2025 Q2 2025

Voisard Asset Management Group, Inc.

  • SPTM
  • SLQD
  • SPTI
  • AVLV
  • JCPB
  • IUSG
  • SCHF
Voisard Asset Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 388 Billion
Stocks 92
Filing on May 15, 2025 Q1 2025

Polymer Capital Management (Us) LLC

  • NVDA
  • FCX
  • ETR
  • XEL
  • NI
  • LITE
  • NUE
Polymer Capital Management (Us) LLC's Q1 2025 Portfolio
Portfolio Value 388 Billion
Stocks 487
Filing on Nov 08, 2024 Q3 2024

Cic Wealth, LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • VB
  • IGM
  • PEP
Cic Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 387 Billion
Stocks 176
Filing on May 14, 2025 Q1 2025

Torno Capital, LLC

  • DLTR
  • DLTR
  • GOOG
  • TQQQ
  • SOXL
  • GOOGL
  • META
Torno Capital, LLC's Q1 2025 Portfolio
Portfolio Value 387 Billion
Stocks 75
Filing on May 05, 2025 Q1 2025

Archer Investment Corp

  • FTCS
  • QQQ
  • SPLG
  • RSP
  • NFTY
  • AAPL
  • PLD
Archer Investment Corp's Q1 2025 Portfolio
Portfolio Value 386 Billion
Stocks 1159
Filing on Apr 30, 2025 Q1 2025

Stonebrook Private Inc.

  • QUAL
  • AAPL
  • MSFT
  • EFV
  • DYNF
  • EFG
  • SPLG
Stonebrook Private Inc.'s Q1 2025 Portfolio
Portfolio Value 385 Billion
Stocks 188
Filing on May 19, 2025 Q1 2025

Jane Street Group, LLC

  • SPY
  • SPY
  • NVDA
  • QQQ
  • IWM
  • TSLA
  • QQQ
Jane Street Group, LLC's Q1 2025 Portfolio
Portfolio Value 384 Billion
Stocks 13402
Filing on May 15, 2025 Q1 2025

Diadema Partners LP

  • AMGN
  • PFE
  • REGN
  • CORT
  • LLY
  • AMGN
  • LLY
Diadema Partners LP's Q1 2025 Portfolio
Portfolio Value 383 Billion
Stocks 102
Filing on May 13, 2025 Q1 2025

Alliance Wealth Advisors, LLC /Ut

  • JPST
  • AMZN
  • TIP
  • MSFT
  • IVV
  • V
  • ORCL
Alliance Wealth Advisors, LLC /Ut's Q1 2025 Portfolio
Portfolio Value 383 Billion
Stocks 255
Filing on May 13, 2025 Q1 2025

Catalyst Funds Management Pty LTD

  • RIO
  • NVDA
  • PFE
  • MA
  • LNG
  • ALNY
  • EBAY
Catalyst Funds Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 448
Filing on Jul 07, 2025 Q2 2025

St. Clair Advisors, LLC

  • IVV
  • MSFT
  • DVY
  • IEMG
  • PGR
  • AAPL
  • JEPI
St. Clair Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 382 Billion
Stocks 80
Filing on May 12, 2025 Q1 2025

Morton Community Bank

  • SCHD
  • DGRO
  • XLU
  • JPM
  • AVGO
  • ABBV
  • MSFT
Morton Community Bank's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 189
Filing on Apr 24, 2025 Q1 2025

3 Chopt Investment Partners, LLC

  • VOO
  • VB
  • NVDA
  • AAPL
  • BRK-B
  • MSFT
  • GOOG
3 Chopt Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 228
Filing on Apr 22, 2025 Q1 2025

True Mark Investments, LLC

  • VZ
  • T
  • BTI
  • ABBV
  • PM
  • ENB
  • MPLX
True Mark Investments, LLC's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 200
Filing on May 15, 2025 Q1 2025

Point72 Asia (Singapore) Pte. Ltd.

  • CRDO
  • K
  • META
  • WFC
  • ANSS
  • BAC
  • TPR
Point72 Asia (Singapore) Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 381 Billion
Stocks 832