Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Founders Financial Alliance, LLC

  • AAPL
  • NVDA
  • MSFT
  • PULS
  • AMZN
  • DUK
  • JPM
Founders Financial Alliance, LLC's Q1 2025 Portfolio
Portfolio Value 399 Million
Stocks 659
Filing on Apr 24, 2025 Q1 2025

Canvas Wealth Advisors, LLC

  • MSFT
  • AAPL
  • ITOT
  • CTOS
  • GOOGL
  • UBER
  • AMZN
Canvas Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 180
Filing on Apr 29, 2025 Q1 2025

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • BRK-B
  • VUG
  • VO
  • MSFT
Northstar Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 198
Filing on Apr 23, 2025 Q1 2025

Harbour Capital Advisors, LLC

  • AAPL
  • LLY
  • IEFA
  • JPM
  • MSFT
  • V
  • AVGO
Harbour Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 271
Filing on Apr 23, 2025 Q1 2025

Balboa Wealth Partners

  • TSLA
  • NVDA
  • BIL
  • MSFT
  • AAPL
  • AMZN
  • SPY
Balboa Wealth Partners's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 327
Filing on Apr 29, 2025 Q1 2025

Burke & Herbert Bank & Trust CO

  • SPY
  • MSFT
  • AAPL
  • XOM
  • EFA
  • IJR
  • RSP
Burke & Herbert Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 397 Million
Stocks 451
Filing on May 13, 2025 Q1 2025

Maven Securities LTD

  • SPY
  • XLF
  • XLP
  • XLY
  • BA
  • NWSA
  • HES
Maven Securities LTD's Q1 2025 Portfolio
Portfolio Value 397 Million
Stocks 814
Filing on May 14, 2025 Q1 2025

Martin Investment Management, LLC

  • CHKP
  • SONY
  • NVS
  • ALC
  • AZN
  • TM
  • NVO
Martin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 50
Filing on May 09, 2025 Q1 2025

Kim, LLC

  • HYG
  • ASPN
  • VSH
  • BZ
  • SMRT
  • NZF
  • NEA
Kim, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 58
Filing on May 14, 2025 Q1 2025

Rhino Investment Partners, Inc

  • TFC
  • KEY
  • BPOP
  • CMA
  • ASB
  • CFG
  • FNB
Rhino Investment Partners, Inc's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 45
Filing on Apr 18, 2025 Q1 2025

Bender Robert & Associates

  • AAPL
  • NVDA
  • ISRG
  • AMZN
  • MELI
  • META
  • LLY
Bender Robert & Associates's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 40
Filing on May 06, 2025 Q1 2025

Blankinship & Foster, LLC

  • DFAU
  • VEU
  • VO
  • HEFA
  • VTI
  • VUG
  • DBEF
Blankinship & Foster, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 69
Filing on May 15, 2025 Q1 2025

Iii Capital Management

  • HYG
  • HYG
  • BKLN
  • LCID
  • CHTR
  • HRI
  • PCG
Iii Capital Management's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 44
Filing on May 07, 2025 Q1 2025

Marietta Investment Partners LLC

  • AAPL
  • MSFT
  • NVDA
  • MA
  • GWW
  • BRK-B
  • GOOGL
Marietta Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 155
Filing on Apr 28, 2025 Q1 2025

Rosenberg Matthew Hamilton

  • SPTM
  • VTI
  • JPST
  • BIV
  • VCIT
  • SCHF
  • JMST
Rosenberg Matthew Hamilton's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 823
Filing on May 15, 2025 Q1 2025

First Commonwealth Financial Corp

  • IVV
  • EFA
  • IWM
  • AAPL
  • FCF
  • XBAP
  • STBA
First Commonwealth Financial Corp 's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 349
Filing on May 14, 2025 Q1 2025

Kelly Lawrence W & Associates Inc

  • AAPL
  • GOOGL
  • COST
  • BR
  • AMD
  • ROP
  • V
Kelly Lawrence W & Associates Inc's Q1 2025 Portfolio
Portfolio Value 395 Million
Stocks 229
Filing on Apr 11, 2025 Q1 2025

Intellectus Partners, LLC

  • AMZN
  • TSLA
  • GOOG
  • META
  • FDD
  • MSFT
  • NVDA
Intellectus Partners, LLC's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 273