Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

First Premier Bank

  • VTI
  • VTV
  • AAPL
  • PHDG
  • VGT
  • MSFT
  • BRK-B
First Premier Bank's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 617
Filing on Apr 15, 2025 Q1 2025

First National Bank Of Mount Dora, Trust Investment Services

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • COST
  • LLY
  • TMUS
First National Bank Of Mount Dora, Trust Investment Services's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 223
Filing on May 07, 2025 Q1 2025

Am Investment Strategies LLC

  • AAPL
  • BRK-B
  • AMZN
  • META
  • GOOG
  • GE
  • MSFT
Am Investment Strategies LLC's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 106
Filing on Aug 14, 2024 Q2 2024

Vantage Financial Partners Ltd., Inc.

  • SPY
  • DFAI
  • FBND
  • ITOT
  • CGGR
  • IJR
  • QQQ
Vantage Financial Partners Ltd., Inc.'s Q2 2024 Portfolio
Portfolio Value 394 Million
Stocks 103
Filing on Jan 26, 2023 Q4 2022

York Bridge Wealth Partners, LLC

  • SPY
  • AAPL
  • VYM
  • VONG
  • MSFT
  • WRB
  • JNJ
York Bridge Wealth Partners, LLC's Q4 2022 Portfolio
Portfolio Value 394 Million
Stocks 256
Filing on May 14, 2025 Q1 2025

Raab & Moskowitz Asset Management LLC

  • VTI
  • AAPL
  • MGK
  • BRK-B
  • COST
  • MSFT
  • TJX
Raab & Moskowitz Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 393 Million
Stocks 177
Filing on May 01, 2025 Q1 2025

Cutter & CO Brokerage, Inc.

  • BRK-B
  • EPD
  • NVO
  • HEI
  • GOOG
  • ET
  • AMZN
Cutter & CO Brokerage, Inc.'s Q1 2025 Portfolio
Portfolio Value 393 Million
Stocks 183
Filing on May 14, 2025 Q1 2025

Okabena Investment Services Inc

  • VOO
  • VXUS
  • TGT
  • EEM
  • SPY
  • VEA
  • VWO
Okabena Investment Services Inc's Q1 2025 Portfolio
Portfolio Value 393 Million
Stocks 124
Filing on Apr 30, 2025 Q1 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • MDY
  • CVX
Peddock Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 157
Filing on Apr 29, 2025 Q1 2025

Core Alternative Capital

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • LLY
  • UNH
  • WMT
Core Alternative Capital's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 345
Filing on May 01, 2025 Q1 2025

High Note Wealth, LLC

  • IVV
  • ESGD
  • SCHM
  • XLK
  • AAPL
  • AGG
  • TLT
High Note Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 884
Filing on May 15, 2025 Q1 2025

Appian Way Asset Management LP

  • GLNG
  • SGML
  • PCT
  • SEE
  • CC
  • DY
  • GEO
Appian Way Asset Management LP's Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 29
Filing on May 15, 2025 Q1 2025

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • META
  • QQQ
  • CRWD
Newbridge Financial Services Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 1045
Filing on May 14, 2025 Q1 2025

Bedell Frazier Investment Counseling, LLC

  • GLD
  • AAPL
  • AMZN
  • UTF
  • KO
  • GOOGL
  • MSFT
Bedell Frazier Investment Counseling, LLC's Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 102
Filing on May 06, 2025 Q1 2025

Quadrant Private Wealth Management, LLC

  • NVDA
  • SPLG
  • META
  • IVE
  • NFLX
  • SPY
  • TLT
Quadrant Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 229
Filing on May 02, 2025 Q1 2025

Poehling Capital Management, Inc.

  • BRK-B
  • FRFHF
  • MKL
  • CNNE
  • SCHW
  • WFC
  • GOOG
Poehling Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 131
Filing on Apr 11, 2025 Q1 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • PSTP
  • BUFF
  • SPEM
  • OSCV
Kfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 189
Filing on Apr 16, 2025 Q1 2025

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • COST
  • IWV
  • XOM
  • JPM
  • PGR
Ipswich Investment Management Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 186