Largest Portfolios by Value

Filing on Aug 08, 2024 Q2 2024

Tmd Wealth Management, LLC

  • VTV
  • VUG
  • QUAL
  • DGRW
  • BTAL
  • IAU
  • JMBS
Tmd Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 387 Million
Stocks 56
Filing on Apr 22, 2025 Q1 2025

Aspire Private Capital, LLC

  • SPAB
  • FISR
  • VEA
  • VUG
  • VTV
  • SPDW
  • SPEM
Aspire Private Capital, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 174
Filing on Apr 14, 2025 Q1 2025

Cmh Wealth Management LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • SMMD
  • VFH
  • VDE
Cmh Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 55
Filing on Apr 11, 2025 Q1 2025

Medicxi Ventures Management (Jersey) LTD

  • CNTA
  • PHAT
  • RAPT
  • AURA
  • NAMS
Medicxi Ventures Management (Jersey) LTD's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 5
Filing on Feb 24, 2025 Q4 2024

Cypress Asset Management Inc

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AVGO
  • AMZN
  • JPM
Cypress Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 105
Filing on Apr 11, 2025 Q1 2025

Stokes Capital Advisors, LLC

  • MSFT
  • MINT
  • TJX
  • V
  • MCD
  • AVGO
  • JPM
Stokes Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 73
Filing on May 05, 2025 Q1 2025

Riverpoint Wealth Management Holdings, LLC

  • GSLC
  • SCHF
  • VEA
  • VO
  • FNDA
  • IVV
  • FBND
Riverpoint Wealth Management Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 54
Filing on May 12, 2025 Q1 2025

Manhattan West Asset Management, LLC

  • CMF
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • MUB
  • MLN
Manhattan West Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 386 Million
Stocks 139
Filing on Apr 16, 2025 Q1 2025

F&V Capital Management, LLC

  • CVX
  • RTX
  • URI
  • ALL
  • GILD
  • PSX
  • NEM
F&V Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 385 Million
Stocks 55
Filing on Apr 22, 2025 Q1 2025

Professional Financial Advisors, LLC

  • SPTM
  • AGG
  • NTSX
  • VXUS
  • VOO
  • VTI
  • NTSI
Professional Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 385 Million
Stocks 108
Filing on May 12, 2025 Q1 2025

Eagle Health Investments LP

  • ARGX
  • NTRA
  • ICLR
  • INSM
  • ILMN
  • BMRN
  • NBIX
Eagle Health Investments LP's Q1 2025 Portfolio
Portfolio Value 385 Million
Stocks 20
Filing on Apr 23, 2025 Q1 2025

Peavine Capital, LLC

  • GOVT
  • SPY
  • AAPL
  • CAT
  • DFAS
  • DFUS
  • JNJ
Peavine Capital, LLC's Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 10
Filing on Apr 17, 2025 Q1 2025

Mason & Associates Inc

  • JQUA
  • DFUS
  • VCSH
  • AGZ
  • SJNK
  • HFXI
  • IQLT
Mason & Associates Inc's Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 113
Filing on May 05, 2025 Q1 2025

Hussman Strategic Advisors, Inc.

  • GOLD
  • NEM
  • AEM
  • CPB
  • CL
  • GOOG
  • CORT
Hussman Strategic Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 232
Filing on Jan 30, 2023 Q4 2022

Burleson & Company, LLC

  • MSFT
  • AAPL
  • TSLA
  • VOO
  • NVDA
  • SCHF
  • AMZN
Burleson & Company, LLC's Q4 2022 Portfolio
Portfolio Value 384 Million
Stocks 426
Filing on Jan 21, 2025 Q4 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • AAPL
  • NVDA
  • MSFT
  • META
  • SPTS
Dgs Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 384 Million
Stocks 306
Filing on Feb 14, 2025 Q4 2024

Bison Wealth, LLC

  • IEF
  • AAPL
  • QQQ
  • NVDA
  • SCHD
  • MSFT
  • SPLG
Bison Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 383 Million
Stocks 320
Filing on May 07, 2025 Q1 2025

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

  • QQQ
  • SPY
  • XLF
  • XLI
  • EPI
  • XLV
  • V
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD's Q1 2025 Portfolio
Portfolio Value 383 Million
Stocks 64