Largest Portfolios by Value

Filing on Jun 05, 2025 Q1 2025

Fruth Investment Management

  • GWW
  • LIN
  • MA
  • XOM
  • TSCO
  • ADP
  • MSFT
Fruth Investment Management's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 219
Filing on May 07, 2025 Q1 2025

Evergreen Advisors, LLC

  • SCHB
  • SCHF
  • VCIT
  • SCHD
  • VGIT
  • VMBS
  • IJR
Evergreen Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 17
Filing on May 14, 2025 Q1 2025

Estate Counselors, LLC

  • SHV
  • VFH
  • VDE
  • XLP
  • XLB
  • VHT
  • BNDX
Estate Counselors, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 91
Filing on May 02, 2025 Q1 2025

Landaas & CO

  • VTI
  • IWD
  • QUAL
  • TFLO
  • STLG
  • VOO
  • IWF
Landaas & CO 's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 94
Filing on May 07, 2025 Q1 2025

Nvwm, LLC

  • AAPL
  • MSFT
  • AMZN
  • IEF
  • GOOGL
  • NVDA
  • GLD
Nvwm, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 863
Filing on Apr 17, 2025 Q1 2025

Cornerstone Wealth Advisors, Inc.

  • SCHR
  • VGSH
  • SCHG
  • VUG
  • VTV
  • VEA
  • SCHV
Cornerstone Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 45
Filing on Apr 18, 2025 Q1 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • FLOT
  • MSFT
Gsb Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 227
Filing on Apr 22, 2025 Q1 2025

Mayport, LLC

  • VOO
  • VGSH
  • VEA
  • VXF
  • VTI
  • VGIT
  • SHV
Mayport, LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 90
Filing on Apr 11, 2025 Q1 2025

Insight Advisors, LLC

  • AAPL
  • NVDA
  • SPY
  • DGRW
  • AMZN
  • AGGY
  • MSFT
Insight Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 282
Filing on May 14, 2025 Q1 2025

Shannon River Fund Management LLC

  • IDCC
  • PEGA
  • TSEM
  • CWAN
  • FLEX
  • QRVO
  • ESTC
Shannon River Fund Management LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Silver Rock Financial LP

  • HYG
  • CMCSA
  • ACHC
  • CYH
  • CABO
  • SEAT
  • ATUS
Silver Rock Financial LP's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 29
Filing on May 07, 2025 Q1 2025

Arch Capital Group Ltd.

  • JAAA
  • IGSB
  • SHYG
  • HYG
Arch Capital Group Ltd.'s Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 4
Filing on May 07, 2025 Q1 2025

Iat Reinsurance CO Ltd.

  • MERC
  • RJF
  • GS
  • AMGN
  • SRL
  • SIGI
  • GLW
Iat Reinsurance CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 358 Million
Stocks 76
Filing on May 22, 2025 Q1 2025

Wbi Investments, Inc.

  • WBIY
  • WBIG
  • WBIL
  • WBIF
  • QQQ
  • COM
  • F
Wbi Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 358 Million
Stocks 315
Filing on May 07, 2025 Q1 2025

Vantage Financial Partners, LLC

  • ITOT
  • IVV
  • IXUS
  • AGG
  • DIVO
  • IUSG
  • IJH
Vantage Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 194
Filing on May 06, 2025 Q1 2025

Hedeker Wealth, LLC

  • PLTR
  • MSFT
  • AVGO
  • AAPL
  • AMZN
  • NVDA
  • GDDY
Hedeker Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 87
Filing on May 13, 2025 Q1 2025

Great Diamond Partners, LLC

  • IWV
  • VTI
  • IEFA
  • VUG
  • SPY
  • VXF
  • MSFT
Great Diamond Partners, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 179
Filing on May 05, 2025 Q1 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VIS
  • VEU
Berkeley Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 168