Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

Madison Wealth Partners, Inc

  • IUSG
  • DGRO
  • IUSV
  • IJR
  • DYNF
  • IVV
  • ONEQ
Madison Wealth Partners, Inc's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 157
Filing on May 05, 2025 Q1 2025

Winch Advisory Services, LLC

  • SPTM
  • VGSH
  • AAPL
  • VCIT
  • BIL
  • NVDA
  • AMZN
Winch Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 504
Filing on Apr 30, 2025 Q1 2025

Twelve Points Wealth Management LLC

  • BIL
  • SGOV
  • ASA
  • FLTR
  • VTIP
  • RFG
  • FPE
Twelve Points Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 176
Filing on May 15, 2025 Q1 2025

Centric Wealth Management

  • UPS
  • SPTS
  • AAPL
  • HSUN
  • PALC
  • LLY
  • FTLS
Centric Wealth Management's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 175
Filing on May 08, 2025 Q1 2025

Castellan Group

  • HALO
  • MSFT
  • FTNT
  • IDCC
  • TSCO
  • MCK
  • YOU
Castellan Group's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 65
Filing on May 14, 2025 Q1 2025

Frisch Financial Group, Inc.

  • RSP
  • QQQE
  • VTV
  • IBDW
  • AAPL
  • JPST
  • VO
Frisch Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 128
Filing on Jul 26, 2022 Q2 2022

Bt Wealth Management LLC

  • IWB
  • IVV
  • VIG
  • RSP
  • IWF
  • HDV
  • VGSH
Bt Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 356 Million
Stocks 65
Filing on Apr 30, 2025 Q1 2025

Clarity Wealth Advisors, LLC

  • AAPL
  • SPY
  • VTI
  • QQQ
  • VIG
  • IJH
  • DIA
Clarity Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 95
Filing on May 18, 2023 Q1 2023

Hnp Capital LLC

  • VTIP
  • VGSH
  • IGSB
  • VRIG
  • VMBS
  • RSP
  • SHYG
Hnp Capital LLC's Q1 2023 Portfolio
Portfolio Value 356 Million
Stocks 128
Filing on Apr 17, 2025 Q1 2025

Farmers & Merchants Trust CO Of Long Beach

  • AAPL
  • MSFT
  • BRK-B
  • COST
  • AMZN
  • JPM
  • EFA
Farmers & Merchants Trust CO Of Long Beach's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 311
Filing on Nov 08, 2024 Q3 2024

Darwin Advisors, LLC

  • AFIF
  • MGK
  • EFA
  • AAPL
  • QQQ
  • UCON
  • LMBS
Darwin Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 356 Million
Stocks 648
Filing on May 15, 2025 Q1 2025

C Partners Holding Gmb H

  • MSFT
  • GOOGL
  • EFX
  • BKNG
  • GPN
  • FISV
  • TPR
C Partners Holding Gmb H's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 12
Filing on Apr 09, 2025 Q1 2025

Shulman De Meo Asset Management LLC

  • SPY
  • AAPL
  • EFA
  • IVV
  • IJR
  • SDY
  • HDV
Shulman De Meo Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 116
Filing on Apr 16, 2025 Q1 2025

Big Sur Wealth Management LLC

  • BRK-A
  • SPY
  • VGK
  • IWV
  • AAPL
  • NVDA
  • BX
Big Sur Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 154
Filing on Apr 11, 2025 Q1 2025

Sunflower Bank, N.A.

  • AGG
  • VV
  • VTEB
  • VXUS
  • IJR
  • PG
  • VRIG
Sunflower Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 188
Filing on May 05, 2025 Q1 2025

Auxano Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • COST
  • PHYS
  • IWB
  • IWY
Auxano Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 162
Filing on Apr 29, 2025 Q1 2025

Drake & Associates, LLC

  • FBND
  • RECS
  • IUSV
  • FIXD
  • JAAA
  • SPYG
  • IJH
Drake & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 89
Filing on Apr 02, 2025 Q1 2025

Waller Financial Planning Group, Inc

  • IVV
  • SPDW
  • SPMD
  • SPSM
  • OMFL
  • SPAB
  • IGEB
Waller Financial Planning Group, Inc's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 72