Largest Portfolios by Value

Filing on Apr 17, 2025 Q1 2025

Rs Crum Inc.

  • BSV
  • DFUS
  • DFAC
  • DFIC
  • DFUV
  • GLD
  • DFEM
Rs Crum Inc.'s Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 88
Filing on Apr 07, 2025 Q1 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • VTI
  • IEFA
  • VB
  • DVY
Goal Vest Advisory LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 503
Filing on Apr 21, 2025 Q1 2025

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • BIL
  • LQD
  • JEPI
  • MLPX
  • AOK
Curran Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 100
Filing on May 16, 2025 Q1 2025

Semmax Financial Advisors Inc.

  • FLOT
  • JPM
  • JAAA
  • NEAR
  • VUG
  • SRLN
  • VOO
Semmax Financial Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 432
Filing on Apr 21, 2025 Q1 2025

Citizens & Northern Corp

  • VONG
  • IGE
  • FREL
  • IEMG
  • IJH
  • SPMD
  • AAPL
Citizens & Northern Corp's Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 118
Filing on May 01, 2025 Q1 2025

Whitener Capital Management, Inc.

  • AAPL
  • JPM
  • WMT
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
Whitener Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 154
Filing on May 14, 2025 Q1 2025

Contrarian Capital Management, L.L.C.

  • HSBC
  • PBR
  • GGB
  • VALE
  • BUR
  • TX
  • ASTL
Contrarian Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 35
Filing on May 06, 2025 Q1 2025

Convergence Investment Partners, LLC

  • NVDA
  • AMZN
  • META
  • IBM
  • QCOM
  • WMT
  • GILD
Convergence Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 237
Filing on May 06, 2025 Q1 2025

Prudent Investors Network, Inc.

  • FBND
  • EMBD
  • IEF
  • IAGG
  • XLF
  • VO
  • QQQ
Prudent Investors Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 36
Filing on Apr 29, 2025 Q1 2025

Timber Creek Capital Management LLC

  • V
  • MSFT
  • BRK-B
  • AMZN
  • IAU
  • GLDM
  • AAPL
Timber Creek Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 83
Filing on Apr 23, 2025 Q1 2025

Saybrook Capital

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • V
  • FDS
  • ADP
Saybrook Capital 's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 43
Filing on Jan 16, 2024 Q4 2023

Engrave Wealth Partners LLC

  • XOM
  • DSTL
  • VOO
  • VUG
  • GSST
  • BSCQ
  • DEM
Engrave Wealth Partners LLC's Q4 2023 Portfolio
Portfolio Value 350 Million
Stocks 81
Filing on Nov 15, 2023 Q3 2023

Kb Financial Partners, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • JPST
  • IAU
Kb Financial Partners, LLC's Q3 2023 Portfolio
Portfolio Value 350 Million
Stocks 581
Filing on Apr 28, 2025 Q1 2025

Milestone Investment Advisors LLC

  • SPHQ
  • SCHG
  • SCHX
  • VUG
  • FDVV
  • SCHB
  • IVV
Milestone Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 126
Filing on Oct 25, 2023 Q3 2023

Cornerstone Retirement Group, Inc.

  • SPY
  • IEF
  • SHV
  • AGG
  • ITOT
  • IXUS
  • IAGG
Cornerstone Retirement Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 349 Million
Stocks 33
Filing on Apr 10, 2025 Q1 2025

Benin Management Corp

  • SPY
  • AAPL
  • MSFT
  • V
  • QQQ
  • DIA
  • PEP
Benin Management Corp's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 127
Filing on May 05, 2025 Q1 2025

Summit Partners L P

  • LFST
  • JAMF
  • DTC
  • MTSI
  • ATEN
  • EGHT
Summit Partners L P's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

G.F.W. Energy Xii, L.P.

  • OPAL
G.F.W. Energy Xii, L.P.'s Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 2