Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Waypoint Wealth Partners Inc.

  • AVUS
  • DFAC
  • AVDE
  • AVEM
  • DFIC
  • UPS
  • ESGU
Waypoint Wealth Partners Inc.'s Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 70
Filing on May 09, 2025 Q1 2025

Arjuna Capital

  • SGOV
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • SPTI
  • AMZN
Arjuna Capital's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 113
Filing on Apr 24, 2025 Q1 2025

Wealth Bridge Capital Management, LLC

  • IVV
  • RSP
  • BRK-B
  • SPY
  • BKLC
  • AAPL
  • QQQ
Wealth Bridge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 348 Million
Stocks 201
Filing on Apr 08, 2025 Q1 2025

Lantz Financial LLC

  • IVV
  • CGXU
  • HDV
  • VTI
  • BJUN
  • MSFT
  • BSCQ
Lantz Financial LLC's Q1 2025 Portfolio
Portfolio Value 348 Million
Stocks 222
Filing on Apr 23, 2025 Q1 2025

E&G Advisors, LP

  • IWF
  • VIG
  • SPY
  • QQQ
  • VTV
  • JPM
  • RSP
E&G Advisors, LP's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 207
Filing on Apr 17, 2025 Q1 2025

Stewardship Advisors, LLC

  • IVV
  • QQQM
  • RWL
  • SPAB
  • IMFL
  • VEA
  • VTEB
Stewardship Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 146
Filing on Apr 29, 2025 Q1 2025

Tradewinds, Llc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • PG
  • BRK-B
Tradewinds, Llc.'s Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 211
Filing on May 13, 2025 Q1 2025

Continental Grain CO

  • IFF
  • LW
  • QSR
  • EL
Continental Grain CO's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Activest Wealth Management

  • SPY
  • RSP
  • AAPL
  • MOAT
  • QQQ
  • AMZN
  • META
Activest Wealth Management's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 1336
Filing on Apr 29, 2025 Q1 2025

Navalign, LLC

  • FBND
  • SCHP
  • AAPL
  • IJR
  • VIGI
  • SPYV
  • SPYG
Navalign, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 114
Filing on Apr 11, 2025 Q1 2025

Compton Financial Group, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPDW
  • SPSM
  • SPIB
Compton Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 48
Filing on May 15, 2025 Q1 2025

Tfg Asset Management Gp LTD

  • HYG
  • PATH
  • KGEIF
  • CXM
  • INFA
  • AUTL
  • LYFT
Tfg Asset Management Gp LTD's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 32
Filing on May 08, 2025 Q1 2025

Clark Estates Inc

  • BAX
  • SNN
  • DNB
  • MDT
  • HLN
  • DEO
  • IQV
Clark Estates Inc's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 94
Filing on May 13, 2025 Q1 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 6
Filing on Apr 29, 2025 Q1 2025

Interchange Capital Partners, LLC

  • SMLR
  • AAPL
  • JMST
  • IQLT
  • MSFT
  • VTV
  • IVV
Interchange Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 299
Filing on Apr 22, 2025 Q1 2025

Paradiem, LLC

  • GD
  • NEE
  • CBT
  • FAST
  • QCOM
  • PAYX
  • ORI
Paradiem, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 52
Filing on May 14, 2025 Q1 2025

Resolute Advisors LLC

  • U
  • VOO
  • QQQ
  • SPY
  • RBLX
  • MGK
  • EFA
Resolute Advisors LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 81
Filing on May 15, 2025 Q1 2025

Searle & Co.

  • AAPL
  • MSFT
  • AXP
  • ABBV
  • XOM
  • PM
  • PANW
Searle & Co.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 176