Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Wp Advisors, LLC

  • AAPL
  • VB
  • META
  • BRK-B
  • GOOG
  • NVDA
  • NFLX
Wp Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 116
Filing on Jul 24, 2025 Q2 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • GOOGL
  • IVW
  • AAPL
  • WMB
  • CRWD
  • MSFT
Blue Zone Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 110
Filing on Jul 03, 2025 Q2 2025

Rda Financial Network

  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • QQQ
  • AAPL
  • META
Rda Financial Network's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 256
Filing on Aug 11, 2025 Q2 2025

Thames Capital Management LLC

  • SPOT
  • MSFT
  • MA
  • META
  • V
  • GE
  • VRT
Thames Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 43
Filing on Jul 16, 2025 Q2 2025

Kendall Capital Management

  • SMMD
  • JIRE
  • AVGO
  • VUG
  • JPST
  • AVT
  • VSEC
Kendall Capital Management's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 225
Filing on Jul 22, 2025 Q2 2025

Capital City Trust CO

  • KO
  • MSFT
  • AVGO
  • AAPL
  • VOO
  • NVDA
  • AMZN
Capital City Trust CO's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 194
Filing on Jul 30, 2025 Q2 2025

Rothschild Capital Partners, LLC

  • JPM
  • AMZN
  • AAPL
  • MSFT
  • XLI
  • GLD
  • GOOGL
Rothschild Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 91
Filing on Aug 11, 2025 Q2 2025

Wbi Investments, Inc.

  • WBIY
  • WBIL
  • WBIG
  • WBIF
  • COM
  • QQQ
  • SCHB
Wbi Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 415
Filing on Oct 07, 2022 Q3 2022

American Research & Management Co.

  • AAPL
  • XOM
  • IBM
  • AMLP
  • JNJ
  • VBR
  • ADI
American Research & Management Co.'s Q3 2022 Portfolio
Portfolio Value 362 Million
Stocks 425
Filing on Jul 29, 2025 Q2 2025

Ifrah Financial Services, Inc.

  • TFLO
  • IVW
  • AAPL
  • IJK
  • SHY
  • VEU
  • FLOT
Ifrah Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 200
Filing on Aug 04, 2025 Q2 2025

Grant Street Asset Management, Inc.

  • JCPB
  • IVV
  • WINN
  • EFA
  • VOOV
  • VO
  • SCHX
Grant Street Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 84
Filing on Jul 31, 2025 Q2 2025

Peterson Wealth Services

  • VUG
  • NVDA
  • AAPL
  • JPM
  • TSLA
  • COST
  • AMZN
Peterson Wealth Services's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 221
Filing on Jul 31, 2025 Q2 2025

Oak Harbor Wealth Partners, LLC

  • VOO
  • AGG
  • VO
  • AAPL
  • IEFA
  • COST
  • SCHD
Oak Harbor Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 361 Million
Stocks 249
Filing on Jul 11, 2025 Q2 2025

Afg Fiduciary Services Limited Partnership

  • SPY
  • PULS
  • MINT
  • AMZN
  • IJH
  • QQQ
  • TLT
Afg Fiduciary Services Limited Partnership's Q2 2025 Portfolio
Portfolio Value 361 Million
Stocks 86
Filing on Jul 10, 2025 Q2 2025

Cypress Point Wealth Management, LLC

  • PLTR
  • DFAC
  • DFIC
  • VOO
  • VTI
  • DFUS
  • AVEM
Cypress Point Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 361 Million
Stocks 79
Filing on Aug 13, 2025 Q2 2025

Riggs Asset Managment Co. Inc.

  • GLD
  • NVDA
  • PAVE
  • AVGO
  • AAPL
  • C
  • AMLP
Riggs Asset Managment Co. Inc.'s Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 916
Filing on Jul 16, 2025 Q2 2025

Tempus Wealth Planning, LLC

  • GE
  • NVDA
  • MSFT
  • CGDV
  • QQQ
  • SCHZ
  • SPMO
Tempus Wealth Planning, LLC's Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 259
Filing on Aug 15, 2025 Q2 2025

Semmax Financial Advisors Inc.

  • FLOT
  • VUG
  • JPM
  • JAAA
  • VOO
  • NEAR
  • BKNG
Semmax Financial Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 431