Largest Portfolios by Value

Filing on May 01, 2025 Q1 2025

Prism Advisors, Inc.

  • IHDG
  • XCEM
  • VTV
  • WTV
  • DFIV
  • RWK
  • JAVA
Prism Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 323 Million
Stocks 62
Filing on Apr 25, 2025 Q1 2025

Monument Capital Management

  • MSFT
  • ITOT
  • AAPL
  • IWF
  • IWB
  • IWP
  • USHY
Monument Capital Management's Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 193
Filing on Jan 27, 2023 Q4 2022

Equius Partners, Inc.

  • DFUV
  • DFAT
  • DFIV
  • DFUS
  • DISV
  • DFSV
  • DFAS
Equius Partners, Inc.'s Q4 2022 Portfolio
Portfolio Value 322 Million
Stocks 28
Filing on May 06, 2025 Q1 2025

Machina Capital S.A.S.

  • LBRDK
  • PNC
  • AON
  • USB
  • MRK
  • PG
  • PEP
Machina Capital S.A.S.'s Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 275
Filing on Apr 17, 2025 Q1 2025

Lorne Steinberg Wealth Management Inc.

  • RY
  • BRK-B
  • META
  • ALL
  • MSFT
  • V
  • GOOGL
Lorne Steinberg Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 70
Filing on Apr 30, 2025 Q1 2025

Freedom Day Solutions, LLC

  • MBOX
  • SPTM
  • AAPL
  • USRT
  • VXUS
  • PFF
  • MSFT
Freedom Day Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 95
Filing on May 01, 2025 Q1 2025

Platform Technology Partners

  • AAPL
  • MSFT
  • AMZN
  • SCHD
  • APO
  • BRK-B
  • NVDA
Platform Technology Partners's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 235
Filing on Apr 29, 2025 Q1 2025

Riggs Asset Managment Co. Inc.

  • GLD
  • PAVE
  • AAPL
  • AMLP
  • NVDA
  • V
  • IJH
Riggs Asset Managment Co. Inc.'s Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 636
Filing on May 15, 2025 Q1 2025

Proquility Private Wealth Partners, LLC

  • IEMG
  • IEFA
  • XLF
  • VGT
  • XLV
  • VB
  • XLY
Proquility Private Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 82
Filing on May 15, 2025 Q1 2025

Delaware Ladera Management Company, Inc.

  • EOG
  • COP
  • CTRA
Delaware Ladera Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 3
Filing on Apr 08, 2025 Q1 2025

Legacy Wealth Asset Management, LLC

  • TFLO
  • MLPA
  • BLES
  • ISMD
  • WWJD
  • AAPL
  • GBTC
Legacy Wealth Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 339
Filing on May 05, 2025 Q1 2025

Peterson Wealth Services

  • VUG
  • AAPL
  • NVDA
  • COST
  • JPM
  • AMZN
  • TSLA
Peterson Wealth Services's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 206
Filing on May 14, 2025 Q1 2025

Wealth Trust Axiom LLC

  • AAPL
  • KMI
  • IBM
  • MSFT
  • LYTS
  • EPM
  • LLY
Wealth Trust Axiom LLC's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 255
Filing on Apr 25, 2025 Q1 2025

Shilanski & Associates, Inc.

  • SPY
  • SCHB
  • FNDF
  • SPHD
  • TIP
  • SPIB
  • JNK
Shilanski & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 104
Filing on May 15, 2025 Q1 2025

Harvest Investment Services, LLC

  • LMBS
  • FOCT
  • QSPT
  • FTSM
  • GLD
  • CLOI
  • NVDA
Harvest Investment Services, LLC's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 277
Filing on May 01, 2025 Q1 2025

Curtis Advisory Group, LLC

  • SPY
  • SCHG
  • NVDA
  • IWF
  • VGT
  • JEPI
  • QQQ
Curtis Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 100
Filing on Jul 26, 2023 Q2 2023

Relaxing Retirement Coach

  • DFUS
  • DFIC
  • DFAS
  • DFEM
  • DFCF
  • DFAT
  • DFNM
Relaxing Retirement Coach's Q2 2023 Portfolio
Portfolio Value 320 Million
Stocks 76
Filing on May 02, 2025 Q1 2025

Windsor Capital Management, LLC

  • IVV
  • SPYV
  • SPLG
  • ESGD
  • IJH
  • IBDS
  • IBDT
Windsor Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 118