Largest Portfolios by Value

Filing on May 07, 2025 Q1 2025

Meridian Management CO

  • VEA
  • IVV
  • VCIT
  • VWO
  • GVI
  • IJR
  • WMT
Meridian Management CO's Q1 2025 Portfolio
Portfolio Value 315 Million
Stocks 92
Filing on May 12, 2025 Q1 2025

Eam Global Investors LLC

  • QFIN
  • AGI
  • VRNA
  • CORT
  • SRAD
  • CRS
  • GENI
Eam Global Investors LLC's Q1 2025 Portfolio
Portfolio Value 315 Million
Stocks 80
Filing on May 05, 2025 Q1 2025

Jackson Creek Investment Advisors LLC

  • SCHH
  • BSV
  • SCHM
  • SCHX
  • CORT
  • SCHA
  • VIRT
Jackson Creek Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 315 Million
Stocks 286
Filing on May 07, 2025 Q1 2025

Physicians Financial Services, Inc.

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • WMT
  • GOOGL
  • MA
Physicians Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 107
Filing on Apr 16, 2025 Q1 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 532
Filing on May 13, 2025 Q1 2025

Northstar Asset Management Inc

  • ADP
  • AAPL
  • COST
  • MSFT
  • UL
  • SYK
  • TJX
Northstar Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 58
Filing on May 14, 2025 Q1 2025

Lansdowne Partners (Uk) LLP

  • DAL
  • TSM
  • ADI
  • GOLF
  • FCX
  • MCG
  • IONQ
Lansdowne Partners (Uk) LLP's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 47
Filing on Apr 28, 2025 Q1 2025

Xcel Wealth Management, LLC

  • RH
  • AMZN
  • BAC
  • GOOGL
  • AAPL
  • HD
  • F
Xcel Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 129
Filing on Apr 28, 2025 Q1 2025

Nova Point Capital, LLC

  • BRK-B
  • IBDQ
  • SPLG
  • AAPL
  • HD
  • VTI
  • MSFT
Nova Point Capital, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 137
Filing on May 09, 2025 Q1 2025

Keb Asset Management, LLC

  • DFAC
  • DFUV
  • DFAT
  • DFIV
  • DFUS
  • AVUV
  • WMT
Keb Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 82
Filing on Apr 10, 2025 Q1 2025

Bridge Creek Capital Management LLC

  • AAPL
  • JPM
  • MSFT
  • BX
  • BAC
  • GOOG
  • NEE
Bridge Creek Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 105
Filing on May 15, 2025 Q1 2025

Rinkey Investments

  • TFLO
  • SPTM
  • SPDW
  • MUB
  • VEA
  • VTV
  • SPAB
Rinkey Investments's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 95
Filing on Apr 25, 2025 Q1 2025

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • USMV
  • BOND
  • SCHE
  • IAUM
Morgan Rosel Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 351
Filing on Apr 23, 2025 Q1 2025

Bank Of Stockton

  • IVV
  • IJH
  • BIV
  • IJR
  • IVE
  • AAPL
  • IEMG
Bank Of Stockton's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 153
Filing on May 09, 2025 Q1 2025

Supplemental Annuity Collective Trust Of Nj

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Supplemental Annuity Collective Trust Of Nj's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 209
Filing on May 01, 2025 Q1 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • MUB
  • EFV
  • EFG
  • EMXC
Cardinal Strategic Wealth Guidance's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 64
Filing on May 06, 2025 Q1 2025

Kidder Stephen W

  • AAPL
  • ADP
  • MA
  • GOOGL
  • MSFT
  • ABT
  • AMZN
Kidder Stephen W's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 312
Filing on May 07, 2025 Q1 2025

Ballast Advisors LLC

  • SCHV
  • SCHX
  • SCHF
  • SCHG
  • AAPL
  • AGG
  • SCHO
Ballast Advisors LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 164