Largest Portfolios by Value

Filing on Apr 24, 2025 Q1 2025

Scott & Selber, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AVGO
  • AMZN
  • GOOG
  • KMI
Scott & Selber, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 88
Filing on May 08, 2025 Q1 2025

Wellington Shields & Co., LLC

  • MSFT
  • AAPL
  • JPM
  • LLY
  • XOM
  • NVDA
  • ABBV
Wellington Shields & Co., LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 304
Filing on May 09, 2025 Q1 2025

Haverford Financial Services, Inc.

  • AAPL
  • MSFT
  • MA
  • JPM
  • COST
  • RTX
  • HON
Haverford Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 41
Filing on May 14, 2025 Q1 2025

Wick Capital Partners, LLC

  • ITOT
  • VTI
  • IVV
  • IXUS
  • JEPI
  • IEFA
  • JEPQ
Wick Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 104
Filing on Nov 14, 2023 Q3 2023

Jim Chanos

Kynikos Associates LP
  • DLR
  • EQIX
  • VRT
  • DLR
  • KRE
  • QQQ
  • WING
Jim Chanos's Q3 2023 Portfolio
Portfolio Value 312 Million
Stocks 32
Filing on May 13, 2025 Q1 2025

Riverview Capital Advisers, LLC

  • BRK-B
  • AAPL
  • AMZN
  • RSP
  • VO
  • VB
  • BXP
Riverview Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 88
Filing on May 05, 2025 Q1 2025

Summit Wealth & Retirement Planning, Inc.

  • SCHV
  • MGC
  • SCHG
  • SCHF
  • GLTR
  • SCHE
  • SCHA
Summit Wealth & Retirement Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 78
Filing on May 06, 2025 Q1 2025

Mc Collum Christoferson Group LLC

  • COST
  • AAPL
  • MSFT
  • ECL
  • V
  • HLT
  • IT
Mc Collum Christoferson Group LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 68
Filing on May 07, 2025 Q1 2025

Windmill Hill Asset Management LTD

  • SPYX
  • GE
  • MSFT
  • MCO
  • GOOGL
  • V
  • SPGI
Windmill Hill Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 26
Filing on May 09, 2025 Q1 2025

Idg China Venture Capital Fund Iv Associates L.P.

  • PDD
Idg China Venture Capital Fund Iv Associates L.P.'s Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 4
Filing on Apr 17, 2025 Q1 2025

Wagner Wealth Management, LLC

  • UCON
  • KNG
  • JPIE
  • JEPI
  • JMEE
  • SDVY
  • FID
Wagner Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 243
Filing on May 02, 2025 Q1 2025

Midwest Professional Planners, Ltd.

  • SPY
  • NVDA
  • EFA
  • AVGO
  • IEI
  • COST
  • JPM
Midwest Professional Planners, Ltd.'s Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 155
Filing on Apr 22, 2025 Q1 2025

Aspire Capital Advisors LLC

  • SCHD
  • DGRW
  • VOO
  • IWY
  • MSFT
  • BND
  • RWL
Aspire Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 91
Filing on Apr 25, 2025 Q1 2025

Rovin Capital

  • BUFR
  • DVA
  • VIG
  • SCHG
  • IEMG
  • SHY
  • IEFA
Rovin Capital 's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 177
Filing on May 12, 2025 Q1 2025

Bay Harbor Wealth Management, LLC

  • IUSB
  • IVV
  • DFAU
  • VEA
  • VUG
  • VTV
  • BNDX
Bay Harbor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 1150
Filing on May 07, 2025 Q1 2025

Gunma Bank,Ltd.

  • IEF
  • VGIT
  • SHV
  • IEI
  • SHY
  • SCHI
  • IGIB
Gunma Bank,Ltd.'s Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 33
Filing on May 06, 2025 Q1 2025

Wakefield Asset Management Lllp

  • EFV
  • EFG
  • IEMG
  • RSP
  • JPM
  • META
  • NFLX
Wakefield Asset Management Lllp's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 197
Filing on May 01, 2025 Q1 2025

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • VCSH
  • QQQ
  • FRDM
  • VT
Coyle Financial Counsel LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 76