Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Mount Capital LTD

  • WFC
  • SCHW
  • NOMD
  • LBRDK
  • KMX
  • CCK
  • ALV
Mount Capital LTD's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 18
Filing on Apr 29, 2025 Q1 2025

Vela Investment Management, LLC

  • KEX
  • BRK-B
  • HUBG
  • GHC
  • GOOGL
  • SPY
  • CRTO
Vela Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 154
Filing on Apr 21, 2025 Q1 2025

Ayalon Insurance Comp Ltd.

  • ACWI
  • XLK
  • XLV
  • XLC
  • XLF
  • VFH
  • SPY
Ayalon Insurance Comp Ltd.'s Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 59
Filing on Apr 24, 2025 Q1 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IWD
  • VIG
  • EQWL
Cm Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 86
Filing on Apr 30, 2025 Q1 2025

Tru Independence LLC

  • DFAC
  • FBND
  • FTCS
  • RDVY
  • DFAI
  • AAPL
  • BAC
Tru Independence LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 111
Filing on May 15, 2025 Q1 2025

Lead Edge Capital Management, LLC

  • YEXT
  • RELY
  • NCNO
  • APPN
  • TOST
  • ENFN
  • STNE
Lead Edge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 10
Filing on Apr 14, 2025 Q1 2025

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • JPST
  • IEFA
  • VTIP
  • LQD
Lpwm LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 84
Filing on May 12, 2025 Q1 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • UPS
  • XLV
  • SPY
Measured Wealth Private Client Group, LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 170
Filing on May 13, 2025 Q1 2025

Cws Financial Advisors, LLC

  • SYK
  • VOO
  • IJR
  • AAPL
  • VXUS
  • VTV
  • VUG
Cws Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 128
Filing on May 07, 2025 Q1 2025

Spectrum Financial Alliance LTD LLC

  • BA
  • BAC
  • C
  • QCOM
  • LMT
  • DE
  • GE
Spectrum Financial Alliance LTD LLC's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 20
Filing on May 05, 2025 Q1 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • AMZN
  • MA
  • GOOGL
  • MSFT
  • NVDA
Birinyi Associates Inc's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 56
Filing on May 15, 2025 Q1 2025

Untitled Investments LP

  • TRU
  • MSFT
  • MELI
  • CPNG
  • CBRE
  • WDAY
  • FND
Untitled Investments LP's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 15
Filing on May 01, 2025 Q1 2025

F Dx Advisors, Inc.

  • BND
  • IDEV
  • MBB
  • SCHP
  • IWD
  • IWF
  • IEMG
F Dx Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 175
Filing on May 13, 2025 Q1 2025

Nfc Investments, LLC

  • MTG
  • APO
  • WEST
  • PGR
  • AZO
  • GOOG
  • DAR
Nfc Investments, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 36
Filing on Apr 10, 2025 Q1 2025

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • DFAX
  • VTIP
  • AVDV
  • IGSB
Prosperity Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 104
Filing on Apr 19, 2024 Q1 2024

Cutler Group LP

  • ITOT
  • IVW
  • DIA
  • QQQ
  • AMD
  • MDGL
  • XLU
Cutler Group LP's Q1 2024 Portfolio
Portfolio Value 307 Million
Stocks 2928
Filing on May 15, 2025 Q1 2025

Quantedge Capital Pte LTD

  • ALKS
  • DNOW
  • ALK
  • TGNA
  • YELP
  • COLM
  • GIII
Quantedge Capital Pte LTD's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 109
Filing on Apr 24, 2025 Q1 2025

Elevated Capital Advisors, LLC

  • SPLG
  • AAPL
  • VUG
  • VEA
  • VTV
  • MSFT
  • BNDX
Elevated Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 252