Largest Portfolios by Value

Filing on Apr 10, 2025 Q1 2025

Rialto Wealth Management, LLC

  • SPTM
  • VOO
  • IEFA
  • VEA
  • BND
  • VCSH
  • VONE
Rialto Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 994
Filing on Apr 08, 2025 Q1 2025

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • VWO
  • IJR
  • VMBS
Whitcomb & Hess, Inc.'s Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 54
Filing on Apr 25, 2025 Q1 2025

Northcape Wealth Management, LLC

  • GLD
  • JAAA
  • LQD
  • IEFA
  • IQLT
  • KMI
  • AAPL
Northcape Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 134
Filing on Apr 18, 2025 Q1 2025

Lion Street Advisors, LLC

  • GIS
  • COST
  • QQQ
  • SCHD
  • PULS
  • VOO
  • AAPL
Lion Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 266
Filing on Apr 30, 2025 Q1 2025

Rock Point Advisors, LLC

  • C
  • TJX
  • SONY
  • AAPL
  • AES
  • CSCO
  • AVGO
Rock Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 106
Filing on May 15, 2025 Q1 2025

3 G Capital Partners LP

  • META
  • ADI
  • PDD
  • MELI
  • CPNG
  • CVNA
  • GSHD
3 G Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 16
Filing on May 12, 2025 Q1 2025

Iyo Bank, Ltd.

  • MSFT
  • GOOGL
  • AAPL
  • GOOG
  • VNQ
  • AMZN
  • ADBE
Iyo Bank, Ltd.'s Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 51
Filing on May 06, 2025 Q1 2025

Boyd Watterson Asset Management LLC

  • SPY
  • MSFT
  • IGSB
  • GOOGL
  • JPM
  • AVGO
  • LLY
Boyd Watterson Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 429
Filing on Apr 11, 2025 Q1 2025

Snider Financial Group

  • IVV
  • AGG
  • VIG
  • MSFT
  • GOVT
  • AAPL
  • LLY
Snider Financial Group's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 110
Filing on May 12, 2025 Q1 2025

Proem Advisors LLC

  • QQQ
  • AMZN
  • MSFT
  • GOOG
  • META
  • NVDA
  • HIMS
Proem Advisors LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 26
Filing on May 29, 2025 Q1 2025

Apeiron Ria LLC

  • SPLG
  • IUSB
  • DFIV
  • MUB
  • AVUV
  • VYM
  • EFV
Apeiron Ria LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 199
Filing on Apr 08, 2025 Q1 2025

Stolper CO

  • BRK-B
  • JPM
  • AAPL
  • OKE
  • CVX
  • AFL
  • DFS
Stolper CO's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 87
Filing on Apr 11, 2025 Q1 2025

Adamsbrown Wealth Consultants LLC

  • SCHD
  • CGGR
  • CGCP
  • QQQM
  • XMHQ
  • HEFA
  • PPH
Adamsbrown Wealth Consultants LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 101
Filing on May 15, 2025 Q1 2025

Running Point Capital Advisors, LLC

  • BIL
  • QQQ
  • IEMG
  • QQQM
  • BILS
  • VOO
  • QUAL
Running Point Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 182
Filing on May 07, 2025 Q1 2025

Seafarer Capital Partners, LLC

  • ABEV
  • BUD
  • ITUB
  • XP
  • BAP
  • KOF
  • ARCO
Seafarer Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 7
Filing on May 09, 2025 Q1 2025

State Of New Jersey Common Pension Fund E

  • ORCC
State Of New Jersey Common Pension Fund E's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 1
Filing on Apr 10, 2025 Q1 2025

Bonness Enterprises Inc

  • PGR
  • SYK
  • MSFT
  • AAPL
  • ABBV
  • IBM
  • JNJ
Bonness Enterprises Inc's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 57
Filing on May 13, 2025 Q1 2025

Fca Corp

  • VGT
  • VEA
  • GSIE
  • BSCP
  • BSCQ
  • FLOT
  • RSP
Fca Corp 's Q1 2025 Portfolio
Portfolio Value 304 Million
Stocks 186