Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • BRK-B
  • AAPL
  • IJH
  • IVV
Pinnacle Bancorp, Inc.'s Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 898
Filing on Apr 28, 2025 Q1 2025

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • IVE
  • OEF
  • EFX
Detalus Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 161
Filing on Feb 05, 2025 Q4 2024

Wr Wealth Planners, LLC

  • SPY
  • GBIL
  • COWZ
  • AVDE
  • AVUS
  • QQQ
  • AVSF
Wr Wealth Planners, LLC's Q4 2024 Portfolio
Portfolio Value 301 Million
Stocks 1104
Filing on Apr 14, 2025 Q1 2025

Parisi Gray Wealth Management

  • VOO
  • QQQ
  • VTI
  • IVV
  • NVDA
  • AAPL
  • USFR
Parisi Gray Wealth Management's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 110
Filing on May 07, 2025 Q1 2025

Johnson & Johnson

  • PTGX
  • CVRX
  • MGTX
  • LEGN
  • PRCT
  • NBTX
  • XNCR
Johnson & Johnson's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 20
Filing on Apr 30, 2025 Q1 2025

All Stars Investment LTD

  • YMM
  • PDD
All Stars Investment LTD's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 3
Filing on Apr 23, 2025 Q1 2025

Kg&L Capital Management,Llc

  • PG
  • JPM
  • GOOGL
  • AAPL
  • SPY
  • AMZN
  • XOM
Kg&L Capital Management,Llc's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 193
Filing on May 09, 2025 Q1 2025

Performa LTD (Us), LLC

  • VOO
  • SPY
  • HYLB
  • VO
  • VEU
  • ANGL
  • VBR
Performa LTD (Us), LLC's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 53
Filing on May 16, 2025 Q1 2025

Octagon Capital Advisors LP

  • APLS
  • TRVI
  • CNTA
  • GOSS
  • OCUL
  • COGT
  • KALV
Octagon Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 35
Filing on May 12, 2025 Q1 2025

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • SCHF
  • SPY
  • IJR
  • VOT
Operose Advisors LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 386
Filing on May 12, 2025 Q1 2025

Dagco, Inc.

  • DGRO
  • VYM
  • VUG
  • SPTS
  • SCHD
  • IVV
  • SCHG
Dagco, Inc.'s Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 354
Filing on May 05, 2025 Q1 2025

Wt Wealth Management

  • SCHB
  • SGOL
  • JAAA
  • JBBB
  • SCHO
  • AAPL
  • AMZN
Wt Wealth Management's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 124
Filing on Apr 18, 2025 Q1 2025

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • JPM
  • ETN
  • PANW
  • GS
  • IBM
Wells Trecaso Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 114
Filing on May 12, 2025 Q1 2025

Wp Advisors, LLC

  • AAPL
  • BRK-B
  • META
  • GOOG
  • PFE
  • EPD
  • NFLX
Wp Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 109
Filing on Apr 30, 2025 Q1 2025

Court Place Advisors, LLC

  • MSFT
  • ADP
  • URI
  • BRK-B
  • JKHY
  • PG
  • XLK
Court Place Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 149
Filing on May 02, 2025 Q1 2025

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • DFSD
  • SCHF
  • SCHM
Gradient Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 155
Filing on May 15, 2025 Q1 2025

S&T Bank

  • CORT
  • STBA
  • ABBV
  • FLEX
  • FFIV
  • IDCC
  • ACM
S&T Bank's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 504
Filing on Apr 21, 2025 Q1 2025

Roberts Wealth Advisors, LLC

  • JPST
  • AAPL
  • MSFT
  • GOOG
  • VB
  • AMZN
  • TT
Roberts Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 99