Largest Portfolios by Value

Filing on Apr 25, 2025 Q1 2025

Cypress Capital, LLC

  • BIL
  • VTI
  • USFR
  • TIP
  • TFLO
  • SPY
  • VGSH
Cypress Capital, LLC's Q1 2025 Portfolio
Portfolio Value 347 Billion
Stocks 79
Filing on Jul 10, 2025 Q2 2025

Vista Investment Partners LLC

  • SPY
  • XOM
  • AAPL
  • ARLP
  • SFM
  • ADP
  • ORCL
Vista Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 347 Billion
Stocks 155
Filing on May 07, 2025 Q1 2025

Fielder Capital Group LLC

  • TPL
  • IAU
  • COPX
  • SLVP
  • GDX
  • IAUM
  • XLE
Fielder Capital Group LLC's Q1 2025 Portfolio
Portfolio Value 346 Billion
Stocks 224
Filing on Apr 22, 2025 Q1 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • AAPL
  • MSFT
  • ICE
  • AMZN
  • GOOGL
  • BSX
Brown, Lisle/Cummings, Inc.'s Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 784
Filing on Jul 09, 2025 Q2 2025

Gsg Advisors LLC

  • VTI
  • VYM
  • SCHB
  • AAPL
  • SCHD
  • QUAL
  • RDVY
Gsg Advisors LLC's Q2 2025 Portfolio
Portfolio Value 345 Billion
Stocks 119
Filing on Apr 23, 2025 Q1 2025

B.O.S.S. Retirement Advisors, LLC

  • VOO
  • VTI
  • SPLG
  • COST
  • VXUS
  • SIXO
  • IWY
B.O.S.S. Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 172
Filing on May 09, 2025 Q1 2025

Strategic Investment Solutions, Inc. /Il

  • VUG
  • DFUS
  • DFAC
  • DUHP
  • DFAT
  • DFAX
  • AAPL
Strategic Investment Solutions, Inc. /Il's Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 7965
Filing on Aug 14, 2024 Q2 2024

Geisinger Health

  • AGG
  • RSP
  • HYG
  • IEMG
  • EFV
Geisinger Health's Q2 2024 Portfolio
Portfolio Value 344 Billion
Stocks 5
Filing on May 08, 2025 Q1 2025

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFCF
  • DFAS
  • DFAT
  • BSV
  • DFSD
Tillman Hartley LLC's Q1 2025 Portfolio
Portfolio Value 344 Billion
Stocks 133
Filing on May 06, 2025 Q1 2025

Firetrail Investments Pty LTD

  • AAPL
  • V
  • NVDA
  • TSM
  • IBKR
  • MCK
  • DE
Firetrail Investments Pty LTD's Q1 2025 Portfolio
Portfolio Value 343 Billion
Stocks 25
Filing on May 15, 2025 Q1 2025

Napean Trading & Investment CO (Singapore) Pte LTD

  • HOOD
  • META
  • AMZN
  • TJX
  • AZO
  • DHR
  • AVGO
Napean Trading & Investment CO (Singapore) Pte LTD's Q1 2025 Portfolio
Portfolio Value 343 Billion
Stocks 35
Filing on May 15, 2025 Q1 2025

Atlanta Consulting Group Advisors, LLC

  • RSP
  • IVV
  • IJR
  • ARLP
  • IJH
  • JPM
  • VOO
Atlanta Consulting Group Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 343 Billion
Stocks 122
Filing on Apr 10, 2025 Q1 2025

Wealth Group LTD

  • IVV
  • QUAL
  • COWZ
  • VOO
  • VGT
  • ICOW
  • DGRO
Wealth Group LTD's Q1 2025 Portfolio
Portfolio Value 341 Billion
Stocks 66
Filing on Apr 28, 2025 Q1 2025

Vermillion Wealth Management, Inc.

  • DFUS
  • BND
  • DFCF
  • BRK-B
  • DFAI
  • DFAS
  • VGT
Vermillion Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 341 Billion
Stocks 1341
Filing on Feb 14, 2025 Q4 2024

Nuveen Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOG
Nuveen Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 340 Billion
Stocks 9013
Filing on Apr 30, 2025 Q1 2025

Fonville Wealth Management LLC

  • DFAU
  • BND
  • VUSB
  • AVUV
  • DFAI
  • AVLV
  • AVEM
Fonville Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 339 Billion
Stocks 119
Filing on May 06, 2025 Q1 2025

Old Port Advisors

  • MSFT
  • IAU
  • IVV
  • BRK-B
  • AAPL
  • DSTL
  • SCHD
Old Port Advisors's Q1 2025 Portfolio
Portfolio Value 338 Billion
Stocks 227
Filing on Feb 09, 2024 Q4 2023

Juniper Capital Advisors, L.P.

  • BTEGF
Juniper Capital Advisors, L.P.'s Q4 2023 Portfolio
Portfolio Value 338 Billion
Stocks 1