Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Core Wealth Advisors, Inc.

  • IVV
  • VOO
  • SPLG
  • XLG
  • IEFA
  • KORP
  • IJH
Core Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 69
Filing on May 08, 2025 Q1 2025

Bcgm Wealth Management, LLC

  • ITOT
  • IVV
  • QUAL
  • IWF
  • QQQ
  • JCPB
  • DYNF
Bcgm Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 153
Filing on May 05, 2025 Q1 2025

Financial Sense Advisors, Inc.

  • VOO
  • PAAS
  • TSLA
  • HESM
  • GOOG
  • NEM
  • NWL
Financial Sense Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 114
Filing on Apr 29, 2025 Q1 2025

New Capital Management LP

  • DFAC
  • BRK-B
  • DFAX
  • AAPL
  • TFLO
  • PEP
  • AGG
New Capital Management LP's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 51
Filing on May 15, 2025 Q1 2025

Flat Footed LLC

  • BKD
  • WELL
  • DHC
  • HYG
  • GRFS
  • ES
  • TDW
Flat Footed LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 16
Filing on May 07, 2025 Q1 2025

Shoker Investment Counsel, Inc.

  • IJR
  • IJH
  • IEFA
  • PG
  • SCZ
  • AAPL
  • SPY
Shoker Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 296 Million
Stocks 104
Filing on Apr 09, 2025 Q1 2025

Divergent Planning, LLC

  • IVV
  • AVDV
  • MDY
  • JMBS
  • DFAS
  • AVUS
  • JAAA
Divergent Planning, LLC's Q1 2025 Portfolio
Portfolio Value 296 Million
Stocks 30
Filing on May 13, 2025 Q1 2025

First Wilshire Securities Management Inc

  • SGOV
  • EZPW
  • MTRX
  • ECVT
  • NWPX
  • SD
  • CAMT
First Wilshire Securities Management Inc's Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 78
Filing on May 01, 2025 Q1 2025

Iron Horse Wealth Management, LLC

  • VYM
  • JPST
  • VOOG
  • SPY
  • VEA
  • SPDW
  • JEPI
Iron Horse Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 596
Filing on May 13, 2025 Q1 2025

Knuff & CO LLC

  • AAPL
  • PG
  • MSFT
  • NFLX
  • FTNT
  • COST
  • MELI
Knuff & CO LLC's Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 134
Filing on Apr 22, 2025 Q1 2025

Crumly & Associates Inc.

  • RDVY
  • DSTL
  • HEFA
  • MGV
  • DSTX
  • VOO
  • SDVY
Crumly & Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 167
Filing on Nov 14, 2023 Q3 2023

International Biotechnology Trust PLC

  • AMGN
  • INCY
  • GILD
  • ITCI
  • BMRN
  • SUPN
  • VERA
International Biotechnology Trust PLC's Q3 2023 Portfolio
Portfolio Value 295 Million
Stocks 65
Filing on Apr 28, 2025 Q1 2025

Courage Miller Partners, LLC

  • SCHX
  • SCHF
  • ISTB
  • IGSB
  • SCHO
  • BND
  • SCHD
Courage Miller Partners, LLC's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 82
Filing on Apr 16, 2025 Q1 2025

Shanker Valleau Wealth Advisors, Inc.

  • DFAC
  • ORCL
  • DFAX
  • DFUV
  • VCSH
  • DFIV
  • AVRE
Shanker Valleau Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Scoggin Management LP

  • SPY
  • TDS
  • TDS
  • PFLT
  • SPY
  • MCG
  • QQQ
Scoggin Management LP's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 58
Filing on May 06, 2025 Q1 2025

Hamel Associates, Inc.

  • AAPL
  • WMT
  • XOM
  • CB
  • JNJ
  • COP
  • GOOG
Hamel Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 71
Filing on Apr 09, 2025 Q1 2025

Wright Investors Service Inc

  • AAPL
  • MSFT
  • META
  • NVDA
  • AMZN
  • PGR
  • ABBV
Wright Investors Service Inc's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 224
Filing on Apr 25, 2025 Q1 2025

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • VEA
  • MUB
  • AVUV
  • AVDV
  • SCHR
Morton Brown Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 324