Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

Palumbo Wealth Management LLC

  • SPY
  • JPST
  • GLD
  • AAPL
  • DBC
  • WM
  • MSFT
Palumbo Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 187
Filing on May 14, 2025 Q1 2025

Virtus Investment Advisers, Inc.

  • SEIX
  • OCCI
  • JNK
  • ECC
  • HYG
  • WRB
  • TPVG
Virtus Investment Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 473
Filing on Apr 14, 2025 Q1 2025

Vert Asset Management LLC

  • AMT
  • WELL
  • SPG
  • DLR
  • EQIX
  • PLD
  • EXR
Vert Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 45
Filing on May 09, 2025 Q1 2025

Beam Wealth Advisors, Inc.

  • IVV
  • SHY
  • RAAX
  • EMXC
  • NVDA
  • IUSV
  • VO
Beam Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 102
Filing on May 09, 2025 Q1 2025

American Assets Inc

  • AAT
  • WFC
  • XOM
  • BAC
  • COF
  • REGN
  • DVN
American Assets Inc's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 25
Filing on Apr 15, 2025 Q1 2025

Neumann Capital Management, LLC

  • IEFA
  • NVDA
  • AAPL
  • SPY
  • IEMG
  • IJR
  • IJH
Neumann Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 99
Filing on May 13, 2025 Q1 2025

Coston, Mc Isaac & Partners

  • BRK-B
  • VIG
  • VTI
  • AAPL
  • VEU
  • NOBL
  • WMT
Coston, Mc Isaac & Partners's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 886
Filing on Apr 11, 2025 Q1 2025

Olio Financial Planning

  • VTV
  • DFUS
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 59
Filing on Apr 10, 2025 Q1 2025

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • RSP
  • IJR
  • EEM
  • JHPI
  • EWJ
Granite Bay Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 72
Filing on May 09, 2025 Q1 2025

Diana Davis Spencer Foundation

  • BND
  • BIV
  • VCLT
  • VOO
Diana Davis Spencer Foundation's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Boyer & Corporon Wealth Management, LLC

  • IAU
  • AVDE
  • DUK
  • SRE
  • TGT
  • JPM
  • MDT
Boyer & Corporon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 51
Filing on Apr 23, 2025 Q1 2025

Family Legacy, Inc.

  • AAPL
  • MSFT
  • AJG
  • JPM
  • DUK
  • V
  • LLY
Family Legacy, Inc.'s Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 120
Filing on Apr 09, 2025 Q1 2025

Websterrogers Financial Advisors, LLC

  • VUG
  • AVUS
  • DIHP
  • AVDE
  • DUHP
  • AVEM
  • AVLV
Websterrogers Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 84
Filing on Feb 13, 2025 Q4 2024

Chiron Investment Management, LLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TSM
  • META
  • PM
Chiron Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 86
Filing on Apr 17, 2025 Q1 2025

Total Clarity Wealth Management, Inc.

  • USFR
  • VRIG
  • SPLG
  • BILS
  • AAPL
  • RDVY
  • IWF
Total Clarity Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 279
Filing on May 08, 2025 Q1 2025

Pathway Financial Advisers, LLC

  • EPD
  • JPM
  • DUK
  • ABBV
  • AVGO
  • OKE
  • PEP
Pathway Financial Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 158
Filing on May 08, 2025 Q1 2025

One Charles Private Wealth Services, LLC

  • BRK-B
  • TPL
  • INFL
  • GBTC
  • VTV
  • ACVA
  • JAAA
One Charles Private Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 148
Filing on May 15, 2025 Q1 2025

Steamboat Capital Partners, LLC

  • GOOG
  • APO
  • AVGO
  • THC
  • AER
  • META
  • EQH
Steamboat Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 55