Largest Portfolios by Value

Filing on Apr 25, 2025 Q1 2025

Henry James International Management Inc.

  • SHOP
  • SAP
  • SONY
  • AER
  • IHG
  • UBS
  • RACE
Henry James International Management Inc.'s Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 99
Filing on Apr 24, 2025 Q1 2025

Cavalier Investments, LLC

  • QQQ
  • HWM
  • AMZN
  • SMH
  • META
  • XLC
  • IWM
Cavalier Investments, LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 75
Filing on Apr 25, 2025 Q1 2025

Argent Advisors, Inc.

  • IEFA
  • ISTB
  • IJH
  • SHY
  • IWM
  • DGRO
  • IVV
Argent Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 148
Filing on May 06, 2025 Q1 2025

Three Bridge Wealth Advisors, LLC

  • ACWI
  • META
  • VOO
  • SPY
  • COIN
  • VT
  • IAU
Three Bridge Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 84
Filing on Apr 22, 2025 Q1 2025

Cv Advisors LLC

  • SPY
  • AAPL
  • AMZN
  • MSFT
  • QQQ
  • GOOGL
  • NVDA
Cv Advisors LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 36
Filing on May 12, 2025 Q1 2025

Nicollet Investment Management, Inc.

  • AMZN
  • MSFT
  • AAPL
  • META
  • V
  • GOOG
  • GWW
Nicollet Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 70
Filing on Apr 15, 2025 Q1 2025

Oak Family Advisors, LLC

  • SPY
  • AZN
  • QQQ
  • TSM
  • QCOM
  • BA
  • ZBH
Oak Family Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 107
Filing on Nov 14, 2022 Q3 2022

Radnor Financial Advisors, LLC

  • DFUV
  • VBK
  • SCHC
  • VUG
  • VTI
  • DFAT
  • VWO
Radnor Financial Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 284 Million
Stocks 27
Filing on Apr 16, 2025 Q1 2025

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • VOOG
  • KBWB
  • VB
Rfg Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 59
Filing on May 15, 2025 Q1 2025

Rench Wealth Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AJG
  • JPM
  • AMZN
  • PG
Rench Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

Aimz Investment Advisors, LLC

  • AAPL
  • META
  • MSFT
  • VRTX
  • QCOM
  • GOOG
  • GILD
Aimz Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 125
Filing on May 15, 2025 Q1 2025

Bardin Hill Management Partners LP

  • NEXT
  • BECN
  • TPX
  • ITCI
  • K
  • SPR
  • FYBR
Bardin Hill Management Partners LP's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 35
Filing on Apr 29, 2025 Q1 2025

Financial Network Wealth Management LLC

  • ESGD
  • ESGV
  • EAGG
  • NVDA
  • AAPL
  • EFIV
  • MSFT
Financial Network Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 322
Filing on May 12, 2025 Q1 2025

O'Brien Greene & Co. Inc

  • BRK-B
  • AAPL
  • PHYS
  • IBKR
  • EOG
  • WMT
  • WMB
O'Brien Greene & Co. Inc's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 197
Filing on May 12, 2025 Q1 2025

Donoghue Forlines LLC

  • SPHY
  • SPTI
  • SRLN
  • JAAA
  • T
  • C
  • NRG
Donoghue Forlines LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 102
Filing on Apr 11, 2025 Q1 2025

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • SCHD
  • IEF
  • SCHA
  • VEA
Joule Financial, LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 103
Filing on Feb 13, 2025 Q4 2024

Fernwood Investment Management, LLC

  • TPL
  • AAPL
  • META
  • MGK
  • NVDA
  • AMZN
  • GOOGL
Fernwood Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 283 Million
Stocks 165
Filing on May 15, 2025 Q1 2025

Cannell Capital LLC

  • NOA
  • CVCO
  • CMPO
  • COMP
  • SJT
  • UTI
  • MDXG
Cannell Capital LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 51