Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Seven Springs Wealth Group, LLC

  • DGRO
  • CI
  • IBDU
  • IBDS
  • FNDF
  • FNDE
  • FNDA
Seven Springs Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 81
Filing on Apr 24, 2025 Q1 2025

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • LMT
  • NVDA
  • VTIP
  • XOM
  • AMZN
Jeppson Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 206
Filing on May 12, 2025 Q1 2025

Chase Investment Counsel Corp

  • META
  • NVDA
  • BRK-B
  • BK
  • MCK
  • NLOK
  • NFG
Chase Investment Counsel Corp's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 122
Filing on May 12, 2025 Q1 2025

Aft, Forsyth & Sober, LLC

  • QQQ
  • SPY
  • NVDA
  • RSP
  • FRI
  • IJH
  • MSFT
Aft, Forsyth & Sober, LLC's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 70
Filing on Apr 10, 2025 Q1 2025

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • CVX
  • NVDA
  • RTX
  • QCOM
  • ABBV
Oak Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 101
Filing on May 06, 2025 Q1 2025

Morling Financial Advisors, LLC

  • TOTL
  • UCON
  • VTI
  • VGSH
  • DFAU
  • DFAE
  • COIN
Morling Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 121
Filing on May 15, 2025 Q1 2025

Squadra Investments Gestao De Recursos Ltda.

  • STNE
  • XP
  • MELI
Squadra Investments Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 3
Filing on May 09, 2025 Q1 2025

Plan Group Financial, LLC

  • VOO
  • ACWI
  • COWZ
  • IWR
  • DFAI
  • IJR
  • DFAE
Plan Group Financial, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 148
Filing on May 15, 2025 Q1 2025

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • SYK
  • PG
  • NVDA
  • ABT
  • MA
Hall Laurie J Trustee's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 282
Filing on May 06, 2025 Q1 2025

Triumph Capital Management

  • FTSM
  • FIXD
  • SPY
  • FEX
  • RDVY
  • BND
  • SDVY
Triumph Capital Management's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 276
Filing on May 13, 2025 Q1 2025

Marcho Partners LLP

  • MELI
  • TSM
  • NU
  • SHOP
  • GRAB
  • SE
  • QQQ
Marcho Partners LLP's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Ayal Capital Advisors LTD

  • SPY
  • HYG
  • XLB
  • XOP
  • ARCC
  • BKD
  • GLNG
Ayal Capital Advisors LTD's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 43
Filing on May 13, 2025 Q1 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • BIO
  • CMPO
  • SPY
  • PCOR
  • GOOG
Tikvah Management LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 24
Filing on May 15, 2025 Q1 2025

Tfg Advisers LLC

  • AAPL
  • MSFT
  • JPM
  • COST
  • ADP
  • NVDA
  • AMZN
Tfg Advisers LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 208
Filing on May 03, 2023 Q1 2023

Le Jeune Puetz Investment Counsel LLC

  • AAPL
  • MSFT
  • FLOT
  • GOOG
  • VCSH
  • VTV
  • SPY
Le Jeune Puetz Investment Counsel LLC's Q1 2023 Portfolio
Portfolio Value 272 Million
Stocks 196
Filing on May 15, 2025 Q1 2025

Hayek Kallen Investment Management

  • AAPL
  • MSFT
  • BRK-B
  • WMT
  • WM
  • GOOGL
  • NVDA
Hayek Kallen Investment Management's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 92
Filing on Feb 13, 2024 Q4 2023

Landmark Financial Advisors, LLC

  • VEA
  • GUNR
  • STIP
  • VOO
  • DFNM
  • RAVI
  • BND
Landmark Financial Advisors, LLC's Q4 2023 Portfolio
Portfolio Value 271 Million
Stocks 91
Filing on May 14, 2025 Q1 2025

Cloverfields Capital Group, LP

  • PM
  • OTIS
  • GE
  • ADP
  • NFLX
  • BRK-B
  • PGR
Cloverfields Capital Group, LP's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 94