Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Lcnb Corp

  • IEFA
  • PG
  • SCHG
  • SCHV
  • MSFT
  • LCNB
  • AAPL
Lcnb Corp's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 190
Filing on Feb 10, 2025 Q4 2024

Cassady Schiller Wealth Management, LLC

  • VTV
  • VUG
  • VOO
  • PG
  • VOE
  • DFAE
  • AAPL
Cassady Schiller Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 268 Million
Stocks 1149
Filing on May 09, 2025 Q1 2025

Union Heritage Capital, LLC

  • AAPL
  • MSFT
  • CPRT
  • LLY
  • APH
  • ORCL
  • MA
Union Heritage Capital, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 64
Filing on May 01, 2025 Q1 2025

Prudent Man Advisors, LLC

  • VTI
  • BND
  • HYG
  • ESGU
  • VEA
  • BSV
  • AAPL
Prudent Man Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 171
Filing on Apr 30, 2024 Q1 2024

Retirement Group, LLC

  • BRK-B
  • XLG
  • XOM
  • SHY
  • MDYV
  • SLYV
  • CGCP
Retirement Group, LLC's Q1 2024 Portfolio
Portfolio Value 268 Million
Stocks 847
Filing on Apr 10, 2025 Q1 2025

Ss&H Financial Advisors, Inc.

  • JPM
  • AAPL
  • MSFT
  • NVDA
  • ABBV
  • AMZN
  • PG
Ss&H Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 122
Filing on May 15, 2025 Q1 2025

Sycale Advisors (Ny) LLC

  • SPY
  • CAE
  • NNI
  • BUR
  • MSFT
  • APG
  • ICE
Sycale Advisors (Ny) LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 23
Filing on May 29, 2025 Q1 2025

Quaker Wealth Management, LLC

  • VTI
  • VCSH
  • IEF
  • TLT
  • VCIT
  • VYMI
  • VYM
Quaker Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 916
Filing on Apr 10, 2025 Q1 2025

Accel Wealth Management

  • DGRO
  • VNLA
  • SCHG
  • AAPL
  • VTV
  • VTI
  • VDE
Accel Wealth Management's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 256
Filing on Feb 01, 2023 Q4 2022

Capital Directions Investment Advisors, LLC

  • SPYG
  • IWM
  • SLYG
  • MUB
  • IJK
  • EFA
  • IWV
Capital Directions Investment Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 268 Million
Stocks 240
Filing on Apr 09, 2025 Q1 2025

Weybosset Research & Management LLC

  • CPRT
  • DE
  • AGM
  • TJX
  • KEYS
  • BRK-B
  • CMI
Weybosset Research & Management LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 34
Filing on May 09, 2025 Q1 2025

Beddow Capital Management Inc

  • IBM
  • MSB
  • DG
  • SIEGY
  • CPRN
  • FNV
  • BRK-B
Beddow Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 57
Filing on Nov 02, 2023 Q3 2023

Triad Financial Advisors, Inc.

  • DFAC
  • IVW
  • DFSD
  • DFCF
  • DFAI
  • DUHP
  • BSV
Triad Financial Advisors, Inc.'s Q3 2023 Portfolio
Portfolio Value 267 Million
Stocks 98
Filing on Apr 29, 2025 Q1 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • JPST
  • BSV
  • IVV
Redw Wealth LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 103
Filing on Nov 14, 2024 Q3 2024

Ghost Tree Capital, LLC

  • XBI
  • SRPT
  • NVO
  • BPMC
  • AXSM
  • TARS
  • ROIV
Ghost Tree Capital, LLC's Q3 2024 Portfolio
Portfolio Value 267 Million
Stocks 54
Filing on May 14, 2025 Q1 2025

Makaira Partners LLC

  • CHTR
  • BBWI
  • DPZ
  • LAMR
  • CDW
  • KMX
  • BELFB
Makaira Partners LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 13
Filing on Apr 16, 2025 Q1 2025

Bnc Wealth Management, LLC

  • AMZN
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • TSLA
  • META
Bnc Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 98
Filing on May 13, 2025 Q1 2025

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FISI
  • FRME
  • EVBN
  • HBNC
  • FNB
Pl Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 27