Largest Portfolios by Value

Filing on Apr 11, 2025 Q1 2025

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 94
Filing on Apr 21, 2025 Q1 2025

Congress Park Capital LLC

  • JFR
  • ICSH
  • IVV
  • NEA
  • AMZN
  • MELI
  • BRK-B
Congress Park Capital LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 106
Filing on Nov 14, 2023 Q3 2023

Ribbit Capital Gp Ii, Ltd.

  • HOOD
Ribbit Capital Gp Ii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 260 Million
Stocks 1
Filing on Nov 14, 2022 Q3 2022

Apoletto LTD

  • LYEL
  • XPEV
  • RLX
  • HOOD
  • ABNB
  • COIN
  • JD
Apoletto LTD's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 16
Filing on Nov 14, 2022 Q3 2022

Kehrs Ridge Capital,Llc

  • WMT
  • MNST
  • MO
  • KHC
  • POST
  • BG
  • SJM
Kehrs Ridge Capital,Llc's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 31
Filing on Apr 15, 2025 Q1 2025

Capital Advisory Group Advisory Services, LLC

  • SPY
  • SPTM
  • QQQ
  • FLRN
  • FLOT
  • SPYV
  • SPYG
Capital Advisory Group Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 174
Filing on May 14, 2025 Q1 2025

Portland Investment Counsel Inc.

  • BRK-B
  • CI
  • TD
  • ELV
  • MGA
  • CVE
  • BNS
Portland Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 49
Filing on Apr 25, 2025 Q1 2025

Astoria Portfolio Advisors Llc.

  • SPTI
  • SPIB
  • PPI
  • NVDA
  • SPDW
  • BAC
  • AAPL
Astoria Portfolio Advisors Llc.'s Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 236
Filing on May 07, 2025 Q1 2025

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • SPY
  • AAPL
Oxler Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 85
Filing on Apr 21, 2025 Q1 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Cederberg Capital LTD

  • NTES
  • PDD
  • EDU
  • FUTU
  • YMM
  • HTHT
  • NU
Cederberg Capital LTD's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 8
Filing on Apr 22, 2025 Q1 2025

Keystone Financial Services

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
Keystone Financial Services's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 216
Filing on Apr 21, 2025 Q1 2025

Townsend Asset Management Corp

  • QQQ
  • DGRW
  • AMZN
  • QCOM
  • V
  • JPM
  • WAB
Townsend Asset Management Corp 's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 174
Filing on May 08, 2025 Q1 2025

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • IWR
  • ISTB
  • NVDA
  • AAPL
  • VOO
Hoxton Planning & Management, LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 199
Filing on May 07, 2025 Q1 2025

Bishop & CO Investment Management, LLC

  • VTV
  • VUG
  • VCIT
  • IEFA
  • IWS
  • IWP
  • VOO
Bishop & CO Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 25
Filing on May 12, 2025 Q1 2025

Anfield Capital Management, LLC

  • SPY
  • XLC
  • AESR
  • IGV
  • GOVT
  • IYG
  • ARKW
Anfield Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 463
Filing on Apr 29, 2025 Q1 2025

Wood Tarver Financial Group, LLC

  • VTI
  • CGCP
  • VCSH
  • CGDV
  • QUAL
  • COWZ
  • SPGP
Wood Tarver Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 702
Filing on Apr 15, 2025 Q1 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • AAPL
  • DVY
  • VUG
  • RSP
First United Bank & Trust's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 562