Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Gator Capital Management, LLC

  • HOOD
  • FCNCA
  • SLM
  • VRTS
  • UMBF
  • AX
  • JXN
Gator Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 68
Filing on May 15, 2025 Q1 2025

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • AAPL
  • QQQ
  • MSFT
  • HD
  • CB
  • WMT
Comprehensive Financial Consultants Institutional, Inc.'s Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 175
Filing on May 15, 2025 Q1 2025

Redwood Grove Capital, LLC

  • GOOG
  • IFF
  • HUM
  • QCOM
  • SNY
  • POR
  • BAC
Redwood Grove Capital, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 23
Filing on May 19, 2025 Q1 2025

Alaethes Wealth LLC

  • VGIT
  • AAPL
  • SUB
  • NVDA
  • AMZN
  • MSFT
  • VTEB
Alaethes Wealth LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 106
Filing on May 07, 2025 Q1 2025

Walled Lake Planning & Wealth Management, LLC

  • CAPE
  • USMV
  • JQUA
  • SCHD
  • AAPL
  • RSP
  • CSCO
Walled Lake Planning & Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 133
Filing on May 12, 2023 Q1 2023

Southern Wealth Management, LLP

  • IEFA
  • SCHC
  • VUG
  • IEMG
  • IWF
  • VOO
  • EEMV
Southern Wealth Management, LLP's Q1 2023 Portfolio
Portfolio Value 258 Million
Stocks 61
Filing on May 02, 2025 Q1 2025

Bear Mountain Capital, Inc.

  • VO
  • VOO
  • MUB
  • VCSH
  • VEA
  • SCZ
  • BND
Bear Mountain Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 354
Filing on May 02, 2025 Q1 2025

West Family Investments, Inc.

  • IAU
  • SCHP
  • AAPL
  • TLT
  • LGO
  • MSFT
  • MBB
West Family Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 272
Filing on Jan 23, 2024 Q4 2023

Ledge Wealth Management, Inc.

  • VTV
  • AGG
  • RSP
  • VUG
  • MUSI
  • XLF
  • QGRO
Ledge Wealth Management, Inc.'s Q4 2023 Portfolio
Portfolio Value 257 Million
Stocks 62
Filing on May 09, 2025 Q1 2025

Solitude Financial Services

  • SPY
  • BRK-B
  • FNDA
  • FNDX
  • FNDF
  • KNG
  • XLE
Solitude Financial Services's Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 36
Filing on Apr 22, 2025 Q1 2025

Hill Island Financial LLC

  • DFAU
  • VOO
  • IXUS
  • VUG
  • DFAS
  • DSI
  • TPLC
Hill Island Financial LLC's Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 59
Filing on Apr 29, 2025 Q1 2025

Whelan Financial

  • SCHD
  • QQQM
  • VB
  • VNQ
  • VTIP
  • VCSH
  • BND
Whelan Financial's Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 63
Filing on Apr 08, 2025 Q1 2025

Veery Capital, LLC

  • SCHG
  • SCHV
  • IDEV
  • VTV
  • VUG
  • BND
  • IEMG
Veery Capital, LLC's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 92
Filing on Apr 09, 2025 Q1 2025

Enterprise Bank & Trust CO

  • IJH
  • AAPL
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • VNQ
Enterprise Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 130
Filing on May 08, 2025 Q1 2025

Windward Private Wealth Management Inc.

  • BSV
  • VEA
  • VONG
  • VONV
  • BIV
  • VMBS
  • VWO
Windward Private Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

Socorro Asset Management LP

  • AMT
  • TXN
  • CTRA
  • KO
  • MS
  • BDX
  • PFE
Socorro Asset Management LP's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 33
Filing on May 15, 2025 Q1 2025

Colton Groome Financial Advisors, LLC

  • IVV
  • EFA
  • AGG
  • EEM
  • GBF
  • IGIB
  • IJH
Colton Groome Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 123
Filing on May 06, 2025 Q1 2025

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • SPLV
  • ABBV
Jackson, Grant Investment Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 380