Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Wall Street Access Asset Management, LLC

  • IVV
  • BRK-A
  • MSFT
  • AAPL
  • AMZN
  • BRK-B
  • GOOG
Wall Street Access Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 284 Million
Stocks 138
Filing on Aug 11, 2025 Q2 2025

Anfield Capital Management, LLC

  • SPY
  • XLC
  • AESR
  • IGV
  • ARKW
  • GOVT
  • IYG
Anfield Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 284 Million
Stocks 523
Filing on Aug 13, 2025 Q2 2025

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • NVDA
  • SPY
Oxler Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 284 Million
Stocks 86
Filing on Jul 25, 2025 Q2 2025

Pegasus Asset Management, Inc.

  • SCHB
  • MSFT
  • AAPL
  • META
  • NVDA
  • ETN
  • GOOG
Pegasus Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 284 Million
Stocks 72
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 Aug 08, 2025 Q2 2025

Old West Investment Management, LLC

  • NXE
  • CCJ
  • VIRT
  • TMQ
  • AGI
  • LMT
  • AEM
Old West Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 62
Filing on Aug 13, 2025 Q2 2025

Lynch Asset Management, Inc.

  • NVDA
  • META
  • GOOGL
  • MSFT
  • AMZN
  • ABBV
  • NOW
Lynch Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 56
Filing on Sep 03, 2025 Q2 2025

Q3 Asset Management

  • XHLF
  • TUGN
  • QQQ
  • SPY
  • GDX
  • VOT
  • NFLX
Q3 Asset Management's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 46
Filing on Jul 18, 2025 Q2 2025

Requisite Capital Management, LLC

  • IVV
  • COWZ
  • RSP
  • NOG
  • JPST
  • JEPI
  • RRC
Requisite Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 87
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 Aug 05, 2025 Q2 2025

Matthew 25 Management Corp

  • NVDA
  • MELI
  • AMZN
  • GS
  • JPM
  • TSM
  • TSLA
Matthew 25 Management Corp's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 20
Filing on Jul 31, 2025 Q2 2025

Auour Investments LLC

  • SPLG
  • BIL
  • SPDW
  • VEA
  • SPYV
  • SPIB
  • SPYG
Auour Investments LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 81
Filing on Aug 05, 2025 Q2 2025

Carmel Capital Management L.L.C.

  • VST
  • AVGO
  • JPM
  • AMAT
  • C
  • NXPI
  • EWBC
Carmel Capital Management L.L.C.'s Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 25
Filing on Aug 01, 2025 Q2 2025

Quaker Wealth Management, LLC

  • VTI
  • VCSH
  • VYM
  • IEF
  • TLT
  • VCIT
  • VGT
Quaker Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 868
Filing on Jul 08, 2025 Q2 2025

Henrickson Nauta Wealth Advisors, Inc.

  • DFAC
  • DFIC
  • AVUS
  • UFPI
  • AVDE
  • DFAT
  • AVDV
Henrickson Nauta Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 85
Filing on Jul 31, 2025 Q2 2025

Graybill Bartz & Assoc LTD

  • AAPL
  • GOOGL
  • GLD
  • FLEX
  • RTX
  • MSFT
  • BRK-B
Graybill Bartz & Assoc LTD's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 80
Filing on Aug 06, 2025 Q2 2025

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • NVDA
  • IWR
  • ISTB
  • VOO
  • EFG
Hoxton Planning & Management, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 209
Filing on Jul 30, 2025 Q2 2025

Gill Capital Partners, LLC

  • VUG
  • SCHG
  • KR
  • VEA
  • VTV
  • BSCT
  • QQQ
Gill Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 145