Largest Portfolios by Value

Filing on Jul 15, 2022 Q2 2022

Pinnacle Private Wealth, LLC

  • AAPL
  • IVV
  • IWF
  • MSFT
  • HD
  • USMV
  • DGRO
Pinnacle Private Wealth, LLC's Q2 2022 Portfolio
Portfolio Value 256 Million
Stocks 272
Filing on Feb 09, 2024 Q4 2023

Lws Wealth Advisors, Inc.

  • IVV
  • IEFA
  • VIG
  • STIP
  • IVE
  • IEMG
  • MBB
Lws Wealth Advisors, Inc.'s Q4 2023 Portfolio
Portfolio Value 255 Million
Stocks 65
Filing on Jul 13, 2022 Q2 2022

Hya Advisors, Inc

  • ORLY
  • JKHY
  • ITOT
  • AVUS
  • EFV
  • QQQ
  • IJH
Hya Advisors, Inc's Q2 2022 Portfolio
Portfolio Value 255 Million
Stocks 143
Filing on May 14, 2025 Q1 2025

All Terrain Financial Advisors, LLC

  • SPY
  • LOW
  • IWM
  • AAPL
  • DIA
  • MSFT
  • QQQ
All Terrain Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 109
Filing on May 09, 2025 Q1 2025

Evernest Financial Advisors, LLC

  • GLDM
  • IVV
  • IJH
  • RSP
  • FSMO
  • DXJ
  • IJR
Evernest Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 148
Filing on Apr 22, 2025 Q1 2025

Pennsylvania Capital Management Inc

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • JPIE
  • NVDA
  • FNDX
Pennsylvania Capital Management Inc 's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 99
Filing on May 07, 2025 Q1 2025

Bell & Brown Wealth Advisors, LLC

  • AAPL
  • AVGO
  • LLY
  • META
  • GOOGL
  • XOM
  • JPM
Bell & Brown Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 69
Filing on May 14, 2025 Q1 2025

Carlson Capital L P

  • SWKH
  • HYG
  • HES
  • DFS
  • TSLA
  • ITCI
  • SOFI
Carlson Capital L P's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 40
Filing on Apr 22, 2025 Q1 2025

Stiles Financial Services Inc

  • NVDA
  • AAPL
  • BRK-B
  • COST
  • AMZN
  • MSFT
  • QCOM
Stiles Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 170
Filing on Apr 14, 2025 Q1 2025

Henrickson Nauta Wealth Advisors, Inc.

  • DFAC
  • UFPI
  • DFIC
  • AVUS
  • AVDE
  • DFAT
  • AVDV
Henrickson Nauta Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 78
Filing on Aug 08, 2022 Q2 2022

Crossvault Capital Management LLC

  • AAPL
  • MSFT
  • ABBV
  • PEP
  • GOOGL
  • PFE
  • RTX
Crossvault Capital Management LLC's Q2 2022 Portfolio
Portfolio Value 254 Million
Stocks 75
Filing on May 13, 2025 Q1 2025

Quantum Private Wealth, LLC

  • AAPL
  • META
  • AMZN
  • MSFT
  • NVDA
  • GOOG
  • NFLX
Quantum Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 164
Filing on Apr 09, 2025 Q1 2025

Juncture Wealth Strategies, LLC

  • VV
  • DFUV
  • SCHB
  • DFAT
  • SCHD
  • SPYV
  • AGG
Juncture Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 122
Filing on May 15, 2025 Q1 2025

Fusion Capital, LLC

  • FLTR
  • VIG
  • AAPL
  • IVV
  • VUG
  • JPM
  • XOM
Fusion Capital, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 78
Filing on Apr 24, 2025 Q1 2025

Clarus Group, Inc.

  • ACIO
  • DRSK
  • JPST
  • SPLG
  • XOM
  • AVUV
  • ADME
Clarus Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 97
Filing on May 15, 2025 Q1 2025

Core Commodity Management, LLC

  • AEM
  • NEM
  • RGLD
  • MUR
  • BTEGF
  • SCCO
  • TECK
Core Commodity Management, LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 149
Filing on Apr 10, 2025 Q1 2025

True Wealth Advisors, LLC

  • SPY
  • ACIO
  • DRSK
  • QQQ
  • DBEF
  • SDVY
  • FBND
True Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 208
Filing on Apr 18, 2025 Q1 2025

Roth Financial Partners LLC

  • IEFA
  • IVV
  • SPY
  • IJR
  • RSP
  • VGIT
  • VOO
Roth Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 31