Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Mtm Investment Management, LLC

  • AAPL
  • LOW
  • MSFT
  • JPM
  • KMI
  • LLY
  • MCK
Mtm Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 731
Filing on Jul 18, 2025 Q2 2025

Jvl Associates LLC

  • ITOT
  • VTI
  • IJH
  • QQQ
  • IJR
  • VO
  • MDY
Jvl Associates LLC's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 65
Filing on Jul 22, 2025 Q2 2025

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • QQQ
  • MSFT
  • AVGO
  • AAPL
  • JCI
  • ETN
Comprehensive Financial Consultants Institutional, Inc.'s Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 182
Filing on Jul 09, 2025 Q2 2025

Roth Financial Partners LLC

  • IEFA
  • IVV
  • SPY
  • IJR
  • VOO
  • RSP
  • VGIT
Roth Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 31
Filing on Jul 21, 2025 Q2 2025

Windward Private Wealth Management Inc.

  • BSV
  • VEA
  • VONG
  • VONV
  • BIV
  • VMBS
  • VWO
Windward Private Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 42
Filing on Aug 12, 2025 Q2 2025

Patriot Financial Partners Gp, LP

  • USCB
  • MCB
  • EQBK
  • AMTB
  • FRBA
  • FRST
  • INBK
Patriot Financial Partners Gp, LP's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 9
Filing on Jul 18, 2025 Q2 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • VUG
  • MSFT
  • DVY
  • AAPL
First United Bank & Trust's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 551
Filing on Jul 21, 2025 Q2 2025

Whelan Financial

  • QQQM
  • SCHD
  • VB
  • VNQ
  • VTIP
  • VCSH
  • BND
Whelan Financial's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 65
Filing on Jul 30, 2025 Q2 2025

Old Point Trust & Financial Services N A

  • MSFT
  • PLTR
  • AAPL
  • XOM
  • RTX
  • PG
  • COP
Old Point Trust & Financial Services N A's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 357
Filing on Jul 03, 2025 Q2 2025

True Wealth Advisors, LLC

  • SPY
  • ACIO
  • DRSK
  • QQQ
  • DBEF
  • SDVY
  • FBND
True Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 217
Filing on Aug 06, 2025 Q2 2025

Keystone Financial Services

  • IUSB
  • IVV
  • QUAL
  • EFV
  • IVW
  • DYNF
  • IVE
Keystone Financial Services's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 249
Filing on Aug 15, 2025 Q2 2025

Front Row Advisors LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • SFM
  • FTNT
  • TSM
Front Row Advisors LLC's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 538
Filing on Aug 13, 2025 Q2 2025

Bain Capital Credit, LP

  • BCSF
  • BKLN
  • AMBC
  • ASTL
  • SRLN
  • JNK
Bain Capital Credit, LP's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 6
Filing on Aug 05, 2025 Q2 2025

X Square Capital, LLC

  • HIMS
  • SPY
  • MSTR
  • META
  • OFG
  • JPM
  • IREN
X Square Capital, LLC's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 177
Filing on Jul 16, 2025 Q2 2025

Townsend Asset Management Corp

  • QQQ
  • DGRW
  • AMZN
  • QCOM
  • JPM
  • V
  • MSFT
Townsend Asset Management Corp 's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 177
Filing on Jul 23, 2025 Q2 2025

Solitude Financial Services

  • SPY
  • BRK-B
  • FNDA
  • FNDX
  • FNDF
  • KNG
  • XLE
Solitude Financial Services's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 39
Filing on Aug 08, 2025 Q2 2025

Fusion Capital, LLC

  • FLTR
  • VIG
  • AAPL
  • IVV
  • VUG
  • JPM
  • MSFT
Fusion Capital, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 92
Filing on Aug 14, 2025 Q2 2025

Iridian Asset Management LLC

  • SPY
  • TNL
  • ACVA
  • HLF
  • ELV
  • LAD
  • RTO
Iridian Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 42