Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Fi3 Financial Advisors, LLC

  • IVV
  • VEA
  • IJR
  • SPY
  • LLY
  • AAPL
  • SCHP
Fi3 Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 137
Filing on May 15, 2025 Q1 2025

Vr Advisory Services LTD

  • YPF
  • HEPS
  • PAM
  • AL
  • TGS
  • PUMP
  • CAR
Vr Advisory Services LTD's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 30
Filing on May 13, 2025 Q1 2025

Transatlantique Private Wealth LLC

  • MSFT
  • AAPL
  • PRCT
  • ASML
  • VGT
  • IUSG
  • JPM
Transatlantique Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 208
Filing on May 13, 2025 Q1 2025

Weik Capital Management

  • PGR
  • BRK-B
  • MSFT
  • TJX
  • GOOG
  • BRK-A
  • WMT
Weik Capital Management's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 91
Filing on Apr 17, 2023 Q1 2023

Baldrige Asset Management LLC

  • DFAC
  • VCSH
  • MSCI
  • VBR
  • AAPL
  • AGG
  • VTI
Baldrige Asset Management LLC's Q1 2023 Portfolio
Portfolio Value 244 Million
Stocks 467
Filing on Apr 17, 2025 Q1 2025

Signature Wealth Management Group

  • SO
  • IBDQ
  • IBDS
  • IBDU
  • IBDR
  • IBDT
  • IBDV
Signature Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 113
Filing on May 13, 2025 Q1 2025

Barbara Oil Co.

  • JNJ
  • JPM
  • WMT
  • GL
  • HD
  • PG
  • MSFT
Barbara Oil Co.'s Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 79
Filing on May 08, 2025 Q1 2025

Mediatel Partners

  • CMCSA
  • T
  • WBD
Mediatel Partners's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 3
Filing on May 09, 2025 Q1 2025

Costello Asset Management, Inc

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
  • BRK-B
  • GOOG
Costello Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 682
Filing on May 15, 2025 Q1 2025

Redwood Investments, LLC

  • NVDA
  • AMZN
  • GOOGL
  • IBN
  • JPM
  • ROP
  • ACN
Redwood Investments, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 96
Filing on May 05, 2025 Q1 2025

Peregrine Asset Advisers, Inc.

  • LTH
  • MSFT
  • TLT
  • SPY
  • NVDA
  • AMZN
  • SHW
Peregrine Asset Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 161
Filing on Apr 22, 2025 Q1 2025

Encompass Wealth Advisors, LLC

  • IVW
  • IVE
  • IEFA
  • IJR
  • IJH
  • JPST
  • AAPL
Encompass Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 100
Filing on May 12, 2025 Q1 2025

Sculati Wealth Management, LLC

  • BRK-B
  • VV
  • AAPL
  • IHDG
  • XSLV
  • XMLV
  • FNDE
Sculati Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 110
Filing on May 15, 2025 Q1 2025

Vista Investment Management

  • VCSH
  • BSCS
  • JAAA
  • SPIB
  • BSCU
  • VGT
  • FLTR
Vista Investment Management's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 172
Filing on Apr 08, 2025 Q1 2025

Presidio Capital Management, LLC

  • SCHD
  • QQQ
  • FBND
  • BRK-B
  • COWZ
  • SHV
  • MLPX
Presidio Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 76
Filing on May 09, 2025 Q1 2025

One Degree Advisors Inc

  • DFAC
  • VTI
  • DFIC
  • VEA
  • SCHR
  • DFSD
  • DFCF
One Degree Advisors Inc's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 62
Filing on Apr 18, 2025 Q1 2025

Pegasus Asset Management, Inc.

  • SCHB
  • AAPL
  • MSFT
  • META
  • MA
  • GOOG
  • PH
Pegasus Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 64
Filing on Apr 10, 2025 Q1 2025

Ams Capital Ltda

  • MSFT
  • IVV
  • AMZN
  • META
  • NU
  • V
  • NVDA
Ams Capital Ltda's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 16