Largest Portfolios by Value

Filing on Jul 11, 2025 Q2 2025

Adirondack Trust CO

  • SPY
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • VTHR
  • JPM
Adirondack Trust CO's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 568
Filing on Aug 13, 2025 Q2 2025

Endeavour Capital Advisors Inc

  • BCAL
  • CCB
  • SFST
  • USCB
  • FVCB
  • QCRH
  • OCFC
Endeavour Capital Advisors Inc's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 39
Filing on Aug 06, 2025 Q2 2025

Ironwood Wealth Management, Llc.

  • IEFA
  • VGLT
  • IEF
  • IVV
  • IEMG
  • BSCQ
  • IJH
Ironwood Wealth Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 42
Filing on Jul 16, 2025 Q2 2025

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 54
Filing on Nov 10, 2022 Q3 2022

Agf Investments America Inc.

  • DHR
  • TMO
  • TTEK
  • ALB
  • VMI
  • APH
  • TRMB
Agf Investments America Inc.'s Q3 2022 Portfolio
Portfolio Value 271 Million
Stocks 28
Filing on Aug 12, 2025 Q2 2025

Clear Street Markets LLC

  • AZEK
  • QQQ
  • AAPL
  • ERIC
  • AMD
  • BP
  • NVO
Clear Street Markets LLC's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 1058
Filing on Jul 18, 2025 Q2 2025

Client 1 St Advisory Group, LLC

  • DFAC
  • SPLG
  • DFCF
  • DFIC
  • DFSD
  • ESGU
  • IUSB
Client 1 St Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 132
Filing on Jul 28, 2025 Q2 2025

Wj Wealth Management, LLC

  • JPST
  • CGDV
  • SHY
  • QUAL
  • NVDA
  • WINN
  • QQQ
Wj Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 99
Filing on Jan 29, 2024 Q4 2023

Westwood Management Corp

  • MSFT
  • MA
  • META
  • AMZN
  • TTD
  • TMO
  • HD
Westwood Management Corp 's Q4 2023 Portfolio
Portfolio Value 270 Million
Stocks 28
Filing on Aug 11, 2025 Q2 2025

Addison Capital CO

  • SPY
  • BND
  • ORCL
  • LNG
  • GOOGL
  • MSFT
  • JPM
Addison Capital CO's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 147
Filing on Aug 12, 2025 Q2 2025

Holowesko Partners Ltd.

  • HYG
  • GOOGL
  • KMB
  • QCOM
  • GD
  • SLB
  • YUMC
Holowesko Partners Ltd.'s Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 29
Filing on Jul 21, 2025 Q2 2025

Quattro Financial Advisors LLC

  • XLG
  • MSFT
  • QQQ
  • EMR
  • RSP
  • AMZN
  • VEA
Quattro Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 82
Filing on Jul 10, 2025 Q2 2025

Cisco Systems, Inc.

  • ITOT
  • IVV
Cisco Systems, Inc.'s Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 4
Filing on Jul 30, 2025 Q2 2025

Jacobsen Capital Management

  • VEA
  • VUG
  • VTV
  • VBR
  • VBK
  • SCHF
  • MSFT
Jacobsen Capital Management's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 116
Filing on Aug 05, 2025 Q2 2025

Mathes Company, Inc.

  • IGM
  • NVDA
  • AAPL
  • AMZN
  • VUG
  • GOOGL
  • VTI
Mathes Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 122
Filing on Jul 16, 2025 Q2 2025

Encompass Wealth Advisors, LLC

  • IVW
  • IVE
  • IEFA
  • IJR
  • IJH
  • JPST
  • MSFT
Encompass Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 104
Filing on Aug 14, 2025 Q2 2025

Darwin Advisors, LLC

  • EFA
  • CLOI
  • AFIF
  • MGK
  • XLK
  • UCON
  • LMBS
Darwin Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 610
Filing on Aug 12, 2025 Q2 2025

Investor'S Fiduciary Advisor Network, LLC

  • MSFT
  • SCHD
  • AAPL
  • QQQ
  • AMZN
  • QUAL
  • O
Investor'S Fiduciary Advisor Network, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 220