Largest Portfolios by Value

Filing on Aug 09, 2024 Q2 2024

Taylor Hoffman Wealth Management

  • AAPL
  • ANET
  • AMAT
  • META
  • LRCX
  • FICO
  • GOOGL
Taylor Hoffman Wealth Management's Q2 2024 Portfolio
Portfolio Value 243 Million
Stocks 111
Filing on Apr 11, 2025 Q1 2025

Cisco Systems, Inc.

  • ITOT
  • IVV
Cisco Systems, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 2
Filing on May 13, 2025 Q1 2025

Gpi Capital, L.P.

  • LZ
  • ZETA
  • BASE
  • GRAB
Gpi Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 4
Filing on May 01, 2025 Q1 2025

Mtm Investment Management, LLC

  • AAPL
  • LOW
  • LLY
  • KMI
  • JPM
  • MCK
  • MSFT
Mtm Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 280
Filing on May 09, 2025 Q1 2025

Sound View Advisors Inc.

  • VOO
  • VEA
  • SPSB
  • BILS
  • XHLF
  • STIP
  • IJH
Sound View Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 33
Filing on Apr 25, 2025 Q1 2025

Enzi Wealth

  • JHMM
  • IVV
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Apr 14, 2025 Q1 2025

First National Bank Sioux Falls

  • VOO
  • AVDE
  • IDEV
  • AVLV
  • VO
  • VTV
  • DFAX
First National Bank Sioux Falls's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 163
Filing on May 12, 2025 Q1 2025

Providence First Trust CO

  • FLRN
  • AGG
  • MINT
  • LQD
  • VCLT
  • VGIT
  • VCSH
Providence First Trust CO's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 101
Filing on May 15, 2025 Q1 2025

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 53
Filing on Apr 23, 2025 Q1 2025

Arlington Partners LLC

  • BRK-A
  • BRK-B
  • EA
  • BTI
  • BMY
  • RTX
  • PM
Arlington Partners LLC's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 58
Filing on May 15, 2025 Q1 2025

East Coast Asset Management, Llc.

  • GOOG
  • TDG
  • META
  • BRK-B
  • TSLA
  • MA
  • AMZN
East Coast Asset Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 69
Filing on May 14, 2025 Q1 2025

Hel Ved Capital Management LTD

  • QQQ
  • TSM
  • FSLR
  • LX
  • MU
  • EDU
  • KEYS
Hel Ved Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 64
Filing on Apr 23, 2025 Q1 2025

Steph & CO

  • JAVA
  • VOO
  • IWR
  • FBND
  • BOND
  • VTI
  • GUNR
Steph & CO's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 260
Filing on May 13, 2025 Q1 2025

Blue Investment Partners LLC

  • AAPL
  • AMZN
  • SPY
  • IDEV
  • USFR
  • SCHB
  • RSP
Blue Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 49
Filing on May 15, 2025 Q1 2025

Lavaca Capital LLC

  • SPY
  • SYY
  • NVDA
  • KKR
  • AAPL
  • SPY
  • NFLX
Lavaca Capital LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 275
Filing on May 14, 2025 Q1 2025

Waterford Advisors, LLC

  • IVV
  • VTV
  • VUG
  • VEA
  • BNDX
  • SCHA
  • BSV
Waterford Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 51
Filing on May 27, 2025 Q1 2025

Addison Capital CO

  • SPY
  • BND
  • LNG
  • GOOGL
  • PG
  • ORCL
  • JNJ
Addison Capital CO's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 139
Filing on Nov 14, 2022 Q3 2022

Third Security, LLC

  • PGEN
  • KMI
  • ABBV
  • IBM
  • AAPL
  • MSFT
  • VZ
Third Security, LLC's Q3 2022 Portfolio
Portfolio Value 241 Million
Stocks 19