Largest Portfolios by Value

Filing on Apr 29, 2025 Q1 2025

Consolidated Capital Management, LLC

  • RSP
  • VIG
  • GLD
  • IYH
  • MSFT
  • AMZN
  • VDC
Consolidated Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 45
Filing on May 05, 2025 Q1 2025

Carmel Capital Partners, LLC

  • USFR
  • HD
  • LEN
  • PLTR
  • PFXF
  • BSCS
  • BSCR
Carmel Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 150
Filing on Apr 17, 2025 Q1 2025

Murphy Pohlad Asset Management LLC

  • TRV
  • BRK-B
  • COP
  • AEM
  • MDT
  • PG
  • CTVA
Murphy Pohlad Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 121
Filing on May 15, 2025 Q1 2025

First Dallas Securities Inc.

  • TPL
  • NVDA
  • AAPL
  • OKE
  • AMZN
  • MSFT
  • UBER
First Dallas Securities Inc.'s Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 113
Filing on Apr 22, 2025 Q1 2025

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • CGGR
  • FBND
  • IAU
  • ITA
  • XMHQ
Wealth Care Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 148
Filing on May 15, 2025 Q1 2025

Dsc Meridian Capital LP

  • HYG
  • USHY
  • BKLN
  • VST
  • HYG
Dsc Meridian Capital LP's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 10
Filing on May 15, 2025 Q1 2025

Bulldog Investors, LLP

  • STEW
  • CION
  • GAM
  • DSM
  • AFB
  • CET
  • DMF
Bulldog Investors, LLP's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 142
Filing on Apr 16, 2025 Q1 2025

Biltmore Wealth Management, LLC

  • XLI
  • XLK
  • XLV
  • SMMU
  • XLY
  • XLP
  • XLU
Biltmore Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 58
Filing on Apr 29, 2025 Q1 2025

Morris Financial Concepts, Inc.

  • IVV
  • SCHX
  • IEFA
  • IJR
  • SHY
  • ISTB
  • SHV
Morris Financial Concepts, Inc.'s Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 198
Filing on May 13, 2025 Q1 2025

Hutner Capital Management Inc

  • BRK-A
  • BRK-B
  • COST
  • PM
  • KO
  • MCD
  • PG
Hutner Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 48
Filing on May 14, 2025 Q1 2025

Bruce & Co., Inc.

  • ABBV
  • ALL
  • DUK
  • T
  • AER
  • ABT
  • CMS
Bruce & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 42
Filing on Apr 16, 2025 Q1 2025

Tobam

  • T
  • CBOE
  • VZ
  • GIS
  • HSY
  • MCK
  • CHD
Tobam's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 251
Filing on May 14, 2025 Q1 2025

Samalin Investment Counsel, LLC

  • AAPL
  • OUNZ
  • SPY
  • BRK-B
  • MSFT
  • DGRO
  • ITOT
Samalin Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 318
Filing on May 09, 2025 Q1 2025

Bard Associates Inc

  • ENSG
  • WLDN
  • AROC
  • ODC
  • USAC
  • FIP
  • LEGH
Bard Associates Inc's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 179
Filing on May 15, 2025 Q1 2025

Georgetown University

  • QQQ
  • BRK-B
  • GOOGL
  • GRNT
  • BABA
  • AAPL
  • PG
Georgetown University's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 16
Filing on May 05, 2025 Q1 2025

Adaptive Financial Consulting, LLC

  • AGG
  • VCSH
  • IVV
  • USMV
  • IVW
  • QQQ
  • VCR
Adaptive Financial Consulting, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 20
Filing on Apr 11, 2025 Q1 2025

Arkfeld Wealth Strategies, L.L.C.

  • BRK-B
  • AMZN
  • AAPL
  • CHRD
  • TJX
  • CASY
  • SHV
Arkfeld Wealth Strategies, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 98
Filing on May 16, 2025 Q1 2025

Peloton Wealth Strategists

  • IBDT
  • MA
  • IBDS
  • IBDU
  • AMZN
  • IBDQ
  • IBDR
Peloton Wealth Strategists's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 92