Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Wind River Trust CO

  • VT
  • IWD
  • IWV
  • SPY
  • ACWI
  • VEA
  • VUG
Wind River Trust CO's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 9
Filing on May 01, 2025 Q1 2025

Northwest Capital Management Inc

  • SCHR
  • SCHF
  • SCHX
  • MSFT
  • AAPL
  • SCHD
  • EFV
Northwest Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 443
Filing on May 13, 2025 Q1 2025

Thames Capital Management LLC

  • MA
  • FAS
  • V
  • MSFT
  • SPOT
  • META
  • VRT
Thames Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 28
Filing on Apr 14, 2025 Q1 2025

Bourne Lent Asset Management Inc

  • AAPL
  • MSFT
  • ADBE
  • GOOG
  • GOOGL
  • IDXX
  • ISRG
Bourne Lent Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 61
Filing on Apr 24, 2025 Q1 2025

Legacy Cg, LLC

  • USMC
  • CGXU
  • FTHI
  • PSC
  • FLMI
  • AMZN
  • BRK-B
Legacy Cg, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 45
Filing on Apr 30, 2025 Q1 2025

Highview Capital Management LLC

  • IVV
  • IJH
  • SPY
  • AAPL
  • EEM
  • VEA
  • MSFT
Highview Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 105
Filing on Apr 07, 2025 Q1 2025

Neumann Advisory Hong Kong LTD

  • TSLA
  • META
  • API
  • GOOGL
  • ESTC
  • NVTS
  • MRNA
Neumann Advisory Hong Kong LTD's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 10
Filing on May 09, 2025 Q1 2025

X Square Capital, LLC

  • SPY
  • OFG
  • META
  • BRK-B
  • FBP
  • JPM
  • COST
X Square Capital, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 170
Filing on May 15, 2025 Q1 2025

Westshore Wealth, LLC

  • SPY
  • LQD
  • IWD
  • IWF
  • IWM
  • UPS
  • VGLT
Westshore Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 94
Filing on Apr 11, 2025 Q1 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 75
Filing on Apr 17, 2025 Q1 2025

Claris Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFUS
  • DFIV
  • DUHP
  • DISV
Claris Advisors, LLC 's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 74
Filing on Apr 28, 2025 Q1 2025

Carmel Capital Management L.L.C.

  • VST
  • AVGO
  • JPM
  • BRK-B
  • AMAT
  • C
  • AAPL
Carmel Capital Management L.L.C.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 25
Filing on May 01, 2025 Q1 2025

Zullo Investment Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • XLK
  • XLF
Zullo Investment Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 146
Filing on Apr 07, 2025 Q1 2025

Lowe Wealth Advisors, LLC

  • SPY
  • QQQ
  • USMV
  • VCSH
  • SPTS
  • JPST
  • IAU
Lowe Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 372
Filing on Apr 29, 2025 Q1 2025

Planning Directions Inc

  • SCHD
  • BSV
  • VIG
  • UITB
  • AAPL
  • PM
  • MGV
Planning Directions Inc's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 117
Filing on May 16, 2025 Q1 2025

Stuart Chaussee & Associates, Inc.

  • BOCT
  • XBJA
  • VGT
  • IGM
  • PJUL
  • BJAN
  • VYM
Stuart Chaussee & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 186
Filing on May 15, 2025 Q1 2025

First Sabrepoint Capital Management LP

  • TPB
  • FCFS
  • LAUR
  • MAA
  • PM
  • MSFT
  • LOPE
First Sabrepoint Capital Management LP's Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 37
Filing on May 06, 2025 Q1 2025

Freemont Management S.A.

  • NVDA
  • AAPL
  • MSFT
  • AXON
  • META
  • AMZN
  • ELF
Freemont Management S.A.'s Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 94