Largest Portfolios by Value

Filing on May 02, 2025 Q1 2025

Theory Financial LLC

  • SCHZ
  • VFH
  • XLV
  • XLC
  • MBB
  • SPLG
  • IGIB
Theory Financial LLC's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 81
Filing on May 15, 2025 Q1 2025

Juniper Investment Company, LLC

  • BVS
  • AORT
  • LINC
  • OFIX
  • AMOT
  • TWIN
  • ALOT
Juniper Investment Company, LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 12
Filing on May 13, 2025 Q1 2025

Gemsstock Ltd.

  • EQX
  • GGAL
  • TECK
  • BMA
  • GOLD
  • NEM
  • MOS
Gemsstock Ltd.'s Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 18
Filing on Apr 01, 2025 Q1 2025

Gp Brinson Investments LLC

  • VTI
  • VEA
  • AGG
  • EPD
  • VWO
  • FSK
  • AAPL
Gp Brinson Investments LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 15
Filing on May 14, 2025 Q1 2025

Verger Capital Management LLC

  • AGG
  • SPY
  • ACWI
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 14
Filing on Apr 15, 2025 Q1 2025

Paragon Advisors, LLC

  • TQQQ
  • AVUV
  • JAAA
  • JPST
  • NVDA
  • TSM
  • JBBB
Paragon Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 85
Filing on Apr 15, 2024 Q1 2024

Atlas Private Wealth Management

  • SHY
  • JMST
  • LMBS
  • AAPL
  • SPY
  • XMHQ
  • GOOGL
Atlas Private Wealth Management's Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 119
Filing on Apr 17, 2025 Q1 2025

Bouvel Investment Partners, LLC

  • BOND
  • JEPI
  • PLTR
  • NVDA
  • AMZN
  • AXP
  • MSFT
Bouvel Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 77
Filing on May 02, 2025 Q1 2025

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • VIGI
  • HFXI
  • JCPB
  • TOTR
  • IJR
Landmark Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 75
Filing on Feb 13, 2025 Q4 2024

Ashburton (Jersey) LTD

  • MSFT
  • V
  • NVDA
  • GOOG
  • ETN
  • AMZN
  • ACN
Ashburton (Jersey) LTD's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 52
Filing on Apr 29, 2025 Q1 2025

California First Leasing Corp

  • XOM
  • GOOGL
  • AMAT
  • GS
  • CI
  • QCOM
  • BMY
California First Leasing Corp's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 44
Filing on Apr 29, 2025 Q1 2025

Fullcircle Wealth LLC

  • UPS
  • BRK-B
  • BIL
  • MSFT
  • SNOW
  • AAPL
  • GBIL
Fullcircle Wealth LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 246
Filing on May 02, 2025 Q1 2025

Midwest Heritage Bank, Fsb

  • DFAC
  • CGUS
  • CGDV
  • CGCP
  • DUHP
  • DFAI
  • DFAS
Midwest Heritage Bank, Fsb's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 59
Filing on May 15, 2025 Q1 2025

Repertoire Partners LP

  • MTCH
  • SPY
  • AMBC
  • AMBC
  • BJ
  • LRFC
  • JELD
Repertoire Partners LP's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 14
Filing on May 14, 2025 Q1 2025

Whetstone Capital Advisors, LLC

  • NET
  • GOOG
  • MNDY
  • AMZN
  • OPRX
  • TOST
  • OKTA
Whetstone Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 28
Filing on Apr 21, 2025 Q1 2025

Warner Financial, Inc

  • VTV
  • VUG
  • VEA
  • VIG
  • VO
  • SCHG
  • QQQ
Warner Financial, Inc's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 114
Filing on May 14, 2025 Q1 2025

Westwood Wealth Management

  • NVDA
  • AAPL
  • META
  • QLD
  • MSFT
  • AVGO
  • GOOGL
Westwood Wealth Management's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 45
Filing on Apr 11, 2025 Q1 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTG
  • IBTH
  • IBTF
  • IBTI
Mkt Advisors LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 141