Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • VEA
  • SPTI
  • SLYV
  • FTSM
  • AVEM
Capasso Planning Partners LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 99
Filing on Apr 15, 2025 Q1 2025

Eagle Capital Management, LLC

  • QQQ
  • SCHD
  • SPY
  • AVGO
  • AAPL
  • FHLC
  • MSFT
Eagle Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 40
Filing on May 16, 2025 Q1 2025

Dean Capital Management

  • MMS
  • ALG
  • CSGS
  • AEIS
  • SR
  • SLGN
  • HP
Dean Capital Management's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 132
Filing on Apr 16, 2025 Q1 2025

Tpg Financial Advisors, LLC

  • JPIE
  • SPYG
  • SPYV
  • IEF
  • SPTI
  • SPSM
  • SPMD
Tpg Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 65
Filing on Apr 10, 2025 Q1 2025

Benson Investment Management Company, Inc.

  • AAPL
  • MSFT
  • BRK-B
  • GOOG
  • AMZN
  • AEM
  • NVDA
Benson Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 48
Filing on May 14, 2025 Q1 2025

Purus Wealth Management, LLC

  • NVDA
  • COST
  • ISRG
  • AAPL
  • WM
  • AMZN
  • V
Purus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 119
Filing on Apr 25, 2025 Q1 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • IEF
  • SCHM
  • AMZN
Lincoln Capital Corp's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 91
Filing on May 02, 2025 Q1 2025

Altman Advisors, Inc.

  • IEUR
  • AAPL
  • SPYV
  • AMZN
  • SPYG
  • NVDA
  • MSFT
Altman Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 94
Filing on Apr 25, 2025 Q1 2025

G&S Capital LLC

  • SPY
  • SPTM
  • VTV
  • BIL
  • QQQ
  • MDY
  • IJR
G&S Capital LLC's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 124
Filing on May 08, 2025 Q1 2025

Bck Capital Management LP

  • X
  • AMED
  • X
  • X
  • ACI
  • K
  • JNPR
Bck Capital Management LP's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 72
Filing on Apr 22, 2025 Q1 2025

David Kennon Inc

  • VOO
  • VTI
  • VXUS
  • ONEQ
  • VB
  • VO
  • GCOR
David Kennon Inc's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 36
Filing on May 15, 2025 Q1 2025

Kensington Investment Counsel, LLC

  • AAPL
  • MSFT
  • WSO
  • ABBV
  • WSM
  • SNA
  • MKC
Kensington Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 94
Filing on Apr 22, 2025 Q1 2025

Rfp Financial Group LLC

  • MGK
  • IVV
  • RSP
  • AAPL
  • IXUS
  • AGG
  • IJH
Rfp Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 123
Filing on Nov 02, 2023 Q3 2023

Kcs Wealth Advisory

  • AAPL
  • JAAA
  • VGSH
  • GSST
  • IVV
  • MBB
  • META
Kcs Wealth Advisory's Q3 2023 Portfolio
Portfolio Value 224 Million
Stocks 133
Filing on May 09, 2025 Q1 2025

Toews Corp

  • IVV
  • VEA
  • JAAA
  • AGG
  • BND
  • FLOT
  • MRSK
Toews Corp 's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 9
Filing on May 05, 2025 Q1 2025

Garner Asset Management Corp

  • BRK-B
  • QQQ
  • AAPL
  • RMR
  • NVDA
  • VTI
  • AMZN
Garner Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 155
Filing on Apr 21, 2025 Q1 2025

Lumbard & Kellner, LLC

  • ORCL
  • SPMD
  • MET
  • VYMI
  • RSP
  • PBR
  • GOOG
Lumbard & Kellner, LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 83
Filing on Oct 23, 2023 Q3 2023

Wealth Advisors, Inc.

  • AAPL
  • AMZN
  • GOOGL
  • QQQ
  • MA
  • XLV
  • MSFT
Wealth Advisors, Inc.'s Q3 2023 Portfolio
Portfolio Value 223 Million
Stocks 67