Largest Portfolios by Value

Filing on May 06, 2025 Q1 2025

Ghe, LLC

  • NVDA
  • ADBE
  • PCN
  • MCO
  • PGR
  • SPGI
  • COST
Ghe, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 56
Filing on Jan 20, 2023 Q4 2022

Newman & Schimel, LLC

  • ISTB
  • BSV
  • VTI
  • IXUS
  • ITOT
  • BRK-B
  • VT
Newman & Schimel, LLC's Q4 2022 Portfolio
Portfolio Value 221 Million
Stocks 51
Filing on May 13, 2025 Q1 2025

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 12
Filing on May 15, 2025 Q1 2025

Kerrisdale Advisers, LLC

  • STX
  • V
  • MELI
  • DEO
  • AMZN
  • GOOGL
  • SHC
Kerrisdale Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 81
Filing on May 14, 2025 Q1 2025

Cota Capital Management, LLC

  • EQ
Cota Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 1
Filing on May 09, 2025 Q1 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • IBB
  • IHI
  • ACWX
Cumberland Advisors Inc's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 49
Filing on Apr 21, 2025 Q1 2025

Org Wealth Partners, LLC

  • BRK-A
  • BRK-B
  • ET
  • XOM
  • ABT
  • AAPL
  • JPST
Org Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 9568
Filing on Jan 17, 2024 Q4 2023

Columbia Trust CO 01012016

  • MSFT
  • AAPL
  • TLH
  • IEMG
  • EMXC
  • IEFA
  • GOOGL
Columbia Trust CO 01012016's Q4 2023 Portfolio
Portfolio Value 220 Million
Stocks 262
Filing on May 08, 2025 Q1 2025

Palisades Hudson Asset Management, L.P.

  • IJS
  • SPY
  • VTI
  • IVV
  • IJT
  • IEUR
  • IJR
Palisades Hudson Asset Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 145
Filing on Apr 10, 2025 Q1 2025

Act Wealth Management, LLC

  • VXF
  • VYM
  • GLD
  • IWB
  • CEMB
  • SCHF
  • HEFA
Act Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 52
Filing on Apr 09, 2025 Q1 2025

Tl Private Wealth

  • VUG
  • VTV
  • VO
  • FTSL
  • VEU
  • LMBS
  • VCSH
Tl Private Wealth's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 41
Filing on Apr 15, 2025 Q1 2025

Sterling Financial Group, Inc.

  • GSLC
  • BSJQ
  • DIVO
  • SPLB
  • BSCS
  • INTF
  • AAPL
Sterling Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 63
Filing on May 15, 2025 Q1 2025

Rise Advisors, LLC

  • VTV
  • VUG
  • DFCF
  • JMBS
  • DFAT
  • VNLA
  • XLF
Rise Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 1501
Filing on Apr 15, 2025 Q1 2025

Spectrum Asset Management, Inc.

  • SCHV
  • RSP
  • MBB
  • USMV
  • IAU
  • SCHG
  • DSEP
Spectrum Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 93
Filing on May 06, 2025 Q1 2025

Maryland Capital Advisors Inc.

  • IGSB
  • VCSH
  • AAPL
  • VTI
  • VTV
  • DFAU
  • DFNM
Maryland Capital Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 235
Filing on May 01, 2025 Q1 2025

Eos Management, L.P.

  • SPY
  • BRK-B
  • META
  • AMZN
  • MSFT
  • DHR
  • BABA
Eos Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 40
Filing on May 14, 2025 Q1 2025

Aristides Capital LLC

  • SPY
  • GBTC
  • GOOGL
  • BRK-B
  • MSFT
  • ITRN
  • IJR
Aristides Capital LLC's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 218
Filing on May 02, 2025 Q1 2025

Gpm Growth Investors, Inc.

  • MSFT
  • GOOGL
  • BSCS
  • SCHG
  • AAPL
  • COST
  • V
Gpm Growth Investors, Inc.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 44