Largest Portfolios by Value

Filing on Apr 04, 2025 Q1 2025

Exeter Financial, LLC

  • FFA
  • BSV
  • AAPL
  • ICSH
  • MSFT
  • AFL
  • CSCO
Exeter Financial, LLC's Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 90
Filing on May 15, 2025 Q1 2025

G2 Investment Partners Management LLC

  • PACK
  • OPRA
  • GAMB
  • LYTS
  • GENI
  • EVER
  • UTI
G2 Investment Partners Management LLC's Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 54
Filing on May 12, 2025 Q1 2025

Tieton Capital Management, LLC

  • CUBI
  • UIHC
  • CDXC
  • AVNW
  • ENVA
  • BBSI
  • MFIN
Tieton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 34
Filing on Apr 18, 2025 Q1 2025

Dhjj Financial Advisors, Ltd.

  • QQQ
  • IJH
  • SCHD
  • SCHG
  • JPST
  • IWM
  • FVD
Dhjj Financial Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 933
Filing on May 12, 2025 Q1 2025

Nwk Group, Inc.

  • NVDA
  • COST
  • AAPL
  • AMZN
  • LLY
  • AVGO
  • V
Nwk Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 65
Filing on May 13, 2025 Q1 2025

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VIG
  • VYM
  • USMV
Spreng Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 75
Filing on Apr 28, 2025 Q1 2025

Inca Investments LLC

  • GGAL
  • BAP
  • MELI
  • LOMA
  • XP
  • BSAC
  • FMX
Inca Investments LLC's Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 10
Filing on Apr 10, 2025 Q1 2025

Trinity Wealth Management, LLC

  • SPAB
  • MTUM
  • QQQ
  • QUAL
  • SIZE
  • USMV
  • IAGG
Trinity Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Tiemann Investment Advisors, LLC

  • AGG
  • AAPL
  • IUSB
  • MSFT
  • IEFA
  • JPST
  • GSST
Tiemann Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 192
Filing on May 06, 2025 Q1 2025

Worth Pointe, LLC

  • DFAC
  • AVUS
  • DFUV
  • VOO
  • AVDE
  • AVRE
  • DFAS
Worth Pointe, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 92
Filing on May 09, 2025 Q1 2025

Once Capital Management, LLC

  • NVDA
  • SPOT
  • CRWD
  • AAPL
  • ASTS
  • AMD
  • AMZN
Once Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 17
Filing on Apr 28, 2025 Q1 2025

Straight Path Wealth Management

  • DFAC
  • TSLA
  • DFIC
  • MTUM
  • IMTM
  • DFEM
  • BSCS
Straight Path Wealth Management's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 109
Filing on May 15, 2025 Q1 2025

American Trust Investment Advisors, LLC

  • BRK-B
  • AAPL
  • IBM
  • SONY
  • CEG
  • META
  • MSFT
American Trust Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 109
Filing on Apr 30, 2025 Q1 2025

Brick & Kyle, Associates

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AMLP
  • JPM
Brick & Kyle, Associates's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 54
Filing on Apr 23, 2025 Q1 2025

Wealth Effects LLC

  • NVDA
  • AAPL
  • AMZN
  • VTI
  • JPM
  • META
  • MSFT
Wealth Effects LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 198
Filing on May 05, 2025 Q1 2025

Members Advisory Group LLC

  • SCHB
  • JAAA
  • VOO
  • VTV
  • SCHG
  • IWR
  • NEAR
Members Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 32
Filing on May 02, 2025 Q1 2025

Mechanics Financial Corp

  • GRC
  • IJH
  • AAPL
  • EFA
  • IEFA
  • IVV
  • MSFT
Mechanics Financial Corp's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 245
Filing on Apr 22, 2025 Q1 2025

Hwg Holdings LP

  • IVV
  • AAPL
  • META
  • MSFT
  • GOOGL
  • JPM
  • CW
Hwg Holdings LP's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 131