Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Bigelow Investment Advisors, LLC

  • IVV
  • SPY
  • VIG
  • IAU
  • AAPL
  • IJH
  • IJR
Bigelow Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 210 Million
Stocks 146
Filing on May 05, 2025 Q1 2025

1776 Wealth LLC

  • AAPL
  • AMZN
  • ADBE
  • PLTR
  • FTSM
  • MSFT
  • FVD
1776 Wealth LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on May 09, 2025 Q1 2025

Ranch Capital Advisors Inc.

  • BIL
  • AAPL
  • MSFT
  • VYM
  • NVDA
  • VIG
  • VGIT
Ranch Capital Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on May 08, 2025 Q1 2025

Stonebridge Financial Planning Group, LLC

  • IWY
  • IYW
  • SPHQ
  • DGRO
  • IVV
  • AMZN
  • IUSG
Stonebridge Financial Planning Group, LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 161
Filing on May 15, 2025 Q1 2025

Raine Capital LLC

  • OLO
  • DKNG
Raine Capital LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Berkshire Capital Holdings Inc

  • NVDA
  • HOOD
  • TSLA
  • CVNA
  • NET
  • DASH
  • PLTR
Berkshire Capital Holdings Inc's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 96
Filing on May 15, 2025 Q1 2025

Troluce Capital Advisors LLC

  • GOOGL
  • XLF
  • WDC
  • DE
  • AMCR
  • META
  • AMZN
Troluce Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 31
Filing on Nov 14, 2022 Q3 2022

Foundry Group, LLC

  • XMTR
  • ROVR
  • AVDX
  • OBLG
Foundry Group, LLC's Q3 2022 Portfolio
Portfolio Value 209 Million
Stocks 4
Filing on Oct 01, 2024 Q3 2024

Bridge Advisory, LLC

  • EMLC
  • SHV
  • PHYS
  • PSLV
  • SGOV
  • DFAU
  • AAPL
Bridge Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 99
Filing on May 07, 2025 Q1 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • BRK-A
  • CINF
  • JNJ
  • LMT
Schulhoff & CO Inc's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 132
Filing on Apr 25, 2025 Q1 2025

Altus Wealth Group LLC

  • IVV
  • COWZ
  • MOAT
  • SPMO
  • XMHQ
  • VCIT
  • AAPL
Altus Wealth Group LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 133
Filing on Apr 14, 2025 Q1 2025

Flagship Private Wealth, LLC

  • IVV
  • USMV
  • SPY
  • IOO
  • SGOV
  • QUAL
  • SPHQ
Flagship Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 101
Filing on Apr 24, 2025 Q1 2025

Bull Street Advisors, LLC

  • TJX
  • AAPL
  • BSV
  • VGSH
  • JNJ
  • COST
  • KO
Bull Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 89
Filing on May 15, 2025 Q1 2025

Spectrum Wealth Advisory Group, LLC

  • JQUA
  • RECS
  • QQQM
  • RDVY
  • QQQ
  • SPTI
  • UCON
Spectrum Wealth Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 57
Filing on Feb 09, 2024 Q4 2023

Moreno Evelyn V

  • AAPL
  • MSFT
  • MDY
  • GOOG
  • AMZN
  • NVDA
  • AVLV
Moreno Evelyn V's Q4 2023 Portfolio
Portfolio Value 208 Million
Stocks 140
Filing on Apr 28, 2025 Q1 2025

Arbor Trust Wealth Advisors, LLC

  • JCPB
  • SCHM
  • ABBV
  • SCHG
  • SCHF
  • AAPL
  • MDY
Arbor Trust Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 95
Filing on Apr 16, 2025 Q1 2025

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • IGSB
  • SCHF
  • BND
  • SHYG
Powers Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 107
Filing on Apr 19, 2024 Q1 2024

Handelsinvest Investeringsforvaltning

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Handelsinvest Investeringsforvaltning's Q1 2024 Portfolio
Portfolio Value 208 Million
Stocks 317