Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Kinloch Capital, LLC

  • FPE
  • VFH
  • VHT
  • FTSM
  • ABBV
  • VOX
  • VOO
Kinloch Capital, LLC's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 78
Filing on May 02, 2025 Q1 2025

Mine & Arao Wealth Creation & Management, Llc.

  • QQQ
  • SPY
  • DIA
  • AAPL
  • AMZN
  • NVDA
  • JPM
Mine & Arao Wealth Creation & Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 75
Filing on May 15, 2025 Q1 2025

Vpr Management LLC

  • IAU
  • VEA
  • GUNR
  • EWC
  • EWZ
  • VTI
  • ACWI
Vpr Management LLC's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 55
Filing on May 15, 2025 Q1 2025

Paragon Private Wealth Management, LLC

  • MSFT
  • AAPL
  • IWR
  • NVDA
  • AMZN
  • FDN
  • GOOGL
Paragon Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 285
Filing on May 05, 2025 Q1 2025

Flynn Zito Capital Management, LLC

  • PRF
  • HFXI
  • AAPL
  • FLQM
  • IWF
  • SPLG
  • MSFT
Flynn Zito Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 126
Filing on May 15, 2025 Q1 2025

Cook Wealth Management Group LLC

  • VOO
  • IQLT
  • GOVT
  • QUAL
  • VO
  • DFAT
  • AVEM
Cook Wealth Management Group LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 52
Filing on May 13, 2025 Q1 2025

Pinnacle Holdings, LLC

  • DIA
  • OKE
  • AM
  • WMB
  • KNTK
  • TRGP
  • GS
Pinnacle Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 237
Filing on Apr 17, 2025 Q1 2025

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • GOOGL
  • PM
  • MSFT
  • GOOG
  • IBM
Citadel Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 82
Filing on Apr 22, 2025 Q1 2025

Trb Advisors LP

  • AAPL
  • MSFT
  • V
  • VOO
  • KKR
Trb Advisors LP's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 6
Filing on May 02, 2025 Q1 2025

Mtc Wealth Management LLC

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IGSB
  • IJH
Mtc Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 13
Filing on Oct 24, 2023 Q3 2023

Goodwin Daniel L

  • KRG
  • SPY
  • GOOG
  • UNH
  • AMZN
  • JPM
  • MPC
Goodwin Daniel L's Q3 2023 Portfolio
Portfolio Value 203 Million
Stocks 158
Filing on Nov 13, 2024 Q3 2024

Ranger Global Real Estate Advisors, LLC

  • AMH
  • ELS
  • EFC
  • LAMR
  • IRT
  • COLD
  • TRNO
Ranger Global Real Estate Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 203 Million
Stocks 21
Filing on Apr 21, 2025 Q1 2025

Autumn Glory Partners, LLC

  • VOO
  • OKE
  • MSFT
  • BRK-B
  • DGRO
  • SPY
  • UL
Autumn Glory Partners, LLC's Q1 2025 Portfolio
Portfolio Value 203 Million
Stocks 214
Filing on Nov 13, 2023 Q3 2023

Chi Advisors LLC

  • PLRX
  • RPTX
  • CGEM
  • LRMR
  • KROS
  • IKNA
  • RARE
Chi Advisors LLC's Q3 2023 Portfolio
Portfolio Value 203 Million
Stocks 28
Filing on May 06, 2025 Q1 2025

Holistic Financial Partners

  • LLY
  • SCHF
  • FVD
  • FTA
  • FTCS
  • IWF
  • UCON
Holistic Financial Partners's Q1 2025 Portfolio
Portfolio Value 203 Million
Stocks 123
Filing on Apr 23, 2025 Q1 2025

Shaker Investments LLC

  • AX
  • AMZN
  • GOOGL
  • META
  • AVGO
  • AAPL
  • PODD
Shaker Investments LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 94
Filing on May 14, 2025 Q1 2025

Rudius Management LP

  • ALC
  • RTO
  • SUN
Rudius Management LP's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 5
Filing on Apr 10, 2025 Q1 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • COST
  • IJH
  • AMZN
  • PGR
Greenfield Savings Bank's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 145