Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Littlejohn & CO LLC

  • FWRD
  • AVAH
  • IWM
  • CBL
  • ALVO
  • ASTL
  • ALIT
Littlejohn & CO LLC's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 24
Filing on Apr 14, 2025 Q1 2025

Meridian Financial Partners LLC

  • VOO
  • DGRO
  • JMEE
  • JPST
  • AAPL
  • IWY
  • IVV
Meridian Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 104
Filing on May 15, 2025 Q1 2025

Scholtz & Company, LLC

  • MSFT
  • MA
  • AMZN
  • UNH
  • CMG
  • META
  • GOOGL
Scholtz & Company, LLC's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 51
Filing on Apr 28, 2025 Q1 2025

Reliant Wealth Planning

  • BIV
  • SCHD
  • ITOT
  • IWL
  • CGGO
  • VOO
  • IBTI
Reliant Wealth Planning's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 29
Filing on Apr 25, 2025 Q1 2025

Eads & Heald Wealth Management

  • NVDA
  • COST
  • WMT
  • AAPL
  • FISV
  • JPM
  • V
Eads & Heald Wealth Management's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 138
Filing on Apr 16, 2025 Q1 2025

New England Research & Management, Inc.

  • AAPL
  • GOOGL
  • CHD
  • URI
  • JNJ
  • MSFT
  • GS
New England Research & Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 146
Filing on Jun 09, 2025 Q1 2025

Asset Planning Services Inc

  • NVDA
  • MSFT
  • JPM
  • WMT
  • AMZN
  • PM
  • RTX
Asset Planning Services Inc 's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 35
Filing on May 05, 2025 Q1 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • BRK-B
  • AMZN
  • VCSH
  • SPYG
  • VTEB
Tag Stone Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 97
Filing on Apr 28, 2025 Q1 2025

Tkg Advisors, LLC

  • SPY
  • VTV
  • BIL
  • MDY
  • QQQ
  • CGXU
  • IJR
Tkg Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 86
Filing on Apr 28, 2025 Q1 2025

Ballentine Capital Advisors, Inc

  • DFAC
  • VEA
  • BIV
  • VOO
  • DFEM
  • BNDX
  • DFIS
Ballentine Capital Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 29
Filing on May 05, 2025 Q1 2025

Optimist Retirement Group LLC

  • PCAR
  • SPYV
  • SPYG
  • SLYG
  • SLYV
  • SPDW
  • SPEM
Optimist Retirement Group LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 117
Filing on Apr 10, 2025 Q1 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • FDL
  • MSFT
  • SPY
  • AMZN
  • FTCS
Key Client Fiduciary Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 193
Filing on May 15, 2025 Q1 2025

Rings Capital Management LLC

  • MCO
  • KMX
  • CHKP
  • MSFT
  • RTX
  • JD
  • HRB
Rings Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 8
Filing on Apr 08, 2025 Q1 2025

Boit C F David

  • BRK-B
  • MSFT
  • XOM
  • V
  • ADP
  • AAPL
  • CAT
Boit C F David's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 129
Filing on May 10, 2024 Q1 2024

Van Leeuwen & Company, LLC

  • MSFT
  • GOOG
  • BRK-B
  • V
  • VRTX
  • ROST
  • HUBB
Van Leeuwen & Company, LLC's Q1 2024 Portfolio
Portfolio Value 196 Million
Stocks 88
Filing on May 12, 2025 Q1 2025

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • BRK-A
  • IJR
  • VTI
  • DFSV
  • DFAI
Cahill Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on May 12, 2025 Q1 2025

Pfc Capital Group, Inc.

  • AAPL
  • MSFT
  • SPY
  • QCOM
  • NVDA
  • AMZN
  • HD
Pfc Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 86
Filing on May 15, 2025 Q1 2025

Siena Capital Partners Gp, LLC

  • FCNCA
  • PLBC
  • OVLY
  • EXSR
  • TSBK
  • WTFC
  • ORPB
Siena Capital Partners Gp, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 108