Largest Portfolios by Value

Filing on Jul 11, 2025 Q2 2025

Mitchell & Pahl Private Wealth, LLC

  • MSFT
  • AVGO
  • AAPL
  • WM
  • ECL
  • XOM
  • PG
Mitchell & Pahl Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 144
Filing on Jul 30, 2025 Q2 2025

St. Johns Investment Management Company, LLC

  • SCHX
  • AAPL
  • SCHM
  • SCHA
  • SPY
  • MSFT
  • GLD
St. Johns Investment Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 201
Filing on Jul 30, 2025 Q2 2025

Reliant Investment Management, LLC

  • AVGO
  • PWR
  • AAPL
  • GOOGL
  • CRWD
  • NFLX
  • AXP
Reliant Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 56
Filing on Jul 09, 2025 Q2 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • MSFT
  • FDL
  • SPY
  • AMZN
  • NVDA
Key Client Fiduciary Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 207
Filing on Aug 07, 2025 Q2 2025

S Squared Technology, LLC

  • SYM
  • LSCC
  • KRYS
  • OLED
  • ALGM
  • SLAB
  • PRLB
S Squared Technology, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 35
Filing on Jul 22, 2025 Q2 2025

Asset Planning Services Inc

  • NVDA
  • MSFT
  • JPM
  • WMT
  • AMZN
  • PM
  • RTX
Asset Planning Services Inc 's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 34
Filing on Aug 14, 2025 Q2 2025

Indigo Partners LLC

  • ULCC
  • VLRS
Indigo Partners LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 2
Filing on Jul 15, 2025 Q2 2025

Motive Wealth Advisors

  • VEA
  • AGG
  • IVV
  • QUAL
  • VIG
  • IEFA
  • SCHB
Motive Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 87
Filing on Jul 22, 2025 Q2 2025

Hubbell Strickland Wealth Management, LLC

  • VIG
  • IVV
  • SDY
  • IJH
  • VUG
  • DGRO
  • PHYS
Hubbell Strickland Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 82
Filing on Jul 28, 2025 Q2 2025

Triton Wealth Management, Pllc

  • SCHG
  • KNX
  • SPMO
  • QQQ
  • BUFR
  • NVDA
  • AAPL
Triton Wealth Management, Pllc's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 107
Filing on Aug 11, 2025 Q2 2025

Eq LLC

  • DYNF
  • VOO
  • IVV
  • IEMG
  • IVW
  • ONEQ
  • EFV
Eq LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 72
Filing on Jul 21, 2025 Q2 2025

Mc Naughton Wealth Management, LLC

  • BND
  • IVW
  • QUAL
  • IVE
  • DYNF
  • VOO
  • VO
Mc Naughton Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 73
Filing on Aug 14, 2024 Q2 2024

Kent Lake Capital LLC

  • ZIMV
  • KD
  • SIBN
  • ENSG
  • PNTG
  • TALK
  • INNV
Kent Lake Capital LLC's Q2 2024 Portfolio
Portfolio Value 217 Million
Stocks 44
Filing on Aug 05, 2025 Q2 2025

Aaf Wealth Management, LLC

  • IVV
  • IDEV
  • VTV
  • QQQM
  • USMV
  • VYMI
  • IJH
Aaf Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 66
Filing on Jul 15, 2025 Q2 2025

Colonial River Wealth Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • CGGR
  • RWL
  • SPMO
  • AMZN
Colonial River Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 223
Filing on Jul 25, 2025 Q2 2025

Genesee Capital Advisors, LLC

  • SCHB
  • FXL
  • QQQ
  • AAPL
  • BRK-B
  • SPYD
  • FYX
Genesee Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 121
Filing on Aug 12, 2025 Q2 2025

Retirement Planning CO Of New England, Inc.

  • NVDA
  • AAPL
  • QQQ
  • META
  • MSFT
  • AMZN
  • AVGO
Retirement Planning CO Of New England, Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 233
Filing on Jul 16, 2025 Q2 2025

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • VYM
  • IVV
  • SCHD
  • FTSL
Asset Allocation & Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 92