Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Financial Council Asset Management Inc

  • CGGO
  • CGGR
  • IUSG
  • SPYV
  • AAPL
  • IUSV
  • SPYG
Financial Council Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 87
Filing on May 14, 2025 Q1 2025

Susquehanna Capital Management, LLC

  • PAYO
Susquehanna Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 2
Filing on May 15, 2025 Q1 2025

Wimmer Associates 1, LLC

  • AAPL
  • MSFT
  • VIG
  • NVDA
  • V
  • PRF
  • COST
Wimmer Associates 1, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 106
Filing on Jan 31, 2023 Q4 2022

Schroders Is LTD

  • VCSH
  • VEA
  • VT
Schroders Is LTD's Q4 2022 Portfolio
Portfolio Value 185 Million
Stocks 3
Filing on Apr 10, 2025 Q1 2025

Maltin Wealth Management, Inc.

  • YJUN
  • IAU
  • JAAA
  • BAB
  • VSS
  • HDV
  • KJUL
Maltin Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 130
Filing on Apr 24, 2025 Q1 2025

Matisse Capital

  • AAPL
  • DGRO
  • MSFT
  • ASND
  • DMA
  • TDF
  • DMB
Matisse Capital's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 196
Filing on May 30, 2023 Q1 2023

Fullen Financial Group

  • BIV
  • VEU
  • BSV
  • VB
  • VTV
  • IGSB
  • VUG
Fullen Financial Group's Q1 2023 Portfolio
Portfolio Value 184 Million
Stocks 59
Filing on May 06, 2025 Q1 2025

Ivy Rock Asset Management (Hk) LTD

  • PDD
  • LEGN
  • BABA
  • CSIQ
  • EDU
  • SMMT
  • GLD
Ivy Rock Asset Management (Hk) LTD's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 17
Filing on Apr 08, 2025 Q1 2025

Ivc Wealth Advisors LLC

  • VUG
  • AAPL
  • JEPI
  • PVAL
  • SCHV
  • JAAA
  • USIG
Ivc Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 162
Filing on May 14, 2025 Q1 2025

Joseph P. Lucia & Associates, LLC

  • AAPL
  • NOBL
  • SMH
  • SCHB
  • AMZN
  • SCHG
  • NVDA
Joseph P. Lucia & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 140
Filing on May 14, 2025 Q1 2025

Cutler Capital Management, LLC

  • AEM
  • MET
  • TSBK
  • EXSR
  • SHEL
  • ET
  • FBIZ
Cutler Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 117
Filing on May 19, 2025 Q1 2025

Mudita Advisors LLP

  • HGV
  • HCC
  • CNQ
  • ESTA
  • AGI
  • IAG
  • BSM
Mudita Advisors LLP's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 17
Filing on May 12, 2023 Q1 2023

Hitchwood Capital Management LP

  • TSLA
  • FND
  • MSFT
  • AMZN
  • META
  • BRK-B
  • TW
Hitchwood Capital Management LP's Q1 2023 Portfolio
Portfolio Value 184 Million
Stocks 19
Filing on May 15, 2025 Q1 2025

Fort Baker Capital Management LP

  • FYBR
  • NWSA
  • DNB
  • NESR
  • SPR
  • ESGR
  • RKT
Fort Baker Capital Management LP's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 56
Filing on Apr 29, 2025 Q1 2025

Viewpoint Capital Management LLC

  • AMZN
  • VOO
  • NVDA
  • BAC
  • IWN
  • XHB
  • MSFT
Viewpoint Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 140
Filing on May 01, 2025 Q1 2025

Lane & Associates LLC

  • VTI
  • SPYG
  • SCHX
  • SPY
  • EFG
  • DFIV
  • IEFA
Lane & Associates LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 115
Filing on Apr 16, 2025 Q1 2025

Viewpoint Investment Partners Corp

  • TIP
  • EMLC
  • HYG
  • VTI
  • AOR
  • VOO
  • BRK-B
Viewpoint Investment Partners Corp's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 33
Filing on Apr 10, 2025 Q1 2025

Chronos Wealth Management, LLC

  • LLY
  • AAPL
  • MSFT
  • BRK-B
  • V
  • GOOG
  • AMZN
Chronos Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 37