Largest Portfolios by Value

Filing on Jul 17, 2025 Q2 2025

Nova R Wealth, Inc.

  • IVV
  • VGIT
  • IEFA
  • AVLV
  • ISRG
  • BME
  • JMOM
Nova R Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 82
Filing on Aug 14, 2025 Q2 2025

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • SCHD
  • AFL
  • NVDA
  • JPST
  • AAPL
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 122
Filing on Aug 13, 2025 Q2 2025

Apis Capital Advisors, LLC

  • GEO
  • MGNI
  • SIMO
  • HNRG
  • NGD
  • SSRM
  • GNRC
Apis Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 42
Filing on May 06, 2024 Q1 2024

Benedetti & Gucer, Inc.

  • IVV
  • SHY
  • NVDA
  • RAAX
  • TLH
  • HDV
  • VO
Benedetti & Gucer, Inc.'s Q1 2024 Portfolio
Portfolio Value 201 Million
Stocks 143
Filing on Aug 06, 2025 Q2 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Dcf Advisers, LLC

  • MU
  • GOOG
  • AMZN
  • ARGX
  • ORCL
  • IAU
  • BAC
Dcf Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 84
Filing on Jul 17, 2025 Q2 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • IEFA
  • USFR
  • SPMD
  • IWM
  • GLDM
New Perspectives, Inc's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 36
Filing on Aug 04, 2025 Q2 2025

626 Financial, LLC

  • SYK
  • DTD
  • AAPL
  • MSFT
  • CALF
  • IWY
  • AMZN
626 Financial, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 114
Filing on Jul 25, 2025 Q2 2025

Legal Advantage Investments, Inc.

  • TDG
  • DIS
  • AMZN
  • VSEC
  • MSFT
  • FISV
  • ESLT
Legal Advantage Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 94
Filing on May 12, 2025 Q1 2025

Amtrust Financial Services, Inc.

  • IVV
  • VOO
  • IGSB
  • VV
  • AGG
  • SPIB
  • SPAB
Amtrust Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 15
Filing on Jul 22, 2025 Q2 2025

Viewpoint Capital Management LLC

  • AMZN
  • VOO
  • NVDA
  • BAC
  • IWN
  • MSFT
  • TSLA
Viewpoint Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 136
Filing on Jul 30, 2025 Q2 2025

Moser Wealth Advisors, LLC

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • VBR
  • BRK-B
  • MA
Moser Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 200
Filing on Jul 28, 2025 Q2 2025

5th Street Advisors, LLC

  • VEU
  • VTI
  • JSCP
  • LQD
  • VTV
  • TDTT
  • SPHY
5th Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 38
Filing on Jul 24, 2025 Q2 2025

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • VTI
  • SPDW
Keener Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 219
Filing on Jul 30, 2025 Q2 2025

Siena Capital Partners Gp, LLC

  • FCNCA
  • OVLY
  • PLBC
  • EXSR
  • TSBK
  • WTFC
  • FHN
Siena Capital Partners Gp, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 100
Filing on Jul 17, 2025 Q2 2025

Peoples Financial Services Corp.

  • MSFT
  • PFIS
  • LLY
  • AAPL
  • AVGO
  • AMZN
  • MCD
Peoples Financial Services Corp.'s Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 394
Filing on Aug 12, 2025 Q2 2025

Bullseye Asset Management LLC

  • HLNE
  • NCLH
  • ZETA
  • FOUR
  • CLH
  • WING
  • PSTG
Bullseye Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 65
Filing on Jul 11, 2025 Q2 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTK
  • IBTJ
  • IBTI
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 146