Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Win Advisors, Inc

  • LGLV
  • HEFA
  • QGRO
  • SPLG
  • DHS
  • SPHQ
  • BIL
Win Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 54
Filing on Jan 26, 2024 Q4 2023

Rainsberger Wealth Advisors, Inc.

  • SCHF
  • SCHB
  • MTUM
  • IEI
  • SCHM
  • SCHD
  • SPAB
Rainsberger Wealth Advisors, Inc.'s Q4 2023 Portfolio
Portfolio Value 182 Million
Stocks 69
Filing on May 05, 2025 Q1 2025

Pacific Wealth Management

  • SPY
  • GOVT
  • QLTA
  • JAAA
  • COWZ
  • ABBV
  • VCIT
Pacific Wealth Management's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 18
Filing on May 05, 2025 Q1 2025

Integrated Capital Management, LLC

  • IVV
  • IWY
  • SPYV
  • GOOGL
  • DBEF
  • FLQH
  • IHDG
Integrated Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 58
Filing on Jul 03, 2025 Q2 2025

Stephens Group, LLC

  • ET
  • WEST
  • LAW
Stephens Group, LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 3
Filing on May 06, 2025 Q1 2025

American Financial & Tax Strategies Inc

  • BNDX
  • XSOE
  • VONG
  • SPYV
  • SPYG
  • SPLV
  • MGK
American Financial & Tax Strategies Inc's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 91
Filing on May 09, 2025 Q1 2025

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • LBRDA
  • WBD
  • SSP
Wittenberg Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 74
Filing on Apr 29, 2025 Q1 2025

Element Wealth, LLC

  • IVV
  • TFLO
  • DIVO
  • ITOT
  • SCHX
  • AGG
  • IJR
Element Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 162
Filing on May 01, 2025 Q1 2025

Blue Square Asset Management, LLC

  • GBIL
  • VOO
  • IJR
  • QQQ
  • SCHF
  • NVDA
  • ISRG
Blue Square Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 63
Filing on May 08, 2025 Q1 2025

Carl P. Sherr & Co., LLC

  • IVW
  • IUSV
  • AAPL
  • IGIB
  • IXUS
  • BIV
  • MSFT
Carl P. Sherr & Co., LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 117
Filing on Feb 23, 2023 Q4 2022

Wc Walker & Associates, Inc.

  • IWB
  • HDV
  • QQQ
  • IJR
  • IEFA
  • TIP
  • AAPL
Wc Walker & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 181 Million
Stocks 70
Filing on May 09, 2025 Q1 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • REET
  • JCPB
  • PAYX
  • SCHX
Cooper/Haims Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 79
Filing on Apr 16, 2025 Q1 2025

Robbins Farley LLC

  • SCHD
  • NVDA
  • AMZN
  • TJX
  • V
  • WMT
  • HD
Robbins Farley LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 155
Filing on May 14, 2025 Q1 2025

Chicago Wealth Management, Inc.

  • ITA
  • XLI
  • IAI
  • RSP
  • SPHQ
  • KRE
  • SHV
Chicago Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 48
Filing on Apr 21, 2025 Q1 2025

Montz Harcus Wealth Management LLC

  • SPLG
  • SPY
  • PRF
  • SPMD
  • IEFA
  • MDY
  • SPSM
Montz Harcus Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 78
Filing on May 15, 2025 Q1 2025

Krensavage Asset Management, LLC

  • EXEL
  • UTHR
  • CAH
  • SUPN
  • JAZZ
  • ENTA
  • SNY
Krensavage Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 14
Filing on Jul 07, 2025 Q2 2025

First Citizens Financial Corp

  • IYW
  • EFA
  • IYF
  • IJK
  • IJJ
  • IYH
  • BRK-B
First Citizens Financial Corp's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 126
Filing on May 13, 2025 Q1 2025

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • MSFT
  • AAPL
  • NVDA
  • SPSM
  • AMZN
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 112