Largest Portfolios by Value

Filing on May 05, 2025 Q1 2025

Lipe & Dalton

  • AAPL
  • GOOG
  • GS
  • SNA
  • HSY
  • ABBV
  • BA
Lipe & Dalton's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 89
Filing on Apr 25, 2025 Q1 2025

Hapanowicz & Associates Financial Services, Inc

  • VONV
  • VONG
  • SPY
  • VIG
  • VOT
  • FYX
  • VONE
Hapanowicz & Associates Financial Services, Inc's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 32
Filing on May 07, 2025 Q1 2025

Horizon Financial Services, LLC

  • SPYV
  • SPYG
  • SPSB
  • SCHM
  • VGSH
  • SPDW
  • SPHY
Horizon Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 292
Filing on Jul 11, 2025 Q2 2025

Brendel Financial Advisors LLC

  • SHW
  • CTAS
  • BAR
  • WMT
  • AXP
  • ABT
  • MSFT
Brendel Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 101
Filing on Apr 24, 2025 Q1 2025

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • ABBV
  • FAST
  • DKS
  • IGLB
  • DOX
Carolina Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 284
Filing on May 11, 2023 Q1 2023

Clear Perspectives Financial Planning, LLC

  • PG
  • VYM
  • RSP
  • VTV
  • VOO
  • SGOV
  • VIG
Clear Perspectives Financial Planning, LLC's Q1 2023 Portfolio
Portfolio Value 178 Million
Stocks 197
Filing on Apr 10, 2025 Q1 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • HMOP
  • BNDX
  • SCHD
  • IDV
  • DGRO
Johnson & White Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 98
Filing on Apr 02, 2025 Q1 2025

Franchise Capital LTD

  • PDD
  • NVDA
  • META
  • TSM
  • LKNCY
  • TSLA
  • DUOL
Franchise Capital LTD's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 20
Filing on May 13, 2025 Q1 2025

University Of Massachusetts Foundation, Inc.

  • VTI
  • IVV
  • IEMG
  • IEFA
University Of Massachusetts Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 4
Filing on Jul 11, 2025 Q2 2025

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • IVV
  • VEA
  • XLV
  • SUSA
  • SCHM
Hilltop Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 51
Filing on May 13, 2025 Q1 2025

Nierenberg Investment Management Company, Inc.

  • COOP
  • EQT
  • PBPB
  • CTLP
  • CRTO
  • RVSB
  • ADTN
Nierenberg Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 57
Filing on Apr 17, 2025 Q1 2025

Pflug Koory, LLC

  • AAPL
  • BRK-B
  • VMC
  • MSFT
  • CAT
  • AMAT
  • HON
Pflug Koory, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 394
Filing on Apr 22, 2025 Q1 2025

Westhampton Capital, LLC

  • AAPL
  • ETN
  • WM
  • AVGO
  • PG
  • PH
  • CMI
Westhampton Capital, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 114
Filing on May 15, 2025 Q1 2025

Masterton Capital Management, LP

  • ESS
  • PFGC
  • PLD
  • ROST
  • DKS
  • NNN
  • LPX
Masterton Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 21
Filing on Apr 28, 2025 Q1 2025

Castle Wealth Management LLC

  • AVDE
  • PUTW
  • SCHX
  • SMIG
  • AAPL
  • IAUM
  • PVAL
Castle Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 126
Filing on Jul 07, 2025 Q2 2025

Hoertkorn Richard Charles

  • MSFT
  • AAPL
  • JPM
  • KMI
  • BAC
  • GOOGL
  • PG
Hoertkorn Richard Charles's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 81
Filing on Apr 17, 2025 Q1 2025

Solstein Capital, LLC

  • SPY
  • AAPL
  • PRU
  • IDEV
  • IVV
  • MSFT
  • OUNZ
Solstein Capital, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 325
Filing on May 13, 2025 Q1 2025

Mark Sheptoff Financial Planning, LLC

  • MSFT
  • NEE
  • UNH
  • AAPL
  • PEP
  • VEEV
  • PLTR
Mark Sheptoff Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 445