Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • IJR
  • IEFA
  • UPS
  • IWP
  • FTEC
Southern Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 78
Filing on Apr 25, 2025 Q1 2025

Iron Financial, LLC

  • CME
  • AAPL
  • HTRB
  • ISTB
  • VTI
  • SPTM
  • SPY
Iron Financial, LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 113
Filing on Apr 03, 2025 Q1 2025

First Citizens Financial Corp

  • IYW
  • EFA
  • IYF
  • IYH
  • IJK
  • BRK-B
  • IJJ
First Citizens Financial Corp's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 123
Filing on May 05, 2025 Q1 2025

Mader & Shannon Wealth Management, Inc.

  • GLD
  • IAU
  • SGOV
  • SHYG
  • GDX
  • SHV
  • UNH
Mader & Shannon Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 21
Filing on May 08, 2025 Q1 2025

Lindenwold Advisors

  • VXUS
  • MUB
  • AAPL
  • MSFT
  • MBB
  • KORP
  • CORP
Lindenwold Advisors's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 108
Filing on Apr 22, 2025 Q1 2025

Verde Servicos Internacionais S.A.

  • TJX
  • WFC
  • CCEP
  • HWM
  • GFL
  • BA
  • NKE
Verde Servicos Internacionais S.A.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 34
Filing on May 14, 2025 Q1 2025

Brooks, Moore & Associates, Inc.

  • MSFT
  • JPM
  • KO
  • ABBV
  • JNJ
  • VOO
  • XOM
Brooks, Moore & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 102
Filing on Jun 03, 2024 Q1 2024

Kopp Le Roy C

  • VEA
  • IWM
  • VCEL
  • VWO
  • FIVN
  • NEO
  • TEAM
Kopp Le Roy C's Q1 2024 Portfolio
Portfolio Value 175 Million
Stocks 21
Filing on May 09, 2025 Q1 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • AAPL
  • MSFT
  • AMRN
  • NVDA
Lcm Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 98
Filing on May 02, 2025 Q1 2025

Patrick Mauro Investment Advisor, Inc.

  • CME
  • WSO
  • IXUS
  • VZ
  • PFE
  • MSFT
  • LMT
Patrick Mauro Investment Advisor, Inc.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 42
Filing on May 08, 2025 Q1 2025

Cincinnati Casualty CO

  • MSFT
  • ADP
  • DOV
  • CMI
  • ENB
  • JPM
  • HON
Cincinnati Casualty CO's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 24
Filing on Oct 31, 2024 Q3 2024

Aspire Wealth Management Corp

  • XMMO
  • IWY
  • FNDF
  • COWZ
  • FNDX
  • MOAT
  • XSVM
Aspire Wealth Management Corp's Q3 2024 Portfolio
Portfolio Value 174 Million
Stocks 196
Filing on Oct 27, 2023 Q3 2023

Briggs Advisory Group, Inc.

  • IVV
  • ITOT
  • SLYV
  • IDEV
  • IWM
  • IEMG
  • DFAX
Briggs Advisory Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 174 Million
Stocks 60
Filing on Apr 28, 2025 Q1 2025

Sitrin Capital Management LLC

  • AAPL
  • V
  • AIG
  • WM
  • NVDA
  • SPY
  • JPM
Sitrin Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 41
Filing on May 06, 2025 Q1 2025

Loudon Investment Management, LLC

  • MSFT
  • EPD
  • G
  • XLK
  • FAST
  • QCOM
  • SPY
Loudon Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 96
Filing on May 15, 2025 Q1 2025

Ironwood Investment Management LLC

  • VTI
  • EFA
  • IWM
  • GPI
  • SHV
  • IWV
  • BBSI
Ironwood Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 163
Filing on Apr 24, 2025 Q1 2025

Colonial River Wealth Management, LLC

  • AAPL
  • NVDA
  • RWL
  • MSFT
  • CGGR
  • AMZN
  • SPMO
Colonial River Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 202
Filing on Apr 23, 2025 Q1 2025

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IEMG
Koesten, Hirschmann & Crabtree, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 235