Largest Portfolios by Value

Filing on Apr 28, 2025 Q1 2025

Simpli Fi, Inc.

  • SPY
  • QEFA
  • AGGY
  • BOND
  • IWM
  • SPSB
  • DSTL
Simpli Fi, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 41
Filing on May 05, 2025 Q1 2025

Wealth Quarterback LLC

  • IVV
  • QUAL
  • DIA
  • AAPL
  • DVY
  • FSMO
  • MSFT
Wealth Quarterback LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 124
Filing on May 02, 2025 Q1 2025

Dravo Bay LLC

  • SCHV
  • SCHG
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 46
Filing on Apr 22, 2025 Q1 2025

Norway Savings Bank

  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • AMZN
  • NVDA
  • PANW
Norway Savings Bank's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 183
Filing on May 07, 2025 Q1 2025

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • XLF
  • IEF
  • XLP
  • VWO
Ameraudi Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 81
Filing on Apr 23, 2025 Q1 2025

Econ Financial Services Corp

  • JCPB
  • IJR
  • IJH
  • XLE
  • IEFA
  • BNDX
  • SCHD
Econ Financial Services Corp's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 78
Filing on Apr 11, 2025 Q1 2025

Harrington Investments, Inc

  • AAPL
  • MSFT
  • NFLX
  • MMC
  • GOOGL
  • AMZN
  • COST
Harrington Investments, Inc's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 82
Filing on May 09, 2025 Q1 2025

Hengistbury Investment Partners LLP

  • V
  • IBKR
  • EXPE
  • BKNG
  • HRI
Hengistbury Investment Partners LLP's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 5
Filing on May 12, 2025 Q1 2025

Guinness Atkinson Asset Management Inc

  • MA
  • V
  • TSM
  • ICE
  • APH
  • NFLX
  • AME
Guinness Atkinson Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 85
Filing on May 12, 2025 Q1 2025

Ovata Capital Management LTD

  • HDB
  • TSM
  • INFY
  • ASX
  • BABA
  • WIT
  • RIO
Ovata Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 39
Filing on May 02, 2025 Q1 2025

Cvs Health Corp

  • SPY
  • PRU
  • HCAT
Cvs Health Corp's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Marathon Trading Investment Management LLC

  • NVDA
  • BABA
  • BAC
  • GME
  • SPY
  • WFC
  • INTC
Marathon Trading Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 465
Filing on Apr 16, 2025 Q1 2025

Donald L. Hagan, LLC

  • SSUS
  • SSXU
  • UPS
  • SSFI
  • BIL
  • SPLG
  • XLK
Donald L. Hagan, LLC's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 92
Filing on Apr 22, 2025 Q1 2025

Masso Torrence Wealth Management Inc.

  • NVDA
  • AAPL
  • XMHQ
  • DIVB
  • JEPI
  • QQQ
  • DGRW
Masso Torrence Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 99
Filing on Apr 28, 2025 Q1 2025

Cohen Investment Advisors LLC

  • AAPL
  • LLY
  • MSFT
  • AMZN
  • META
  • JPM
  • V
Cohen Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 78
Filing on May 13, 2025 Q1 2025

Legal Advantage Investments, Inc.

  • TDG
  • VSEC
  • DIS
  • FISV
  • AMZN
  • ESLT
  • MSFT
Legal Advantage Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 96
Filing on Oct 24, 2023 Q3 2023

Claybrook Capital, LLC

  • SPY
  • QQQ
  • NRK
  • MO
  • NAN
  • BRK-B
  • AMZN
Claybrook Capital, LLC's Q3 2023 Portfolio
Portfolio Value 172 Million
Stocks 138
Filing on Apr 17, 2025 Q1 2025

Rhs Financial, LLC

  • FNDX
  • FNDE
  • SCHB
  • VTI
  • FNDF
  • VEA
  • IVLU
Rhs Financial, LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 127