Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Apricus Wealth, LLC

  • CVX
  • ABBV
  • AMGN
  • SLB
  • STT
  • BAC
  • TSN
Apricus Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 117
Filing on May 13, 2025 Q1 2025

Pfg Private Wealth Management, LLC

  • IVV
  • SPYG
  • VEA
  • IBDX
  • IBDV
  • IBDW
  • IBDT
Pfg Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 262
Filing on May 13, 2025 Q1 2025

Pring Turner Capital Group Inc

  • SCHM
  • NOBL
  • BAC
  • SCHW
  • ORCL
  • TXN
  • MAA
Pring Turner Capital Group Inc's Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 66
Filing on May 12, 2025 Q1 2025

Delphi Financial Group, Inc.

  • JAAA
  • ET
  • MPLX
  • VTI
  • FXI
  • TSM
  • ASHR
Delphi Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 22
Filing on May 05, 2025 Q1 2025

Resurgent Financial Advisors LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • SPY
  • VIG
  • IWD
Resurgent Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 181
Filing on Jan 06, 2025 Q4 2024

Pensionfund Dsm Netherlands

  • PLD
  • EQIX
  • DLR
  • SPG
  • O
  • PSA
  • WELL
Pensionfund Dsm Netherlands's Q4 2024 Portfolio
Portfolio Value 161 Million
Stocks 69
Filing on Apr 22, 2025 Q1 2025

Innealta Capital, LLC

  • XLF
  • XLK
  • FLJP
  • XLE
  • XLV
  • XLY
  • JCPB
Innealta Capital, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 116
Filing on Apr 22, 2025 Q1 2025

Cassia Capital Partners, LLC

  • USFR
  • USMV
  • GLD
  • JEPI
  • FTSM
  • IVV
  • ACWX
Cassia Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 56
Filing on Apr 25, 2025 Q1 2025

Bck Partners, Inc.

  • VOO
  • VCSH
  • VO
  • IGIB
  • VB
  • SCHF
  • SCHE
Bck Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 25
Filing on May 13, 2025 Q1 2025

Roubaix Capital, LLC

  • PKE
  • GENI
  • ATEX
  • COLD
  • CCCS
  • MIR
  • PACK
Roubaix Capital, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 50
Filing on Apr 10, 2024 Q1 2024

Bromfield Sneider Wealth Advisors

  • VUG
  • SPY
  • VCSH
  • VBK
  • SUB
  • MUB
  • BIV
Bromfield Sneider Wealth Advisors's Q1 2024 Portfolio
Portfolio Value 160 Million
Stocks 104
Filing on Apr 29, 2025 Q1 2025

Vaughan & CO Securities, Inc.

  • HDV
  • GSLC
  • IWF
  • IWO
  • ISCV
  • IEMG
  • IEFA
Vaughan & CO Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 55
Filing on Apr 18, 2025 Q1 2025

Global Trust Asset Management, LLC

  • QQQ
  • AAPL
  • BRK-B
  • SPY
  • MSFT
  • MA
  • V
Global Trust Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 491
Filing on Apr 11, 2025 Q1 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • AAPL
  • SPYG
  • SPY
  • AMZN
  • QQQ
  • MSFT
Oxinas Partners Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 121
Filing on May 12, 2025 Q1 2025

Knott David M Jr

  • APO
  • JAAA
  • GOOG
  • DCGO
  • PFE
  • XERS
  • VRNA
Knott David M Jr's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 88
Filing on May 14, 2025 Q1 2025

Resolute Capital Asset Partners LLC

  • ASND
  • AER
  • LNTH
  • AMZN
  • BA
  • BABA
  • PAR
Resolute Capital Asset Partners LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 41
Filing on Jan 31, 2023 Q4 2022

Bickling Financial Services, Inc.

  • RSP
  • FVD
  • COWZ
  • BRK-B
  • FV
  • DON
  • AAPL
Bickling Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 159 Million
Stocks 119
Filing on Apr 30, 2025 Q1 2025

Pelham Capital Ltd.

  • HLT
  • GE
  • TSM
  • TSM
  • ORLY
  • AMZN
  • PEP
Pelham Capital Ltd.'s Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 15