Largest Portfolios by Value

Filing on May 05, 2025 Q1 2025

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • SPTS
  • TIPX
  • BOND
Treasure Coast Financial Planning's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 40
Filing on May 13, 2025 Q1 2025

Scep Management LTD

  • BABA
  • TAL
  • MNSO
  • TCOM
  • VNET
  • QFIN
  • API
Scep Management LTD's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 13
Filing on Apr 22, 2025 Q1 2025

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • BLV
  • VCLT
  • DLN
  • IGIB
H&H Retirement Design & Management Inc's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 76
Filing on Apr 14, 2025 Q1 2025

Baron Financial Group, LLC

  • SPY
  • IWM
  • VTIP
  • QQQ
  • GLD
  • EFA
  • CWB
Baron Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 47
Filing on Apr 22, 2025 Q1 2025

Guardian Financial Partners, LLC

  • VOO
  • BRK-A
  • SCHF
  • SCHX
  • VYMI
  • SCHD
  • VYM
Guardian Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 56
Filing on Apr 11, 2025 Q1 2025

Epiq Partners, LLC

  • IWV
  • IWF
  • JBBB
  • HRL
  • AGG
  • HBAN
  • ORCC
Epiq Partners, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 75
Filing on May 14, 2025 Q1 2025

Capital Wealth Alliance, LLC

  • PSLV
  • PHYS
  • MSTR
  • BIL
  • TFLO
  • BRK-B
  • SHV
Capital Wealth Alliance, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 72
Filing on Apr 22, 2025 Q1 2025

Shariaportfolio, Inc.

  • SPUS
  • SPSK
  • TSLA
  • MSTR
  • SPRE
  • NVDA
  • CLSK
Shariaportfolio, Inc.'s Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 26
Filing on Apr 15, 2025 Q1 2025

Banc First Trust & Investment Management

  • BANF
  • BND
  • VBR
  • VOO
  • BSV
  • VTI
  • VEA
Banc First Trust & Investment Management's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 52
Filing on Apr 08, 2025 Q1 2025

Aurora Investment Managers, Llc.

  • BIL
  • BABA
  • MDB
  • JD
  • AAPL
  • MSFT
  • QQQ
Aurora Investment Managers, Llc.'s Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 43
Filing on Feb 20, 2025 Q4 2024

Amiral Gestion

  • GOOGL
  • META
  • PYPL
  • ADBE
  • PEP
  • KO
  • PDD
Amiral Gestion's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 30
Filing on Apr 25, 2025 Q1 2025

Hutchens & Kramer Investment Management Group, LLC

  • DFAC
  • DFIC
  • LLY
  • AVUS
  • DFCF
  • VOO
  • BOND
Hutchens & Kramer Investment Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 159
Filing on May 13, 2025 Q1 2025

Camelot Portfolios, LLC

  • SPY
  • MINT
  • JAAA
  • BRK-B
  • AMZN
  • VEU
  • GOOGL
Camelot Portfolios, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 208
Filing on May 13, 2025 Q1 2025

W Advisors, LLC

  • IVW
  • AAPL
  • IVV
  • OEF
  • MRK
  • SUSL
  • MSFT
W Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 206
Filing on Jan 09, 2024 Q4 2023

Resource Planning Group

  • AGG
  • BSV
  • VEA
  • VV
  • VB
  • VOO
  • EMXC
Resource Planning Group's Q4 2023 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on May 06, 2025 Q1 2025

Birchcreek Wealth Management, LLC

  • SHY
  • IUSG
  • IUSV
  • BILS
  • IEFA
  • RSP
  • AAPL
Birchcreek Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 115
Filing on Mar 10, 2025 Q4 2024

Capstone Triton Financial Group, LLC

  • AAPL
  • AMZN
  • NVDA
  • WMT
  • MSFT
  • GOOG
  • VNLA
Capstone Triton Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 107
Filing on May 13, 2025 Q1 2025

Maripau Wealth Management LLC

  • PSFF
  • SPLG
  • VEA
  • ACIO
  • BKAG
  • DRSK
  • IVV
Maripau Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 134