Largest Portfolios by Value

Filing on Feb 06, 2023 Q4 2022

Red Cedar Capital, LLC

  • AZO
  • BOC
  • CPRT
  • BRK-B
  • ROST
  • KO
  • WAT
Red Cedar Capital, LLC's Q4 2022 Portfolio
Portfolio Value 158 Million
Stocks 191
Filing on Apr 15, 2025 Q1 2025

Foresight Capital Management Advisors, Inc.

  • SPY
  • IRM
  • IBM
  • ARCC
  • JEPQ
  • QQQ
  • NVDA
Foresight Capital Management Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 87
Filing on May 15, 2025 Q1 2025

Ecp Control Co, LLC

  • PCG
  • SHEN
  • CLNE
Ecp Control Co, LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 3
Filing on May 02, 2025 Q1 2025

Richmond Brothers, Inc.

  • BSV
  • BIV
  • VTIP
  • QQQ
  • BIL
  • VFH
  • VPU
Richmond Brothers, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 47
Filing on Apr 11, 2025 Q1 2025

First Affirmative Financial Network

  • VGIT
  • SPTS
  • AAPL
  • NVDA
  • MSFT
  • DSI
  • GOOGL
First Affirmative Financial Network's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 269
Filing on Apr 15, 2025 Q1 2025

Virginia Wealth Management Group, Inc.

  • BRK-A
  • JPM
  • KMI
  • CB
  • DRI
  • MAA
  • SO
Virginia Wealth Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 48
Filing on Apr 22, 2025 Q1 2025

Icapital Wealth LLC

  • MSFT
  • NVDA
  • MOAT
  • CRWD
  • TDIV
  • AMZN
  • AXON
Icapital Wealth LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 120
Filing on Apr 30, 2025 Q1 2025

Ade, LLC

  • VOO
  • IVV
  • BNDX
  • VEA
  • MUB
  • VXUS
  • QUAL
Ade, LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 76
Filing on May 15, 2025 Q1 2025

Lagoda Investment Management, L.P.

  • TPL
  • NTRA
  • TRUP
  • DMRC
  • PTC
  • GOOG
  • XPO
Lagoda Investment Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 33
Filing on Aug 09, 2022 Q2 2022

Hancock Whitney Investment Services Inc.

  • AGG
  • IVW
  • IVE
  • EFA
  • IVV
  • IGSB
  • BKLN
Hancock Whitney Investment Services Inc.'s Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 55
Filing on May 14, 2025 Q1 2025

Cunning Capital Partners, LP

  • NVDA
  • APP
  • META
  • MS
  • IBM
  • KLAC
  • GOOG
Cunning Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 54
Filing on Feb 28, 2023 Q4 2022

Bennicas & Associates, Inc.

  • PG
  • STPZ
  • NEM
  • ABBV
  • CEF
  • FNV
  • AEM
Bennicas & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 157 Million
Stocks 99
Filing on Jul 06, 2023 Q2 2023

Piershale Financial Group, Inc.

  • BIL
  • SCHX
  • DIA
  • QQQ
  • SCHG
  • SCHV
  • EFA
Piershale Financial Group, Inc.'s Q2 2023 Portfolio
Portfolio Value 157 Million
Stocks 269
Filing on May 14, 2025 Q1 2025

Crestview Partners Iii Gp, L.P.

  • WOW
  • PFHC
Crestview Partners Iii Gp, L.P.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 3
Filing on May 01, 2025 Q1 2025

University Of Maryland Foundation, Inc.

  • VTI
  • ITOT
  • VBR
  • VPL
  • IEMG
  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 8
Filing on Apr 01, 2025 Q1 2025

Lbj Family Wealth Advisors, Ltd.

  • IWF
  • IWD
  • IWP
  • IWS
  • IWN
  • WIP
  • IWO
Lbj Family Wealth Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 28
Filing on Jul 12, 2022 Q2 2022

Exane Derivatives

  • SPY
  • MSFT
  • MRK
  • CCJ
  • PICK
  • MCHI
  • KO
Exane Derivatives's Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 758
Filing on May 14, 2025 Q1 2025

Cape Ann Savings Bank

  • EFA
  • IJH
  • IVV
  • IAU
  • VGSH
  • AAPL
  • MSFT
Cape Ann Savings Bank's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 92