Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Ferguson Shapiro LLC

  • PTLC
  • QDEC
  • QJUN
  • CLOI
  • QSPT
  • MOAT
  • GLIN
Ferguson Shapiro LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 67
Filing on May 09, 2025 Q1 2025

Investidor Profissional Gestao De Recursos Ltda.

  • QQQ
  • SPY
  • MSFT
  • TDG
  • META
  • V
  • MA
Investidor Profissional Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 27
Filing on Apr 25, 2025 Q1 2025

Von Berge Wealth Management Group, LLC

  • VO
  • MGV
  • MGK
  • VB
  • VTV
  • FNDF
  • VEA
Von Berge Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 63
Filing on May 12, 2025 Q1 2025

Tranquilli Financial Advisor LLC

  • SPYG
  • BSV
  • DFAX
  • VFH
  • VOX
  • VPU
  • SPYV
Tranquilli Financial Advisor LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 107
Filing on May 15, 2025 Q1 2025

Meritech Capital Associates V L.L.C.

  • DDOG
  • RBLX
Meritech Capital Associates V L.L.C.'s Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 2
Filing on May 02, 2025 Q1 2025

Guardian Wealth Advisors, LLC

  • SPY
  • VEA
  • IWM
  • IJH
  • QQQ
  • SPYV
  • SPYG
Guardian Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 73
Filing on Apr 22, 2025 Q1 2025

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • DFCF
  • DGRW
  • VEA
  • GLDM
  • XLC
Continuum Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 56
Filing on May 14, 2025 Q1 2025

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 5
Filing on May 15, 2025 Q1 2025

Arthedge Capital Management, LLC

  • CRWD
  • AMZN
  • INTC
  • SHOP
  • GLBE
  • DUOL
  • SNOW
Arthedge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 13
Filing on May 13, 2025 Q1 2025

Jackson Hill Advisors, LLC

  • AMZN
  • KKR
  • MA
  • SPGI
  • GOOG
  • AZO
  • PHM
Jackson Hill Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 12
Filing on Apr 24, 2025 Q1 2025

Hedges Asset Management LLC

  • GBCI
  • VZ
  • GE
  • BA
  • SHEL
  • LUV
  • GLPI
Hedges Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 108
Filing on Apr 29, 2025 Q1 2025

Core First Bank & Trust

  • CL
  • AAPL
  • AVDV
  • VEA
  • IVLU
  • VYM
  • AVUV
Core First Bank & Trust's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 157
Filing on Apr 10, 2025 Q1 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • ANGL
  • SVOL
  • INDA
  • EMB
  • AAPL
Peak Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 72
Filing on May 13, 2025 Q1 2025

17 Capital Partners, LLC

  • META
  • IVW
  • MSFT
  • GOOGL
  • PH
  • IUSV
  • AMP
17 Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 136
Filing on Apr 15, 2025 Q1 2025

Latko Wealth Management, Ltd.

  • IVV
  • DIA
  • QQQM
  • SCHD
  • SPY
  • QQQ
  • IEI
Latko Wealth Management, Ltd.'s Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 27
Filing on Apr 08, 2025 Q1 2025

Founders Capital Management

  • QQQ
  • MSFT
  • AAPL
  • JPM
  • RTX
  • XOM
  • SPYG
Founders Capital Management's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 370
Filing on May 15, 2025 Q1 2025

Kearns & Associates LLC

  • VOO
  • VTI
  • VEA
  • VB
  • SPY
  • VWO
  • AAPL
Kearns & Associates LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

Heronetta Management, L.P.

  • MPLX
  • EPD
  • WMB
  • ET
  • OKE
  • WES
  • ENB
Heronetta Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 24