Largest Portfolios by Value

Filing on May 08, 2025 Q1 2025

Signature Wealth Management Partners, LLC

  • IVE
  • JEPI
  • JAAA
  • AAPL
  • IVW
  • IYW
  • AME
Signature Wealth Management Partners, LLC's Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 103
Filing on May 13, 2025 Q1 2025

Asb Consultores, LLC

  • VUG
  • SPY
  • SPHQ
  • QUAL
  • XLF
  • MLPX
  • VHT
Asb Consultores, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 120
Filing on May 13, 2025 Q1 2025

Carroll Investors, Inc

  • PLTR
  • AAPL
  • NVDA
  • TSLA
  • CMG
  • MSFT
  • PANW
Carroll Investors, Inc's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 29
Filing on May 14, 2025 Q1 2025

Lakehouse Capital Pty LTD

  • MELI
  • AMZN
  • SE
  • GOOG
  • V
  • WIX
  • SCHW
Lakehouse Capital Pty LTD's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 13
Filing on Apr 16, 2025 Q1 2025

Kennicott Capital Management LLC

  • QQQ
  • VV
  • SPY
  • VUG
  • XLK
  • QQQM
  • XLV
Kennicott Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 42
Filing on May 08, 2025 Q1 2025

Catterton Management Company, L.L.C.

  • DESP
Catterton Management Company, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 4
Filing on May 01, 2025 Q1 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • DIS
  • T
  • AAPL
  • BABA
V2 Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 84
Filing on Apr 10, 2025 Q1 2025

Salvus Wealth Management, LLC

  • BRK-B
  • PGR
  • GOOG
  • SCHW
  • AAPL
  • AXP
  • TPX
Salvus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 121
Filing on May 02, 2025 Q1 2025

Trust Investment Advisors

  • LLY
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • TSM
  • IBM
Trust Investment Advisors's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 118
Filing on May 15, 2025 Q1 2025

Godshalk Welsh Capital Management, Inc.

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • INTU
  • ORCL
  • GMED
Godshalk Welsh Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 121
Filing on May 12, 2025 Q1 2025

Covestor LTD

  • NVDA
  • VEA
  • VTI
  • AAPL
  • MSFT
  • VWO
  • JOE
Covestor LTD's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 2893
Filing on Apr 22, 2025 Q1 2025

Fsc Wealth Advisors, LLC

  • SPY
  • FTSM
  • BIL
  • VGK
  • CWB
  • SPLV
  • MGV
Fsc Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 260
Filing on Apr 25, 2025 Q1 2025

Cmg Global Holdings, LLC

  • FBND
  • BND
  • QQQ
  • AAPL
  • SPY
  • MDY
  • IWM
Cmg Global Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 86
Filing on May 14, 2025 Q1 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Knoll Capital Management, LLC

  • ALDX
  • BHVN
  • ENTX
  • GLD
  • MGTX
  • AEM
  • ALT
Knoll Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 36
Filing on May 06, 2025 Q1 2025

First National Bank Of Hutchinson

  • IVV
  • XLK
  • AAPL
  • IJH
  • IJR
  • MSFT
  • NVDA
First National Bank Of Hutchinson's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 166
Filing on May 14, 2025 Q1 2025

Coco Enterprises, LLC

  • HDV
  • VYM
  • GLDM
  • IEFA
  • FLOT
  • GDX
  • IWP
Coco Enterprises, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 46
Filing on Apr 29, 2025 Q1 2025

Columbia River Financial Group, LLC

  • HDV
  • DWX
  • SPAB
  • VXF
  • BSV
  • VUG
  • SPLG
Columbia River Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 124