Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Hall Kathryn A.

  • GPS
  • LEVI
  • T
  • CMCSA
  • LBRDK
  • WBD
  • LBRDA
Hall Kathryn A.'s Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 19
Filing on May 14, 2025 Q1 2025

Aufman Associates Inc

  • VB
  • VOO
  • VEA
  • STX
  • VOT
  • IVV
  • BRK-B
Aufman Associates Inc's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 57
Filing on May 14, 2025 Q1 2025

Evergreen Wealth Solutions, LLC

  • GSLC
  • JEPQ
  • BCI
  • JAAA
  • NVDA
  • AAPL
  • JMST
Evergreen Wealth Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 108
Filing on May 15, 2025 Q1 2025

Cna Financial Corp

  • EPD
  • LNG
  • APO
  • COF
  • ET
  • BERY
  • ELV
Cna Financial Corp's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Wealth Management Strategies, Inc.

  • VUG
  • DFAC
  • VEA
  • DUHP
  • IBTF
  • IBTG
  • IBTH
Wealth Management Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 36
Filing on May 14, 2025 Q1 2025

Alcosta Capital Management, Inc.

  • NVDA
  • AMZN
  • NOW
  • AAPL
  • META
  • MA
  • MSFT
Alcosta Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 26
Filing on May 07, 2025 Q1 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • JEPQ
  • SCHD
  • SPY
  • ACIO
  • DRSK
Second Half Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 82
Filing on Apr 24, 2025 Q1 2025

Laurel Wealth Planning LLC

  • VOO
  • EFIV
  • ESGU
  • IFRA
  • ESGD
  • SPYV
  • MOAT
Laurel Wealth Planning LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 56
Filing on May 14, 2025 Q1 2025

Strategic Financial Planning, Inc.

  • SCHB
  • SCHA
  • SPDW
  • VWO
  • SCHH
  • VSS
  • SCHC
Strategic Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 35
Filing on May 06, 2025 Q1 2025

Innova Wealth Partners

  • SHY
  • IEF
  • GLD
  • AGG
  • XLU
  • XLF
  • XLE
Innova Wealth Partners's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 100
Filing on May 08, 2025 Q1 2025

Tsg Consumer Partners LP

  • BROS
Tsg Consumer Partners LP's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Lrt Capital Management, LLC

  • WH
  • SSD
  • TXN
  • ABG
  • XOM
  • TTC
  • CCI
Lrt Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 81
Filing on Oct 25, 2023 Q3 2023

Wealth Management Solutions, LLC

  • SCHD
  • MTUM
  • SPTM
  • VHT
  • FLTR
  • QUAL
  • SPSM
Wealth Management Solutions, LLC's Q3 2023 Portfolio
Portfolio Value 145 Million
Stocks 82
Filing on May 01, 2025 Q1 2025

Bradley & Co. Private Wealth Management, LLC

  • BRK-B
  • AAPL
  • VTI
  • COST
  • AXP
  • JPM
  • WMT
Bradley & Co. Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 231
Filing on Aug 15, 2022 Q2 2022

Ao Asset Management, LP

  • TMUS
  • PANW
  • TEAM
  • NOW
  • CCI
  • TENB
  • MRVL
Ao Asset Management, LP's Q2 2022 Portfolio
Portfolio Value 145 Million
Stocks 25
Filing on Apr 14, 2025 Q1 2025

Ahl Investment Management, Inc.

  • KO
  • PFFD
  • JPM
  • MSFT
  • AAPL
  • SCHB
  • XOM
Ahl Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 68
Filing on Apr 29, 2025 Q1 2025

Sutton Place Investors LLC

  • DFUS
  • SPLG
  • BRK-A
  • DFAI
  • DFCF
  • DFAC
  • ITOT
Sutton Place Investors LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 106
Filing on May 08, 2025 Q1 2025

Menard Financial Group LLC

  • ZECP
  • NVDA
  • META
  • AMZN
  • MSFT
  • AVGO
  • AAPL
Menard Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 97