Largest Portfolios by Value

Filing on Jul 21, 2025 Q2 2025

Successful Portfolios LLC

  • NVDA
  • SPY
  • IVV
  • MSFT
  • VTI
  • BSV
  • WMT
Successful Portfolios LLC's Q2 2025 Portfolio
Portfolio Value 162 Million
Stocks 169
Filing on Jul 22, 2025 Q2 2025

Peoples Bank

  • PEBO
  • IVV
  • IVW
  • IJH
  • SPY
  • VGIT
  • IVE
Peoples Bank 's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 142
Filing on Jul 14, 2025 Q2 2025

Salvus Wealth Management, LLC

  • BRK-B
  • SCHW
  • PGR
  • BKNG
  • AXP
  • ASTS
  • THO
Salvus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 126
Filing on Jul 08, 2025 Q2 2025

Ballew Advisors, Inc

  • IVV
  • CGGR
  • TOTL
  • GDXJ
  • IJR
  • AJG
  • IEF
Ballew Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 112
Filing on Aug 13, 2025 Q2 2025

Jacobs Asset Management, LLC

  • SII
  • BPOP
  • FCNCA
  • QNST
  • ALL
  • CCB
  • QCRH
Jacobs Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 29
Filing on Aug 12, 2025 Q2 2025

Tsg Consumer Partners LP

  • BROS
Tsg Consumer Partners LP's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 1
Filing on Aug 18, 2025 Q2 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • AAPL
  • UNH
  • AMZN
  • BABA
V2 Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 85
Filing on Aug 14, 2025 Q2 2025

Evergreen Wealth Solutions, LLC

  • GSLC
  • JEPQ
  • NVDA
  • BCI
  • AAPL
  • JAAA
  • JMST
Evergreen Wealth Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 117
Filing on Jul 21, 2025 Q2 2025

Tilia Fiduciary Partners, Inc.

  • AAPL
  • MSFT
  • VIGI
  • BRK-B
  • V
  • GOOGL
  • MCK
Tilia Fiduciary Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 115
Filing on Apr 10, 2024 Q1 2024

Bromfield Sneider Wealth Advisors

  • VUG
  • SPY
  • VCSH
  • VBK
  • SUB
  • MUB
  • BIV
Bromfield Sneider Wealth Advisors's Q1 2024 Portfolio
Portfolio Value 160 Million
Stocks 104
Filing on Jul 31, 2025 Q2 2025

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • VOO
  • Z
  • PAYC
  • OMCL
Avory & Company, LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 31
Filing on Jul 21, 2025 Q2 2025

Cromwell Holdings LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Cromwell Holdings LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 1321
Filing on Aug 15, 2025 Q2 2025

Northern Right Capital Management, L.P.

  • NWSA
  • APO
  • IAC
  • ARES
  • TRU
  • NRZ
  • GEG
Northern Right Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 24
Filing on Jul 17, 2025 Q2 2025

Walker Asset Management, LLC

  • JKHY
  • ORLY
  • WMT
  • MSFT
  • NVDA
  • AAPL
  • TMFC
Walker Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 142
Filing on Jul 31, 2025 Q2 2025

Twin Lakes Capital Management, LLC

  • AAPL
  • STX
  • GILD
  • SCHW
  • NVDA
  • CPRI
  • NOW
Twin Lakes Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 223
Filing on Jan 31, 2023 Q4 2022

Bickling Financial Services, Inc.

  • RSP
  • FVD
  • COWZ
  • BRK-B
  • FV
  • DON
  • AAPL
Bickling Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 159 Million
Stocks 119
Filing on Jul 22, 2025 Q2 2025

Sutton Place Investors LLC

  • DFUS
  • DFAI
  • DFAC
  • DFCF
  • SPLG
  • BRK-A
  • ITOT
Sutton Place Investors LLC's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 118
Filing on Aug 14, 2025 Q2 2025

Cpv Partners, LLC

  • LAUR
  • HTZ
  • MQ
Cpv Partners, LLC's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 4