Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Royal Capital Wealth Management, LLC

  • SPY
  • MA
  • BRK-B
  • MSFT
  • V
  • NVDA
  • JPM
Royal Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 88
Filing on Apr 09, 2025 Q1 2025

Ervin Investment Management, LLC

  • BRK-B
  • MSFT
  • AAPL
  • L
  • GOOGL
  • SPTM
  • MKL
Ervin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 38
Filing on Apr 22, 2025 Q1 2025

Fort Henry Capital, LLC

  • IVV
  • AGG
  • BSV
  • IJR
  • VNQ
  • DFAI
  • DFAE
Fort Henry Capital, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 14
Filing on May 14, 2025 Q1 2025

Toronado Partners, LLC

  • FN
  • PI
  • SITM
  • TWLO
  • TRIP
  • EVER
  • ESTC
Toronado Partners, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Kopp Family Office, LLC

  • VEA
  • VWO
  • AGG
  • FIVN
  • WK
  • VCEL
  • NEO
Kopp Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 28
Filing on May 15, 2025 Q1 2025

Alex Roepers

Atlantic Investment Management, Inc.
  • WFRD
  • GTLS
  • OSK
  • EMN
  • DAR
  • ASH
  • TEX
Alex Roepers's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 9
Filing on May 14, 2025 Q1 2025

Opus Investment Management Inc

  • VTI
  • ABBV
  • WMT
  • AAPL
  • PEG
  • XEL
  • NEE
Opus Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 30
Filing on May 13, 2025 Q1 2025

Lwm Advisory Services, LLC

  • SPY
  • GLDM
  • EELV
  • RSP
  • COWZ
  • PAVE
  • JMUB
Lwm Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 96
Filing on May 09, 2025 Q1 2025

River Glades Family Offices LLC

  • IVV
  • IJH
  • VEA
  • VWO
  • FLRN
  • IAU
  • XLK
River Glades Family Offices LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 82
Filing on May 07, 2025 Q1 2025

Pinnacle West Asset Management, Inc.

  • MSFT
  • AAPL
  • UNH
  • AMZN
  • JPM
  • LLY
  • META
Pinnacle West Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 112
Filing on May 02, 2025 Q1 2025

Carson Advisory Inc.

  • BRK-B
  • CGGO
  • SO
  • AAPL
  • D
  • DUK
  • EIX
Carson Advisory Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 164
Filing on Apr 17, 2025 Q1 2025

Newport Capital Group, LLC

  • AJG
  • IWF
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 59
Filing on May 09, 2025 Q1 2025

Warburton Capital Management, LLC

  • DFAC
  • DFAX
  • DUHP
  • PLTR
  • WMB
  • SPY
  • DFAR
Warburton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 49
Filing on Apr 15, 2025 Q1 2025

Summer Haven Investment Management, LLC

  • MD
  • CCB
  • BUSE
  • DXPE
  • HNRG
  • ATSG
  • BBW
Summer Haven Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 195
Filing on May 05, 2025 Q1 2025

Beckerman Institutional, LLC

  • BRK-B
  • DBND
  • IDEV
  • LDUR
  • DFAI
  • GLDM
  • DFAC
Beckerman Institutional, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 102
Filing on Jul 15, 2022 Q2 2022

Cordasco Financial Network

  • IWB
  • IWM
  • PLD
  • LMT
  • AAPL
  • MCHP
  • TFC
Cordasco Financial Network's Q2 2022 Portfolio
Portfolio Value 138 Million
Stocks 604
Filing on May 13, 2025 Q1 2025

Comprehensive Wealth Management, LLC

  • EMLP
  • PFXF
  • SPTI
  • LGOV
  • XLK
  • HSCZ
  • IAGG
Comprehensive Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 33
Filing on May 14, 2025 Q1 2025

Wishbone Management, LP

  • AVT
  • CPA
  • LSPD
Wishbone Management, LP's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 4