Largest Portfolios by Value

Filing on Apr 10, 2025 Q1 2025

Gainplan LLC

  • SPY
  • VOO
  • ARKK
  • VV
  • KWEB
  • VO
  • SPEM
Gainplan LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 47
Filing on May 13, 2025 Q1 2025

Clear Street Markets LLC

  • AAPL
  • QQQ
  • MO
  • CME
  • SPY
  • DIA
  • MT
Clear Street Markets LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 764
Filing on Apr 21, 2025 Q1 2025

Mgo Private Wealth, LLC

  • VOO
  • BND
  • AGG
  • VGK
  • SPY
  • VPL
  • IEF
Mgo Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 55
Filing on Apr 15, 2025 Q1 2025

Edge Rock Capital LLC

  • UCON
  • QQQM
  • QUAL
  • FTLS
  • ACIO
  • JIRE
  • FTSM
Edge Rock Capital LLC's Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 68
Filing on Apr 14, 2025 Q1 2025

One Plus One Wealth Management, LLC

  • SGDJ
  • SPDN
  • VGLT
  • COWZ
  • QVAL
  • ACIO
  • XES
One Plus One Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 90
Filing on May 14, 2025 Q1 2025

Equitec Proprietary Markets, LLC

  • SPY
  • ITCI
  • PARA
  • X
  • PARA
  • X
  • K
Equitec Proprietary Markets, LLC's Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 66
Filing on Apr 16, 2025 Q1 2025

Palouse Capital Management, Inc.

  • BIL
  • BKR
  • TSN
  • NEM
  • MSFT
  • HBAN
  • NTAP
Palouse Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 136
Filing on Apr 02, 2025 Q1 2025

Lederer & Associates Investment Counsel

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • V
  • META
Lederer & Associates Investment Counsel's Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 81
Filing on Apr 25, 2025 Q1 2025

Tevis Investment Management

  • BRK-B
  • GBIL
  • CCEP
  • AAPL
  • INVH
  • UL
  • AEM
Tevis Investment Management's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 96
Filing on Apr 23, 2025 Q1 2025

Apeiron Capital LTD

  • ONON
  • NVDA
  • QFIN
  • TSLA
  • AMZN
  • NTES
  • GOOGL
Apeiron Capital LTD's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 11
Filing on May 15, 2025 Q1 2025

Orchard Capital Managment, LLC

  • TBBK
  • ENVA
  • CASH
  • CRTO
  • FIP
  • GLRE
  • AX
Orchard Capital Managment, LLC's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 40
Filing on May 14, 2025 Q1 2025

Islay Capital Management, LLC

  • SCHD
  • AVUV
  • SCHB
  • SCHO
  • BIL
  • BRK-B
  • CORP
Islay Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 185
Filing on May 01, 2025 Q1 2025

Martin Capital Advisors, LLP

  • AAPL
  • ISRG
  • NVDA
  • QQQ
  • VTI
  • MA
  • COST
Martin Capital Advisors, LLP's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 67
Filing on May 15, 2025 Q1 2025

Aryeh Capital Management Ltd.

  • GPN
  • WTW
  • USFD
  • AER
  • FTDR
  • AON
  • ACHC
Aryeh Capital Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 12
Filing on Oct 25, 2022 Q3 2022

Eidelman Virant Capital

  • LXU
  • AAPL
  • AMZN
  • RDI
  • GOOG
  • CMP
  • BMY
Eidelman Virant Capital's Q3 2022 Portfolio
Portfolio Value 136 Million
Stocks 178
Filing on Feb 03, 2025 Q4 2024

Unionview, LLC

  • MSFT
  • IJH
  • IWF
  • JAVA
  • FVD
  • MDY
  • AAPL
Unionview, LLC's Q4 2024 Portfolio
Portfolio Value 136 Million
Stocks 91
Filing on Apr 13, 2023 Q1 2023

Transparent Wealth Partners LLC

  • VIG
  • SCHG
  • RSP
  • IJR
  • BSCO
  • VO
  • MGV
Transparent Wealth Partners LLC's Q1 2023 Portfolio
Portfolio Value 136 Million
Stocks 32
Filing on May 02, 2025 Q1 2025

Woodward Diversified Capital, LLC

  • RS
  • AAPL
  • XOM
  • WFC
  • NVDA
  • CVX
  • AMZN
Woodward Diversified Capital, LLC's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 136