Largest Portfolios by Value

Filing on May 07, 2025 Q1 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 3
Filing on Apr 22, 2025 Q1 2025

Brewster Financial Planning LLC

  • IWB
  • EFA
  • BIV
  • BSV
  • IWM
  • ICF
  • EAGG
Brewster Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 25
Filing on Apr 15, 2025 Q1 2025

Sterling Investment Management, LLC

  • BRK-B
  • VMBS
  • GLD
  • BIL
  • BRK-A
  • CNI
  • BSV
Sterling Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 54
Filing on May 06, 2025 Q1 2025

Cadence Wealth Management LLC

  • TLT
  • SLV
  • IEF
  • GLD
  • CEF
  • XLE
  • SCHV
Cadence Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 45
Filing on May 06, 2025 Q1 2025

Guardian Wealth Management, Inc.

  • AZO
  • LLY
  • ABBV
  • APO
  • STRL
  • NNI
  • VRSN
Guardian Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 229
Filing on May 09, 2025 Q1 2025

John & Kathleen Schreiber Foundation

  • BX
  • BXSL
  • BXMT
  • TCHP
John & Kathleen Schreiber Foundation's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 4
Filing on Apr 15, 2025 Q1 2025

Michael S. Ryan, Inc.

  • SPYV
  • VEA
  • SLYV
  • MDYV
  • SPLG
  • SPYG
  • XSOE
Michael S. Ryan, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 45
Filing on Apr 16, 2025 Q1 2025

Sowa Financial Group, Inc.

  • IAU
  • AAPL
  • FBCG
  • PVAL
  • HGER
  • V
  • IYH
Sowa Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 29
Filing on Apr 30, 2025 Q1 2025

Lancaster Investment Management

  • ALV
  • HDB
  • MANU
  • GLRE
  • VFC
Lancaster Investment Management's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 6
Filing on Apr 25, 2025 Q1 2025

Dougherty Wealth Advisers LLC

  • VTV
  • VUG
  • VOE
  • VIOG
  • AAPL
  • VWO
  • IXUS
Dougherty Wealth Advisers LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 110
Filing on May 15, 2025 Q1 2025

Brx Global LP

  • GWRE
  • TDG
  • MCO
  • AMZN
Brx Global LP's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 4
Filing on Apr 22, 2025 Q1 2025

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • VWO
  • VEA
  • MSFT
  • ACWX
Verity Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 72
Filing on May 13, 2025 Q1 2025

Round Hill Asset Management

  • SPGI
  • AMGN
  • CMCSA
  • DIS
  • MRK
  • NDAQ
  • PFE
Round Hill Asset Management's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 62
Filing on Apr 30, 2025 Q1 2025

Forthright Family Wealth Advisory LLC

  • SPLG
  • IVW
  • QUAL
  • SCHZ
  • DFAC
  • EFV
  • EFG
Forthright Family Wealth Advisory LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 55
Filing on May 15, 2025 Q1 2025

Beaumont Capital Management, LLC

  • SPAB
  • VEA
  • XLF
  • VRIG
  • XLU
  • XLRE
  • XLI
Beaumont Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 59
Filing on Apr 09, 2025 Q1 2025

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • SCHD
  • IWY
  • HEFA
  • PG
  • TSPA
Future Financial Wealth Managment LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 448
Filing on Nov 14, 2022 Q3 2022

Stack Line Partners LP

  • APPN
  • PRMW
  • PTC
  • TRN
  • NYT
  • KEX
  • RH
Stack Line Partners LP's Q3 2022 Portfolio
Portfolio Value 134 Million
Stocks 11
Filing on May 09, 2025 Q1 2025

Renasant Bank

  • ACIO
  • VEA
  • OSCV
  • MSFT
  • IVW
  • RSP
  • IVE
Renasant Bank's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 277