Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Live Oak Investment Partners

  • VNLA
  • VEA
  • PGX
  • SRLN
  • FTLS
  • XMHQ
  • QAI
Live Oak Investment Partners's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 86
Filing on Apr 16, 2025 Q1 2025

Albert D Mason Inc

  • GOOG
  • SNA
  • NVS
  • ADP
  • META
  • CMI
  • KLAC
Albert D Mason Inc's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 144
Filing on Apr 23, 2025 Q1 2025

Mount Vernon Associates Inc

  • AAPL
  • COST
  • MSFT
  • AMZN
  • META
  • GOOG
  • JPM
Mount Vernon Associates Inc 's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 52
Filing on Apr 22, 2025 Q1 2025

Refined Wealth Management

  • BNDX
  • VSGX
  • QQQ
  • VTV
  • OSTK
  • COIN
  • SRLN
Refined Wealth Management's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 27
Filing on Apr 10, 2025 Q1 2025

Ifs Advisors, LLC

  • IVV
  • SGOV
  • DGRO
  • VGT
  • IJH
  • SCHA
  • IJR
Ifs Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 199
Filing on May 15, 2025 Q1 2025

Sender CO & Partners, Inc.

  • BA
  • AMZN
  • TTD
  • ASTS
  • GOOGL
  • ASML
  • NKE
Sender CO & Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 73
Filing on Nov 09, 2022 Q3 2022

Fure Financial Corp

  • SH
  • BIL
  • SCHD
  • VTV
  • STIP
  • VIG
  • SPYV
Fure Financial Corp's Q3 2022 Portfolio
Portfolio Value 122 Million
Stocks 34
Filing on Apr 15, 2025 Q1 2025

Paladin Advisory Group, LLC

  • IWF
  • IEFA
  • JPST
  • NOBL
  • AAPL
  • SCHD
  • AVLV
Paladin Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 229
Filing on May 15, 2025 Q1 2025

Pender Fund Capital Management Ltd.

  • PPLT
  • SANG
  • PAR
  • BUR
  • WIW
  • FET
  • Z
Pender Fund Capital Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 142
Filing on May 15, 2025 Q1 2025

Arch Venture Management, LLC

  • BEAM
  • ERAS
  • VERV
  • GOSS
Arch Venture Management, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 9
Filing on May 13, 2025 Q1 2025

Affinity Investment Advisors, LLC

  • MSFT
  • JPM
  • AAPL
  • XOM
  • META
  • BAC
  • UNH
Affinity Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 140
Filing on May 12, 2025 Q1 2025

Community Bank Of Raymore

  • JPM
  • O
  • CAT
  • GATX
  • NRG
  • BAC
  • GBX
Community Bank Of Raymore's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 116
Filing on Jul 17, 2023 Q2 2023

Silverhawk Asset Management, LLC

  • IVV
  • QEFA
  • WLDR
  • VCSH
  • VTIP
  • ESGS
  • SPY
Silverhawk Asset Management, LLC's Q2 2023 Portfolio
Portfolio Value 122 Million
Stocks 33
Filing on Apr 30, 2025 Q1 2025

Code Waechter LLC

  • SCHG
  • CALF
  • CGDV
  • COWZ
  • SCHR
  • IJS
  • SCHX
Code Waechter LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 126
Filing on May 13, 2025 Q1 2025

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • QUAL
  • IEMG
  • BIP
Tacita Capital Inc's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 208
Filing on May 16, 2025 Q1 2025

Legacy Wealth Managment, Llc/Id

  • DVN
  • BIL
  • BITO
  • ICSH
  • NEOV
  • ECC
  • SVOL
Legacy Wealth Managment, Llc/Id's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 860
Filing on May 13, 2025 Q1 2025

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • AAPL
  • QDPL
  • ITOT
  • MSFT
  • UCON
Black Diamond Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 153
Filing on Jul 18, 2022 Q2 2022

Strategic Capital Advisers, Inc.

  • MOO
  • SCHB
  • IAU
  • LLY
  • VTI
  • GLD
  • UNH
Strategic Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 121 Million
Stocks 59