Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Ulland Investment Advisors, LLC

  • NVDA
  • AXON
  • META
  • GOOG
  • QQQ
  • UNH
  • JEPI
Ulland Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 225
Filing on May 14, 2025 Q1 2025

Cno Financial Group, Inc.

  • BKLN
  • PSK
  • SRLN
  • LQD
  • SPHY
  • USIG
  • FTSL
Cno Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 11
Filing on May 12, 2025 Q1 2025

Dynamic Wealth Strategies, LLC

  • VTV
  • IEF
  • BND
  • EFA
  • IGM
  • SPHQ
  • SPSB
Dynamic Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 234
Filing on Apr 22, 2025 Q1 2025

Courant Investment Management LLC

  • PGR
  • JPM
  • KMX
  • SCHW
  • LOW
  • ULTA
  • BRK-A
Courant Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 8
Filing on May 15, 2025 Q1 2025

Antara Capital LP

  • CHPT
Antara Capital LP's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 13
Filing on Jan 31, 2025 Q4 2024

Keene & Associates, Inc.

  • WMT
  • KMI
  • CSCO
  • MSFT
  • INGR
  • FDX
  • ORCL
Keene & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 119 Million
Stocks 76
Filing on Apr 09, 2025 Q1 2025

Integrated Capital Management, Inc.

  • AVLV
  • PDBC
  • SPDW
  • VIG
  • SPTS
  • EFV
  • EMLC
Integrated Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 70
Filing on Apr 24, 2025 Q1 2025

Primoris Wealth Advisors, LLC

  • FBND
  • VOO
  • IWO
  • SPMO
  • AAPL
  • FTEC
  • META
Primoris Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 95
Filing on May 14, 2025 Q1 2025

Mc Carthy Asset Management, Inc.

  • SCHD
  • SPSB
  • VIG
  • SCHG
  • BND
  • DFAC
  • JPST
Mc Carthy Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 25
Filing on Apr 11, 2025 Q1 2025

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • MSFT
  • RSP
  • COWZ
  • VXUS
Pinnacle Wealth Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 105
Filing on May 15, 2025 Q1 2025

Equinox Partners Investment Management LLC

  • KOS
  • GAU
  • EGO
  • PSLV
  • ODV
Equinox Partners Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 9
Filing on Oct 14, 2022 Q3 2022

Corsicana & Co.

  • MDY
  • IWM
  • SDY
  • SPY
  • AAPL
  • UDR
  • MSFT
Corsicana & Co.'s Q3 2022 Portfolio
Portfolio Value 119 Million
Stocks 1346
Filing on May 02, 2025 Q1 2025

Acas, LLC

  • CGDV
  • BRK-B
  • AAPL
  • CGGR
  • IVW
  • AMZN
  • IVE
Acas, LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 85
Filing on May 12, 2025 Q1 2025

Avant Capital LLC

  • SCHD
  • DGRW
  • USMV
  • VTV
  • SCHV
  • QUAL
  • FNDX
Avant Capital LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 66
Filing on May 15, 2025 Q1 2025

Silverback Asset Management LLC

  • HYG
  • SPY
  • HLIT
  • PCG
  • RMBL
  • MX
  • GOSS
Silverback Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 61
Filing on May 14, 2025 Q1 2025

Stoneridge Investment Partners LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • C
  • PNC
  • FIS
Stoneridge Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 115
Filing on May 15, 2025 Q1 2025

Stone House Capital Management, LLC

  • LNW
  • DBI
  • RMBL
Stone House Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 3
Filing on May 15, 2025 Q1 2025

Seldon Capital LP

  • VTI
  • VDC
  • VT
  • VEA
  • EQT
  • PDD
  • AAPL
Seldon Capital LP's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 58