Largest Portfolios by Value

Filing on Nov 12, 2024 Q3 2024

Advisory Services & Investments, LLC

  • DFIC
  • VO
  • DFAS
  • VOO
  • DFAC
  • DFEM
  • SCHG
Advisory Services & Investments, LLC's Q3 2024 Portfolio
Portfolio Value 131 Million
Stocks 40
Filing on Jul 16, 2025 Q2 2025

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • PRIM
  • EPD
  • KMI
  • APD
  • AMZN
  • ABT
A. D. Beadell Investment Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 89
Filing on Jul 24, 2025 Q2 2025

Ulland Investment Advisors, LLC

  • NVDA
  • AXON
  • META
  • GOOG
  • QQQ
  • VRT
  • JEPI
Ulland Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 213
Filing on Jul 21, 2025 Q2 2025

Washington Growth Strategies LLC

  • SPY
  • XLF
  • QQQ
  • EEM
  • PAVE
  • XLK
  • VB
Washington Growth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 51
Filing on Aug 14, 2025 Q2 2025

Index Venture Life Associates Vi LTD

  • CNTA
Index Venture Life Associates Vi LTD's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 1
Filing on Jul 11, 2025 Q2 2025

Enhancing Capital LLC

  • MSFT
  • JPM
  • LLY
  • NVDA
  • SGOV
  • NEE
  • COST
Enhancing Capital LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 92
Filing on Jul 23, 2025 Q2 2025

Fortis Advisors, LLC

  • BSV
  • DBND
  • EMXC
  • MLPX
  • VEA
  • GLDM
  • VIG
Fortis Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 117
Filing on Aug 07, 2025 Q2 2025

Mosaic Financial Group, LLC

  • IVV
  • VIG
  • MSFT
  • UNP
  • AAPL
  • T
  • RSP
Mosaic Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 112
Filing on Aug 14, 2025 Q2 2025

Affinity Investment Advisors, LLC

  • MSFT
  • JPM
  • CSCO
  • JBL
  • BAC
  • AAPL
  • AVGO
Affinity Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 133
Filing on Aug 14, 2025 Q2 2025

Dsc Meridian Capital LP

  • USHY
  • VST
  • BKLN
  • K
  • BLCO
  • RKT
  • DAR
Dsc Meridian Capital LP's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 15
Filing on Jul 16, 2025 Q2 2025

Diamant Asset Management, Inc.

  • AAPL
  • V
  • MSFT
  • COST
  • GOOGL
  • PGR
  • LDOS
Diamant Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Summer Road LLC

  • OCUL
  • GDXJ
  • GRBK
  • GDX
  • GOOGL
  • IMKTA
  • CTRE
Summer Road LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 25
Filing on Feb 08, 2023 Q4 2022

Stewart Asset Management, LLC

  • UNH
  • MA
  • GOOG
  • ISRG
  • AMZN
  • DIS
  • FND
Stewart Asset Management, LLC's Q4 2022 Portfolio
Portfolio Value 130 Million
Stocks 28
Filing on Aug 12, 2025 Q2 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 1
Filing on Aug 13, 2025 Q2 2025

Roberts Capital Advisors, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSLA
Roberts Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 78
Filing on Aug 11, 2025 Q2 2025

Oder Investment Management, LLC

  • AAPL
  • PLTR
  • SPY
  • AMZN
  • HOOD
  • BSJQ
  • TSLA
Oder Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 97
Filing on Jul 29, 2025 Q2 2025

Palliser Capital (Uk) LTD

  • RIO
  • SKX
  • TRIP
  • EM
Palliser Capital (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 5
Filing on Jul 23, 2025 Q2 2025

Laraway Financial Advisors Inc

  • AAPL
  • VUG
  • VTV
  • SPY
  • MSFT
  • VEA
  • NVDA
Laraway Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 124