Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Pine Harbor Wealth Management, LLC

  • DFUS
  • PULS
  • DFIC
  • QQQ
  • AVUV
  • VTI
  • DFSD
Pine Harbor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 94
Filing on Apr 30, 2025 Q1 2025

Rogco, LP

  • IVV
  • IEFA
  • BND
  • IAU
  • VGSH
  • SPSB
  • VGIT
Rogco, LP's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 211
Filing on May 13, 2025 Q1 2025

Eley Financial Management, Inc

  • AGG
  • IVV
  • IJH
  • IEI
  • IGLB
  • FISV
  • SHY
Eley Financial Management, Inc's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 66
Filing on May 13, 2025 Q1 2025

Axq Capital, LP

  • NEE
  • UGI
  • BRK-B
  • AES
  • CRM
  • CSX
  • LMT
Axq Capital, LP's Q1 2025 Portfolio
Portfolio Value 249 Billion
Stocks 477
Filing on Apr 23, 2025 Q1 2025

Dorval Corp

  • SPTM
  • LGLV
  • USFR
  • ACWV
  • TIP
  • FLBL
  • VT
Dorval Corp's Q1 2025 Portfolio
Portfolio Value 249 Billion
Stocks 36
Filing on Jul 07, 2025 Q2 2025

Kings Path Partners LLC

  • VTI
  • SCHF
  • GSLC
  • VEA
  • DFCF
  • VGIT
  • VGSH
Kings Path Partners LLC's Q2 2025 Portfolio
Portfolio Value 248 Billion
Stocks 283
Filing on Jun 13, 2025 Q1 2025

Kanen Wealth Management LLC

  • COMP
  • EZPW
  • ALLT
  • REAL
  • INSE
  • STKS
  • EGAN
Kanen Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 23
Filing on May 08, 2025 Q1 2025

Essential Planning, Llc.

  • BND
  • DFAU
  • DFAI
  • VTI
  • DFCF
  • LLY
  • BSV
Essential Planning, Llc.'s Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 81
Filing on Apr 28, 2025 Q1 2025

Clarity Capital Partners LLC

  • PLTR
  • TSLA
  • NVDA
  • MSTR
  • AMZN
  • MSFT
  • AAPL
Clarity Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 123
Filing on Apr 17, 2025 Q1 2025

Howard Bailey Securities, LLC

  • IWY
  • NTSX
  • IWX
  • DGRW
  • SPLG
  • IQDG
  • EFV
Howard Bailey Securities, LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 149
Filing on May 15, 2025 Q1 2025

Cura Wealth Advisors, LLC

  • ABBV
  • FSK
  • ABT
  • AINV
  • ARI
  • ACN
  • EVV
Cura Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 247 Billion
Stocks 105
Filing on May 13, 2025 Q1 2025

Power Wealth Management LLC

  • FBND
  • VMBS
  • VCIT
  • SPYV
  • SCHF
  • CLTL
  • JEPI
Power Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 247 Billion
Stocks 83
Filing on May 07, 2025 Q1 2025

Lpl Financial LLC

  • IVV
  • SPY
  • AAPL
  • QQQ
  • VTI
  • MSFT
  • NVDA
Lpl Financial LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 5344
Filing on Apr 29, 2025 Q1 2025

Dupree Financial Group, LLC

  • AGNC
  • ENB
  • BTI
  • EPPRC
  • VZ
  • MELI
  • CVX
Dupree Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 70
Filing on May 09, 2025 Q1 2025

Commonwealth Retirement Investments LLC

  • AVGO
  • JPM
  • ABBV
  • MSFT
  • XOM
  • CVX
  • JNJ
Commonwealth Retirement Investments LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 95
Filing on Apr 25, 2025 Q1 2025

Verity Asset Management, Inc.

  • SPY
  • IVV
  • IBM
  • JEPI
  • BSJP
  • BSJQ
  • MSFT
Verity Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 247
Filing on May 15, 2025 Q1 2025

Stenham Asset Management LTD

  • GLD
  • AMZN
  • TSM
  • MA
  • MSFT
  • TMO
  • AFG
Stenham Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 28
Filing on Apr 28, 2025 Q1 2025

Red Lighthouse Investment Management, LLC

  • AVUS
  • DFAC
  • AVUV
  • AVDE
  • AAPL
  • AVDV
  • AVES
Red Lighthouse Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 106