Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Deutsche Bank Ag\

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • META
  • V
Deutsche Bank Ag\'s Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 13354
Filing on May 14, 2025 Q1 2025

Orion Investment CO

  • MSFT
  • REGN
  • QCOM
  • PLTR
  • XOM
  • PG
  • BPMC
Orion Investment CO's Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 68
Filing on Apr 22, 2025 Q1 2025

Lazari Capital Management, Inc.

  • AAPL
  • META
  • AMZN
  • UBER
  • NVDA
  • GOOGL
  • MSFT
Lazari Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 156
Filing on May 15, 2025 Q1 2025

Ameriflex Group, Inc.

  • AAPL
  • NVDA
  • VOO
  • MSFT
  • SPGP
  • BRK-B
  • IVV
Ameriflex Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 1286
Filing on Apr 21, 2025 Q1 2025

Life Wealth Investments, LLC

  • IWY
  • USFR
  • IWX
  • AAPL
  • BUFF
  • EFV
  • EFG
Life Wealth Investments, LLC's Q1 2025 Portfolio
Portfolio Value 244 Billion
Stocks 193
Filing on May 02, 2025 Q1 2025

Sachetta, LLC

  • IWB
  • QQQ
  • SPY
  • GNR
  • FBND
  • AAPL
  • IWR
Sachetta, LLC's Q1 2025 Portfolio
Portfolio Value 244 Billion
Stocks 1361
Filing on Apr 23, 2025 Q1 2025

Invesco, LLC

  • GOOG
  • ORCL
  • AMZN
  • AAPL
  • SHW
  • COST
  • MSFT
Invesco, LLC's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 128
Filing on Apr 23, 2025 Q1 2025

Ffg Partners, LLC

  • ET
  • NVDA
  • GLD
  • META
  • COST
  • LLY
  • BRK-B
Ffg Partners, LLC's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 26
Filing on May 05, 2025 Q1 2025

Bkm Wealth Management, LLC

  • IVE
  • AAPL
  • MSFT
  • VEA
  • IVW
  • DEUS
  • IJJ
Bkm Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 158
Filing on Apr 30, 2025 Q1 2025

Luminvest Wealth Management LLC

  • VTI
  • VXUS
  • VEU
  • VTEB
  • BNDX
  • BND
  • VCIT
Luminvest Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 53
Filing on May 12, 2025 Q1 2025

Brown Financial Advisors

  • SPLG
  • AMZN
  • SPYI
  • MSFT
  • NVDA
  • AAPL
  • ULST
Brown Financial Advisors's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 130
Filing on Apr 29, 2025 Q1 2025

Sharper & Granite LLC

  • USFR
  • XLP
  • XLI
  • VTI
  • VHT
  • VTV
  • VCSH
Sharper & Granite LLC's Q1 2025 Portfolio
Portfolio Value 242 Billion
Stocks 101
Filing on May 14, 2025 Q1 2025

Patient Square Capital LP

  • ROIV
  • INSM
  • LQDA
  • EYPT
  • OCUL
  • CGEM
  • NRIX
Patient Square Capital LP's Q1 2025 Portfolio
Portfolio Value 242 Billion
Stocks 19
Filing on Apr 14, 2025 Q1 2025

25 LLC

  • VXUS
  • VBR
  • VCIT
  • VSS
  • VTV
  • VGIT
  • VUG
25 LLC's Q1 2025 Portfolio
Portfolio Value 242 Billion
Stocks 59
Filing on May 13, 2025 Q1 2025

Eaton Financial Holdings Company, LLC

  • TSPA
  • USFR
  • JEPI
  • SPYV
  • HYGW
  • VDC
  • DGRW
Eaton Financial Holdings Company, LLC's Q1 2025 Portfolio
Portfolio Value 241 Billion
Stocks 63
Filing on Apr 28, 2025 Q1 2025

Yukon Wealth Management, Inc.

  • DVY
  • AAPL
  • IVV
  • NVDA
  • SCHD
  • VIG
  • MSFT
Yukon Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 241 Billion
Stocks 102
Filing on May 01, 2025 Q1 2025

Tfr Capital, Llc.

  • MSFT
  • AAPL
  • NVDA
  • RWL
  • AMZN
  • IVV
  • BSCP
Tfr Capital, Llc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 150
Filing on May 15, 2025 Q1 2025

Lakeshore Financial Planning, Inc.

  • IVV
  • PULS
  • XLF
  • VOO
  • SCHD
  • VHT
  • AAPL
Lakeshore Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 78