Largest Portfolios by Value

Filing on May 28, 2025 Q1 2025

Wealth Management Associates, Inc.

  • AAPL
  • TLT
  • IVV
  • MSFT
  • DVY
  • VTI
  • T
Wealth Management Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 212
Filing on May 15, 2025 Q1 2025

Kirkoswald Asset Management LLC

  • ASHR
  • EWZ
Kirkoswald Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 2
Filing on Apr 08, 2025 Q1 2025

Weinberger Asset Management, Inc

  • VTI
  • PM
  • SCHG
  • SCHB
  • VBR
  • DFAU
  • VTV
Weinberger Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 80
Filing on May 14, 2025 Q1 2025

Tribune Investment Group LP

  • SPY
  • MDY
  • CLH
  • IWM
  • MORN
  • WTW
  • UNF
Tribune Investment Group LP's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 31
Filing on May 13, 2025 Q1 2025

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AVUS
Eaton Cambridge Inc.'s Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 34
Filing on May 12, 2025 Q1 2025

Wealth Advisors Of Iowa, LLC

  • RSP
  • JPST
  • SPLG
  • USMV
  • SPYV
  • JEPI
  • XLU
Wealth Advisors Of Iowa, LLC's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 74
Filing on May 14, 2025 Q1 2025

Mka Charitable Fund

  • ABNB
Mka Charitable Fund's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 1
Filing on May 14, 2025 Q1 2025

Susquehanna Portfolio Strategies, LLC

  • SU
  • MFC
  • ALC
  • ETN
  • BCE
  • TRP
  • C
Susquehanna Portfolio Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 160
Filing on Apr 23, 2025 Q1 2025

Spider Management Company, LLC

  • SPY
  • RSP
  • GRNT
  • VLUE
Spider Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 4
Filing on Apr 21, 2025 Q1 2025

Barrett & Company, Inc.

  • VTI
  • USMV
  • IVW
  • NVDA
  • ILCV
  • IVV
  • AAPL
Barrett & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 620
Filing on Apr 09, 2025 Q1 2025

Pioneer Wealth Management Group

  • DFAU
  • SCHZ
  • DFAI
  • VCIT
  • DFAE
  • SCHH
  • DFCF
Pioneer Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 38
Filing on Apr 24, 2025 Q1 2025

Etesian Wealth Advisors, Inc.

  • MOAT
  • UCON
  • VEA
  • IVV
  • SPY
  • IJR
  • AAPL
Etesian Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 138
Filing on May 15, 2025 Q1 2025

Praetorian Pr LLC

  • VAL
  • JOE
  • SII
  • TDW
  • XP
  • DKNG
  • AMRK
Praetorian Pr LLC's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 25
Filing on May 02, 2025 Q1 2025

Alexander Labrunerie & Co., Inc.

  • AAPL
  • BRK-A
  • VOO
  • VGT
  • WMT
  • VOT
  • JPM
Alexander Labrunerie & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 118
Filing on Apr 10, 2025 Q1 2025

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • VWO
  • VEA
  • JPST
  • DFAT
  • DFAR
Crestmont Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 77
Filing on May 07, 2025 Q1 2025

New Republic Capital, LLC

  • IVV
  • MS
  • JPM
  • AAPL
  • SPY
  • MSFT
  • IYR
New Republic Capital, LLC's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 245
Filing on May 14, 2025 Q1 2025

Hanover Advisors Inc

  • VTI
  • SPY
  • BIL
  • VIG
  • IWV
  • BIV
  • MDY
Hanover Advisors Inc's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 94
Filing on Apr 18, 2025 Q1 2025

Financial Partners Group, LLC

  • BRK-B
  • GOOGL
  • JPM
  • MSFT
  • PANW
  • ECL
  • UPS
Financial Partners Group, LLC's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 81