Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Luken Investment Analytics, LLC

  • SPLG
  • QQQM
  • RDVI
  • QQQ
  • SPY
  • RSP
  • IVV
Luken Investment Analytics, LLC's Q1 2025 Portfolio
Portfolio Value 214 Billion
Stocks 148
Filing on Apr 23, 2025 Q1 2025

Lifelong Wealth Advisors, Inc.

  • GSLC
  • SPLG
  • IYW
  • QUAL
  • IVW
  • ORCL
  • DYNF
Lifelong Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 68
Filing on Jul 24, 2024 Q2 2024

Unique Wealth Strategies, LLC

  • FBND
  • IVV
  • MOAT
  • DBEF
  • META
  • JMBS
  • GOOGL
Unique Wealth Strategies, LLC's Q2 2024 Portfolio
Portfolio Value 213 Billion
Stocks 673
Filing on May 12, 2025 Q1 2025

Valence8 Us LP

  • QUAL
  • IQLT
  • QQQ
  • EFV
  • VTV
  • XLP
  • IGV
Valence8 Us LP's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 10
Filing on May 09, 2025 Q1 2025

Potentia Wealth

  • SPY
  • SPYV
  • AAPL
  • BXSL
  • BRK-B
  • IWF
  • IVV
Potentia Wealth's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 90
Filing on May 01, 2025 Q1 2025

Berkeley, Inc

  • DSTL
  • V
  • NVR
  • LOW
  • IHDG
  • MKL
  • IDHQ
Berkeley, Inc's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 65
Filing on May 14, 2025 Q1 2025

Heights Capital Management, Inc

  • PLUG
  • HUMA
  • ONDS
  • GFL
  • GBBKR
  • SCLX
  • GWHWS
Heights Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 129
Filing on May 02, 2025 Q1 2025

My Purposeful Wealth Corp.

  • VUG
  • IVV
  • ITOT
  • BND
  • VOE
  • IUSG
  • UNP
My Purposeful Wealth Corp.'s Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 62
Filing on Apr 18, 2025 Q1 2025

Prosperity Wealth Management, Inc.

  • SCHX
  • SCHG
  • VOO
  • QQQ
  • MSFT
  • IUS
  • SPHY
Prosperity Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 217
Filing on May 12, 2025 Q1 2025

Codex Capital Asset Management L.L.C.

  • NVDA
  • META
  • MSFT
  • LLY
  • GE
  • SPY
  • BRK-B
Codex Capital Asset Management L.L.C.'s Q1 2025 Portfolio
Portfolio Value 212 Billion
Stocks 33
Filing on Jul 08, 2025 Q2 2025

Ransom Advisory, LTD

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • JPM
  • BRK-B
  • GOOG
Ransom Advisory, LTD's Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 322
Filing on May 15, 2025 Q1 2025

Beacon Investment Advisors LLC

  • BRK-B
  • MSFT
  • AAPL
  • COST
  • AMAT
  • MAR
  • DE
Beacon Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 212 Billion
Stocks 156
Filing on May 13, 2025 Q1 2025

Ted Buchan & CO

  • AGG
  • PRF
  • SHY
  • IVV
  • TIP
  • COWZ
  • SCHD
Ted Buchan & CO's Q1 2025 Portfolio
Portfolio Value 211 Billion
Stocks 86
Filing on Feb 14, 2025 Q4 2024

Lunate Holding Rsc LTD

  • RVMD
Lunate Holding Rsc LTD's Q4 2024 Portfolio
Portfolio Value 211 Billion
Stocks 4
Filing on Apr 17, 2025 Q1 2025

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHD
  • SCHB
  • SCHG
  • SCHZ
  • SCHF
  • SCHA
Christensen, King & Associates Investment Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 211 Billion
Stocks 97
Filing on May 15, 2025 Q1 2025

Fact Capital, LP

  • IBN
  • GOOGL
  • BSX
  • TSM
  • ATAT
  • MSFT
  • ICE
Fact Capital, LP's Q1 2025 Portfolio
Portfolio Value 211 Billion
Stocks 19
Filing on Apr 16, 2025 Q1 2025

Caldwell Sutter Capital, Inc.

  • AAPL
  • V
  • MSA
  • DGICA
  • KNTK
  • BRK-B
  • MSFT
Caldwell Sutter Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 889
Filing on Apr 29, 2025 Q1 2025

Centennial Bank/Ar/

  • IWB
  • DFAU
  • NOBL
  • VEA
  • IWD
  • IJH
  • SPY
Centennial Bank/Ar/'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 328