Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

State Street Corp

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
State Street Corp's Q1 2025 Portfolio
Portfolio Value 2.36 Trillion
Stocks 4281
Filing on Mar 17, 2023 Q3 2022

American Portfolios Advisors

  • AAPL
  • IVV
  • DFEB
  • MSFT
  • VTV
  • VUG
  • QQQ
American Portfolios Advisors's Q3 2022 Portfolio
Portfolio Value 2.36 Trillion
Stocks 3531
Filing on May 19, 2025 Q1 2025

Sage View Advisory Group, LLC

  • AGG
  • VONV
  • VONG
  • SCHF
  • IAGG
  • SCHE
  • VXF
Sage View Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.35 Trillion
Stocks 598
Filing on May 15, 2025 Q1 2025

Summit Tx Capital, L.P.

  • IVV
  • QQQ
  • SPY
  • XLC
  • EVRG
  • CYBR
  • XEL
Summit Tx Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.32 Trillion
Stocks 771
Filing on May 15, 2025 Q1 2025

Gts Securities LLC

  • SPY
  • TSLA
  • NVDA
  • QQQ
  • XLK
  • IWM
  • VOO
Gts Securities LLC's Q1 2025 Portfolio
Portfolio Value 2.31 Trillion
Stocks 1218
Filing on May 09, 2025 Q1 2025

New Age Alpha Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • TSM
  • BRK-B
  • SPG
New Age Alpha Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Trillion
Stocks 895
Filing on May 14, 2025 Q1 2025

Dixon Mitchell Investment Counsel Inc.

  • IEFA
  • V
  • ICE
  • BRK-B
  • MSFT
  • TD
  • RY
Dixon Mitchell Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 2.22 Trillion
Stocks 103
Filing on May 13, 2025 Q1 2025

Vest Gen Advisors, LLC

  • VTI
  • QQQ
  • SPY
  • GLPI
  • SPLG
  • VTV
  • AAPL
Vest Gen Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.2 Trillion
Stocks 545
Filing on May 14, 2025 Q1 2025

Atomi Financial Group, Inc.

  • AAPL
  • IVV
  • COIN
  • INTF
  • VEA
  • META
  • LRGF
Atomi Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.19 Trillion
Stocks 1038
Filing on Apr 22, 2025 Q1 2025

Constellation Investments, Inc.

  • IVV
  • AGG
  • VOO
  • IJH
  • QQQ
  • IEFA
  • VTI
Constellation Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.11 Trillion
Stocks 20
Filing on May 12, 2025 Q1 2025

Caisse Des Depots Et Consignations

  • UBS
  • ALC
  • TT
  • AAPL
  • V
  • NVDA
  • IR
Caisse Des Depots Et Consignations's Q1 2025 Portfolio
Portfolio Value 2.08 Trillion
Stocks 205
Filing on May 13, 2025 Q1 2025

Bsn Capital Partners LTD

  • AMZN
  • BRK-B
  • MSFT
  • NFLX
  • AAPL
  • TSLA
  • ISRG
Bsn Capital Partners LTD's Q1 2025 Portfolio
Portfolio Value 2.05 Trillion
Stocks 20
Filing on May 13, 2025 Q1 2025

Aviso Financial Inc.

  • BMO
  • V
  • TD
  • CNQ
  • SAP
  • MSFT
  • ENB
Aviso Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 2.03 Trillion
Stocks 351
Filing on May 14, 2025 Q1 2025

Surgo Cap Partners LP

  • LPLA
  • CRS
  • BSX
  • MCK
  • BX
  • NFLX
  • UNH
Surgo Cap Partners LP's Q1 2025 Portfolio
Portfolio Value 2.02 Trillion
Stocks 12
Filing on May 14, 2025 Q1 2025

Sig Brokerage, LP

  • SPY
  • SPY
  • COIN
  • COIN
  • APO
  • HLT
  • SPY
Sig Brokerage, LP's Q1 2025 Portfolio
Portfolio Value 1.99 Trillion
Stocks 526
Filing on May 15, 2025 Q1 2025

Sylebra Capital LLC

  • PAYC
  • PCT
  • ESTC
  • PI
  • S
  • RNG
  • AMD
Sylebra Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.98 Trillion
Stocks 24
Filing on May 15, 2025 Q1 2025

Dme Capital Management, LP

  • GRBK
  • BHF
  • KD
  • PENN
  • CNHI
  • HPQ
  • TECK
Dme Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.97 Trillion
Stocks 68
Filing on Apr 08, 2025 Q1 2025

Fifth Third Wealth Advisors LLC

  • IVV
  • SPY
  • AAPL
  • IEFA
  • MSFT
  • NVDA
  • IJH
Fifth Third Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.93 Trillion
Stocks 706