Largest Portfolios by Value

Filing on Apr 24, 2025 Q1 2025

Guardian Asset Advisors, LLC

  • AAPL
  • AMZN
  • SPLG
  • QQQM
  • SPIB
  • NVDA
  • DIA
Guardian Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 119
Filing on Apr 21, 2025 Q1 2025

Meriwether Wealth & Planning, LLC

  • SCHV
  • SCHG
  • FBND
  • DFAS
  • BSCR
  • BSCQ
  • JPM
Meriwether Wealth & Planning, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 123
Filing on May 22, 2025 Q1 2025

Kilter Group LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
  • IUSB
Kilter Group LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 48
Filing on May 12, 2025 Q1 2025

Symphony Financial Services, Inc.

  • JAAA
  • BUFR
  • USMC
  • KNG
  • JMBS
  • AAPL
  • PAVE
Symphony Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 86
Filing on May 15, 2025 Q1 2025

Thiel Macro LLC

  • ASML
  • NVDA
  • MSFT
  • VST
  • TSLA
Thiel Macro LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 5
Filing on May 14, 2025 Q1 2025

Wealth High Governance Capital Ltda

  • DIA
  • COPX
  • GDX
  • EQT
  • GPS
  • KWEB
  • AVGO
Wealth High Governance Capital Ltda's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 26
Filing on Apr 21, 2025 Q1 2025

Catalina Capital Group, LLC

  • USFR
  • AAPL
  • IVV
  • DGRW
  • NVDA
  • JPST
  • MSFT
Catalina Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 181
Filing on May 09, 2025 Q1 2025

Blue Sky Capital Consultants Group, Inc.

  • QQQ
  • TSLA
  • XLK
  • PLTR
  • NVDA
  • COST
  • AAPL
Blue Sky Capital Consultants Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 52
Filing on May 08, 2025 Q1 2025

Value Base Ltd.

  • CGNT
  • VLN
  • AUDC
  • OB
  • RDCM
  • DRTSW
Value Base Ltd.'s Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 10
Filing on Apr 14, 2025 Q1 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHR
  • SCHX
  • VWO
Attessa Capital LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 39
Filing on Apr 28, 2025 Q1 2025

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • VTEB
  • VWO
  • DFAU
  • BNDX
Level Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 52
Filing on May 14, 2025 Q1 2025

B&L Asset Management LLC

  • AVGO
  • MSFT
  • AZO
  • MA
  • TJX
  • TRV
  • COST
B&L Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 167
Filing on Apr 30, 2025 Q1 2025

Aspen Wealth Strategies, LLC

  • IVV
  • VTV
  • MOAT
  • SCHG
  • IEFA
  • CTA
  • XMHQ
Aspen Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 83
Filing on Feb 12, 2025 Q4 2024

Spahn Wealth & Retirement LLC

  • LQD
  • IWM
  • NVDA
  • AXON
  • TSLA
  • PLTR
  • GOOG
Spahn Wealth & Retirement LLC's Q4 2024 Portfolio
Portfolio Value 152 Billion
Stocks 31
Filing on May 12, 2025 Q1 2025

Nicholson Wealth Management Group, LLC

  • VOO
  • VTI
  • UBSI
  • PG
  • MSFT
  • AAPL
  • PEP
Nicholson Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 102
Filing on Apr 14, 2025 Q1 2025

Clarity Capital Advisors, LLC

  • VTI
  • DFAU
  • AVUS
  • VTIP
  • BSV
  • AVDE
  • DFAI
Clarity Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 82
Filing on May 02, 2025 Q1 2025

Penney Financial, LLC

  • GSLC
  • VTI
  • VEA
  • VYM
  • SCHD
  • IEFA
  • VB
Penney Financial, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 37
Filing on Apr 28, 2025 Q1 2025

Sebold Capital Management, Inc.

  • RSP
  • VO
  • VIG
  • FNDE
  • VEA
  • FTSM
  • VGT
Sebold Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 73