Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

National Wealth Management Group, LLC

  • TCHP
  • IVV
  • QQQ
  • BRK-B
  • COWZ
  • NVDA
  • QQQM
National Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 145
Filing on May 12, 2025 Q1 2025

Pandora Wealth, Inc.

  • AAPL
  • ACIO
  • IVV
  • META
  • DRSK
  • AMZN
  • IVE
Pandora Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 266
Filing on May 01, 2025 Q1 2025

Fidelity D & D Bancorp Inc

  • SPDW
  • IBM
  • XMPT
  • AVLV
  • RPV
  • SPIB
  • AVES
Fidelity D & D Bancorp Inc's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 162
Filing on May 12, 2025 Q1 2025

Avos Capital Management, LLC

  • SGOV
  • LTPZ
  • TLT
  • DBC
  • GLDM
  • SGOL
  • IGOV
Avos Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

T. Rowe Price Investment Management, Inc.

  • MSFT
  • PTC
  • AMZN
  • ROP
  • BDX
  • FTV
  • NVDA
T. Rowe Price Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 657
Filing on May 15, 2025 Q1 2025

Vernal Point Advisors, LLC

  • VT
  • VGSH
  • VGIT
  • AGG
  • VTI
  • EMLP
  • VOO
Vernal Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 19
Filing on Nov 06, 2024 Q3 2024

Planning Capital Management Corp

  • SPYG
  • AAPL
  • LMT
  • WMT
  • JNJ
  • MCD
  • KO
Planning Capital Management Corp's Q3 2024 Portfolio
Portfolio Value 151 Billion
Stocks 780
Filing on Apr 23, 2025 Q1 2025

Motiv8 Investments LLC

  • POCT
  • PJAN
  • PJUL
  • PAPR
  • SPY
  • BND
  • USIG
Motiv8 Investments LLC's Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 97
Filing on May 14, 2025 Q1 2025

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • IVAL
  • IMOM
  • VTI
Valley Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 57
Filing on May 15, 2025 Q1 2025

Gallo Partners, LP

  • IWM
  • SPGI
  • TT
  • FE
  • GE
  • VMC
  • MMM
Gallo Partners, LP's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 56
Filing on Jun 16, 2025 Q1 2025

Lynx Investment Advisory

  • SPHQ
  • IJH
  • AAPL
  • NOBL
  • GLD
  • IGRO
  • DFAI
Lynx Investment Advisory's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 315
Filing on Apr 22, 2025 Q1 2025

Whalen Wealth Management Inc.

  • SHV
  • CTA
  • VCSH
  • IJJ
  • XLF
  • JAAA
  • SLQD
Whalen Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 117
Filing on Apr 21, 2025 Q1 2025

Xy Planning Network, Inc.

  • DFAC
  • DFCF
  • VCIT
  • MUNI
  • VEA
  • AVDV
  • DFIC
Xy Planning Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 102
Filing on May 15, 2025 Q1 2025

Argosy Lionbridge Management, LLC

  • WRE
  • FR
  • AIV
  • REXR
  • VRE
  • INVH
  • COLD
Argosy Lionbridge Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 12
Filing on May 13, 2025 Q1 2025

Seven Mile Advisory

  • SPY
  • NVDA
  • AAPL
  • VOO
  • MSFT
  • AMZN
  • DFAE
Seven Mile Advisory's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 175
Filing on Apr 24, 2025 Q1 2025

Westfuller Advisors, LLC

  • SGOV
  • ESGV
  • EAGG
  • VOO
  • VSGX
  • NUBD
  • IEFA
Westfuller Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 98
Filing on May 09, 2025 Q1 2025

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 163
Filing on May 14, 2025 Q1 2025

Monolith Management LTD

  • TAL
  • TSM
  • BABA
  • LX
  • TCOM
  • VNET
  • AMD
Monolith Management LTD's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 16