Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Acorn Capital Advisors, LLC

  • URGN
  • YMAB
  • TRVI
  • CADL
  • PBYI
  • TERN
  • TARA
Acorn Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 22
Filing on Apr 14, 2025 Q1 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • DIVO
  • HEGD
  • IXUS
  • BALT
Financial Designs Corp's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 20
Filing on Apr 28, 2025 Q1 2025

Paul R. Ried Financial Group, LLC

  • MSFT
  • GSIE
  • GSLC
  • GLTR
  • GSSC
  • AAPL
  • QUS
Paul R. Ried Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 29
Filing on May 13, 2025 Q1 2025

Papamarkou Wellner Asset Management Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • V
  • PM
Papamarkou Wellner Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 85
Filing on May 07, 2025 Q1 2025

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • SPY
  • AMZN
  • JEPI
Semus Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 114
Filing on Apr 30, 2025 Q1 2025

Greater Midwest Financial Group, LLC

  • MSFT
  • AVUV
  • AMZN
  • AAPL
  • GOOGL
  • CRM
  • JEPI
Greater Midwest Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 54
Filing on Jul 03, 2025 Q2 2025

Wilson & Boucher Capital Management, LLC

  • VTI
  • AAPL
  • SCHB
  • VB
  • VO
  • VEU
  • MSFT
Wilson & Boucher Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 110
Filing on Apr 18, 2025 Q1 2025

Hoge Financial Services, LLC

  • IWB
  • BIV
  • VT
  • VTV
  • EFA
  • VB
  • FLOT
Hoge Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 57
Filing on May 05, 2025 Q1 2025

Riverchase Wealth Management, LLC

  • DFAC
  • JCPB
  • DFCF
  • DFIC
  • DUHP
  • VOO
  • DFEM
Riverchase Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 66
Filing on May 13, 2025 Q1 2025

Keystone Global Partners, LLC

  • VTEB
  • VEA
  • SCHG
  • XLF
  • IVV
  • VMBS
  • XLK
Keystone Global Partners, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 200
Filing on Apr 25, 2025 Q1 2025

Meridian Financial, LLC

  • SCHD
  • JPST
  • IVV
  • IJR
  • DGRO
  • IJH
  • VO
Meridian Financial, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 121
Filing on May 05, 2025 Q1 2025

Four Tree Island Advisory LLC

  • EQH
  • JXN
  • MLI
  • WLFC
  • AER
  • AMAT
  • AB
Four Tree Island Advisory LLC's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 21
Filing on May 12, 2025 Q1 2025

Shengqi Capital (Hong Kong) LTD

  • PDD
  • BABA
  • PDD
  • META
  • GOOGL
Shengqi Capital (Hong Kong) LTD's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 5
Filing on May 09, 2025 Q1 2025

Foresight Global Investors, Inc.

  • SONY
  • NVS
  • SAP
  • CNI
  • HDB
  • SHEL
  • STM
Foresight Global Investors, Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 12
Filing on Apr 14, 2025 Q1 2025

Nav Point Financial, Inc.

  • GLDM
  • JPIE
  • JPST
  • CGCP
  • VOO
  • AAPL
  • CGGO
Nav Point Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 55
Filing on Apr 25, 2025 Q1 2025

Sage Advisors, LLC

  • ORCC
  • ARCC
  • BNL
  • LLY
  • AAPL
  • EPD
  • AMZN
Sage Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 32
Filing on May 12, 2025 Q1 2025

Hudson Canyon Capital Management

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • META
  • NFLX
Hudson Canyon Capital Management's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 53
Filing on May 07, 2025 Q1 2025

Keystone Financial Group, Inc.

  • DFAU
  • SGOV
  • VIGI
  • SCHD
  • VIG
  • SHV
  • DFSD
Keystone Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 156