Largest Portfolios by Value

Filing on May 07, 2025 Q1 2025

Applied Finance Capital Management, LLC

  • AAPL
  • ROP
  • IBM
  • GOOGL
  • KLAC
  • META
  • CSCO
Applied Finance Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 294
Filing on Apr 17, 2025 Q1 2025

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VEA
  • VCIT
  • VNQ
Rebalance, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 92
Filing on Apr 22, 2025 Q1 2025

First American Bank

  • AAPL
  • MSFT
  • AVGO
  • PEP
  • AMZN
  • LLY
  • GOOGL
First American Bank's Q1 2025 Portfolio
Portfolio Value 1.35 Trillion
Stocks 229
Filing on Apr 30, 2025 Q1 2025

Diversify Wealth Management, LLC

  • DFAU
  • SPYG
  • SPY
  • SPYV
  • SPDW
  • NVDA
  • AAPL
Diversify Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Trillion
Stocks 510
Filing on May 12, 2025 Q1 2025

Burkehill Global Management, LP

  • AEP
  • BA
  • SCHW
  • ETR
  • AJG
  • LTH
  • ED
Burkehill Global Management, LP's Q1 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 66
Filing on Apr 25, 2025 Q1 2025

Smith Group Asset Management, LLC

  • AAPL
  • MSFT
  • COST
  • META
  • BKNG
  • PH
  • KLAC
Smith Group Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 179
Filing on May 12, 2025 Q1 2025

Callan Family Office, LLC

  • IVV
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • SPY
  • NVDA
Callan Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 543
Filing on Apr 29, 2025 Q1 2025

Adell Harriman & Carpenter Inc

  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • AMZN
  • V
  • PANW
Adell Harriman & Carpenter Inc's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 170
Filing on Apr 28, 2025 Q1 2025

Pb Cay One Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Pb Cay One Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on Apr 30, 2025 Q1 2025

Spear Holdings Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Spear Holdings Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on May 15, 2025 Q1 2025

Voleon Capital Management LP

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • MA
  • JNJ
Voleon Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 323
Filing on May 12, 2025 Q1 2025

Jpmorgan Chase & CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • SPY
  • MA
Jpmorgan Chase & CO's Q1 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 33562
Filing on May 12, 2025 Q1 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VEA
  • QUAL
  • VTV
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q1 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 349
Filing on May 08, 2025 Q1 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 77
Filing on May 13, 2025 Q1 2025

Nfp Retirement, Inc.

  • IVV
  • SHV
  • AGG
  • IDEV
  • SCHD
  • SPLG
  • ONEQ
Nfp Retirement, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 277
Filing on May 09, 2025 Q1 2025

Avalon Trust CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • V
  • AVGO
Avalon Trust CO's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 429
Filing on May 13, 2025 Q1 2025

Trans Canada Capital Inc.

  • VOO
  • VCSH
  • SPY
  • EWJ
  • RIVN
  • IJR
  • SCCO
Trans Canada Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 17
Filing on May 09, 2025 Q1 2025

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • AMZN
  • MSFT
  • APH
  • COST
Foster Dykema Cabot & Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 342