Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Delta Global Management LP

  • WMT
  • NFLX
  • SCHW
  • STX
  • C
  • META
  • BURL
Delta Global Management LP's Q1 2025 Portfolio
Portfolio Value 1.39 Trillion
Stocks 185
Filing on May 15, 2025 Q1 2025

Value Aligned Research Advisors, LLC

  • VST
  • MU
  • CEG
  • VRT
  • NRG
  • RIOT
  • BE
Value Aligned Research Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 61
Filing on May 02, 2025 Q1 2025

Carrhae Capital LLP

  • EEM
  • ASHR
  • EGO
  • IBN
  • BABA
  • SE
  • CPA
Carrhae Capital LLP's Q1 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 24
Filing on May 15, 2025 Q1 2025

Morgan Stanley

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • SPY
Morgan Stanley's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 44800
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 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 Jul 09, 2025 Q2 2025

Fiduciary Alliance LLC

  • MSFT
  • AAPL
  • SPY
  • JPM
  • NVDA
  • AMZN
  • BRK-B
Fiduciary Alliance LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 479
Filing on Jul 16, 2025 Q2 2025

Diversified Enterprises, LLC

  • SCHX
  • SCHD
  • OSEA
  • OSCV
  • IVV
  • SMH
  • DRSK
Diversified Enterprises, LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 313
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 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 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 Jul 09, 2025 Q2 2025

Signal Advisors Wealth, LLC

  • SPLG
  • SPY
  • ACIO
  • QYLD
  • VEA
  • QQQM
  • DIVB
Signal Advisors Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 464
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