Largest Portfolios by Value

Filing on Apr 23, 2024 Q1 2024

Klr Investment Advisors, LLC

  • OMFL
  • FTGC
  • AGGY
  • MSFT
  • NVDA
  • EMBD
  • AAPL
Klr Investment Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 138 Billion
Stocks 185
Filing on May 13, 2025 Q1 2025

Cladis Investment Advisory, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • LLY
  • GE
  • IBM
Cladis Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 137
Filing on Apr 25, 2025 Q1 2025

Kieckhefer Group LLC

  • NVDA
  • PLTR
  • XOM
  • VOT
  • QQQ
  • ISRG
  • COP
Kieckhefer Group LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 46
Filing on Apr 25, 2025 Q1 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 45
Filing on May 14, 2025 Q1 2025

Vermillion & White Wealth Management Group, LLC

  • IVV
  • DFCF
  • DFAI
  • DFSD
  • HEFA
  • DFAE
  • USMV
Vermillion & White Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 531
Filing on May 09, 2025 Q1 2025

Pinney & Scofield, Inc.

  • DFIP
  • DFIV
  • DFAS
  • DFUV
  • DFAT
  • DISV
  • DFAR
Pinney & Scofield, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 217
Filing on Apr 25, 2025 Q1 2025

Sumitomo Mitsui Trust Holdings, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 1031
Filing on May 15, 2025 Q1 2025

Mpwm Advisory Solutions, LLC

  • SPY
  • SPTM
  • SPTL
  • QQQ
  • QQQM
  • SFLR
  • XLI
Mpwm Advisory Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 734
Filing on Apr 16, 2025 Q1 2025

Pps&V Asset Management Consultants, Inc.

  • IVV
  • QQQ
  • SCHG
  • VYM
  • AAPL
  • IJR
  • SCHD
Pps&V Asset Management Consultants, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 37
Filing on May 08, 2025 Q1 2025

Cap Partners, LLC

  • QQQM
  • SCHX
  • TSLA
  • AAPL
  • JEPI
  • NVDA
  • SPLG
Cap Partners, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 129
Filing on Apr 22, 2025 Q1 2025

Jericho Financial, LLP

  • NFLX
  • AAPL
  • META
  • JPM
  • MSFT
  • AMZN
  • V
Jericho Financial, LLP's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 41
Filing on May 09, 2025 Q1 2025

Roi Financial Advisors, LLC

  • LLY
  • COST
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • V
Roi Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 61
Filing on May 12, 2025 Q1 2025

Swiss National Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Swiss National Bank's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 2397
Filing on Jan 07, 2025 Q4 2024

Strathmore Capital Advisors, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DFUV
  • DFSV
  • DFAS
Strathmore Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 137 Billion
Stocks 37
Filing on May 08, 2025 Q1 2025

Helium Advisors LLC

  • VOO
  • JPST
  • GBIL
  • IEFA
  • JAAA
  • MSFT
  • AAPL
Helium Advisors LLC's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 104
Filing on Apr 15, 2025 Q1 2025

Farrell Financial LLC

  • VV
  • SCHX
  • ESGV
  • AAPL
  • VCIT
  • VEA
  • VO
Farrell Financial LLC's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 64
Filing on Apr 23, 2025 Q1 2025

Atala Financial Inc

  • VTI
  • IBM
  • DE
  • GOOGL
  • AAL
  • MSFT
  • ACN
Atala Financial Inc's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 473
Filing on May 15, 2025 Q1 2025

Everstar Asset Management, LLC

  • PML
  • SHY
  • IEI
  • VB
  • UGL
  • PLD
  • GLPI
Everstar Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 206