Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Certior Financial Group, LLC
- SCHG
- SCHD
- IVV
- TIP
- BIL
- FSK
- AAPL
Filing on May 06, 2025
Q1 2025
Bml Capital Management, LLC
- AVIR
- ACRS
- THRD
- ANTX
- EPIX
- ORMP
- IKNA
Filing on Jan 22, 2025
Q4 2024
Southern Style Financial, Inc.
- IVV
- FBND
- SLQD
- IAU
- COST
- IJR
- MSFT
Filing on May 05, 2025
Q1 2025
Genesis Wealth Advisors, LLC
- SPY
- VXUS
- IVV
- VFQY
- BND
- BSCR
- DYNF
Filing on May 09, 2025
Q1 2025
Bravias Capital Group, LLC
- BBUS
- GMOM
- VGT
- BRK-B
- NTSX
- VUG
- VAMO
Filing on May 08, 2025
Q1 2025
Grantvest Financial Group LLC
- CSHI
- SGOV
- AAPL
- VOO
- MGV
- AMZN
- JEPI
Filing on Nov 13, 2023
Q3 2023
Destiny Capital Securities Corporation
- SPYG
- SPYV
- SPTS
- IVV
- SPAB
- SPSM
- SHYG
Filing on Apr 28, 2025
Q1 2025
Gutierrez Wealth Advisory, LLC
- VOO
- CGDV
- CGGR
- VEA
- CGMU
- CGXU
- VXF
Filing on Apr 17, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Wealth Watch Advisors, Inc
- QQH
- CWB
- LGH
- VOO
- QQQ
- BUFR
- ILDR
Filing on May 14, 2025
Q1 2025
Filing on May 20, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Kazazian Asset Management, LLC
- C
- DIS
- GOOG
- BABA
- AMZN
- EAT
- CHWY
Filing on May 14, 2025
Q1 2025
Broyhill Asset Management
- SHY
- PM
- AVTR
- NICE
- BAX
- FIS
- NUV
Filing on May 15, 2025
Q1 2025
Epacria Capital Partners, LLC
- PM
- BTI
- VEA
- BRK-B
- BSM
- SPY
- CNQ
Filing on Apr 18, 2025
Q1 2025
Seed Wealth Management, Inc.
- VMBS
- JMBS
- SCHP
- SCHB
- AVUV
- AVUS
- SPMB
Filing on Apr 21, 2025
Q1 2025
Five Pine Wealth Management
- BND
- VEU
- VUG
- VTV
- VOO
- VB
- RDVY