Largest Portfolios by Value
Filing on Jun 27, 2025
Q1 2025
Advice One Advisory Services, LLC
- RTX
- CARR
- OTIS
- TSLA
- AAPL
- LECO
- NVDA
Filing on Apr 15, 2025
Q1 2025
Bannerman Wealth Management Group, LLC
- DFAC
- DFCF
- DFAS
- DFAI
- AVLV
- AVUS
- DFAE
Filing on May 08, 2025
Q1 2025
Kagan Cocozza Asset Management
- SPLG
- SPAB
- SPDW
- SPIB
- VIG
- VO
- AGG
Filing on Apr 11, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Illumine Investment Management, LLC
- AAPL
- JPST
- COST
- ISRG
- WRB
- DASH
- SEIX
Filing on Apr 22, 2025
Q1 2025
Petra Financial Advisors Inc
- SPLV
- JQUA
- GLD
- IWP
- SCHV
- OUNZ
- GOF
Filing on Apr 16, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Gentry Private Wealth, LLC
- VOO
- VUG
- SPIB
- FTSM
- IEFA
- VTI
- VB
Filing on Apr 15, 2025
Q1 2025
Magnolia Private Wealth, LLC
- SGOV
- JAAA
- TUA
- AVUS
- FNDX
- AVDE
- BILS
Filing on Apr 09, 2025
Q1 2025
Bennett Associates Wealth Management
- FTCS
- IEFA
- VO
- GSLC
- EMXC
- RODM
- MGK
Filing on May 14, 2025
Q1 2025
Northwestern Mutual Wealth Management CO
- IVV
- BND
- SCHF
- IJH
- IJR
- RSP
- FBND
Filing on May 05, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Chancellor Financial Group Wb LP
- AAPL
- MSFT
- IVV
- AMZN
- NVDA
- V
- NEE
Filing on May 06, 2025
Q1 2025
Northern Financial Advisors Inc
- SPY
- DIA
- AAPL
- NFLX
- WMT
- NVR
- MSFT
Filing on May 14, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Lewis Asset Management, LLC
- NVDA
- AAPL
- META
- AMZN
- BRK-B
- MSFT
- SDY
Filing on May 15, 2025
Q1 2025
Tiptree Advisors, LLC
- META
- BRK-B
- AMZN
- GOOGL
- JEPQ
- MSFT
- KNTK
Filing on May 08, 2025
Q1 2025