Largest Portfolios by Value
Filing on Apr 29, 2025
Q1 2025
Stage Harbor Financial, LLC
- MUB
- VUG
- IWF
- EFV
- VTEB
- ACWX
- VB
Filing on Apr 25, 2025
Q1 2025
Keystone Financial Services, LLC
- VOOG
- PVAL
- SPLG
- PSFF
- FLQM
- JPSE
- IVV
Filing on Apr 22, 2025
Q1 2025
1858 Wealth Management, LLC
- AAPL
- MSFT
- CME
- NVDA
- META
- AME
- AMZN
Filing on May 20, 2025
Q1 2025
Blue Rock Wealth Management LLC
- SCHG
- DGRW
- QUAL
- VNLA
- JEPQ
- JAAA
- JMBS
Filing on Apr 15, 2025
Q1 2025
Axecap Investments, LLC
- TMUS
- MSI
- FTNT
- AVGO
- ABBV
- TRGP
- NOW
Filing on May 14, 2025
Q1 2025
University Of Wisconsin Foundation
- SE
- MDGL
- NU
- AKRO
- ETNB
- IVV
- SRPT
Filing on Apr 07, 2025
Q1 2025
Partnership Wealth Management, LLC
- LLY
- IJH
- IJR
- SPYV
- SPDW
- RSP
- IWF
Filing on May 15, 2025
Q1 2025
Monimus Capital Management, LP
- DLTR
- PLNT
- FIVE
- SPB
- PBPB
- MSGS
- RSKD
Filing on Apr 14, 2025
Q1 2025
Muirfield Wealth Advisors LLC
- RSP
- VGSH
- BRK-B
- SCHX
- VIG
- IJR
- IJH
Filing on Apr 11, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 10, 2025
Q1 2025
Fsa Investment Group, LLC
- SCHX
- VBK
- VIOV
- SCHP
- AGG
- VTI
- VTHR
Filing on Apr 30, 2025
Q1 2025
Processus Wealth & Capital Management, LLC
- NVDA
- AAPL
- IWY
- AMZN
- IWS
- MA
- JPM
Filing on Apr 21, 2025
Q1 2025
Davies Financial Advisors, Inc.
- QQQ
- SFLR
- SPY
- AAPL
- IAU
- MSFT
- HYG
Filing on Apr 10, 2025
Q1 2025
Sherrill & Hutchins Financial Advisory, Inc
- VONE
- FBND
- AVUV
- FLQM
- SCHK
- MCBS
- HD
Filing on May 15, 2025
Q1 2025
Goodlander Investment Management, LLC
- MTZ
- AGX
- AR
- CHK
- NRG
- DAR
- ETR
Filing on May 09, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025