Largest Portfolios by Value
Filing on May 07, 2025
Q1 2025
Mrp Capital Investments, LLC
- IVV
- GOOG
- IJR
- AAPL
- GLD
- META
- FTNT
Filing on Apr 24, 2025
Q1 2025
Journey Beyond Wealth, LLC
- VOO
- VEU
- VXF
- VEA
- VTV
- VUG
- SCHD
Filing on May 12, 2025
Q1 2025
Turning Point Benefit Group, Inc.
- BIL
- WWJD
- SPLG
- FLOT
- WPM
- CGMS
- SPEM
Filing on May 13, 2025
Q1 2025
Stephen J. Garry & Associates, LLC
- VUG
- BND
- IAU
- VOO
- BIV
- SPY
- VTV
Filing on May 12, 2025
Q1 2025
Pcg Asset Management, LLC
- SPY
- BSV
- BIV
- SHY
- AAPL
- SGOV
- XLY
Filing on Apr 11, 2023
Q1 2023
Catalyst Wealth Management, LLC
- AAPL
- MSFT
- FVD
- FTCS
- RDVY
- COWZ
- XLE
Filing on Apr 16, 2025
Q1 2025
Puff Wealth Management, LLC
- JPM
- RGA
- PSA
- AAPL
- MS
- AMG
- WFC
Filing on May 12, 2025
Q1 2025
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
- MSFT
- AAPL
- NVDA
- AMZN
- GOOGL
- V
- META
Filing on May 07, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Filing on May 19, 2025
Q1 2025
Smith Asset Management Co., LLC
- BRK-B
- ARCC
- MCI
- JPI
- AWF
- DNP
- RFI
Filing on May 08, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Adg Wealth Management Group, LLC
- IVW
- RSP
- JEPI
- IVE
- JEPQ
- DGRO
- VYMI
Filing on Apr 28, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Jordan Park Trust CO LLC
- IOT
- IEMG
- GOVT
- IAU
- AAPL
- VNQ
- MSFT
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Cornerstone Select Advisors, LLC
- AVGO
- NVDA
- AAPL
- T
- CVX
- ARCC
- MSFT