Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Post Resch Tallon Group Inc.
- IVV
- IWV
- BNL
- QQQ
- VIG
- BRK-B
- COWZ
Filing on May 06, 2025
Q1 2025
Uptown Financial Advisors LLC
- VUG
- VO
- IJR
- SPYV
- BSV
- SPEM
- BIV
Filing on Apr 14, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Ag Asset Advisory, LLC
- META
- DFUS
- DFUV
- DFIV
- DFAT
- DFAS
- MINT
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Potomac Fund Management Inc /Adv
- SECT
- BUYW
- GILD
- MSFT
- MCD
- JPM
- WFC
Filing on May 13, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Shepherd Wealth Management LTD Liability CO
- NVDA
- PLTR
- TSLA
- CRWD
- AMZN
- AAPL
- BRK-B
Filing on Apr 14, 2025
Q1 2025
Panoramic Capital Partners, LLC
- IVV
- OEF
- SGOV
- IJR
- IJH
- MSFT
- AAPL
Filing on Apr 16, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Bingham Private Wealth, LLC
- MSFT
- BIL
- AMZN
- AAPL
- SPY
- NVDA
- AVGO
Filing on May 13, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Safe Harbor Fiduciary, LLC
- SPY
- QQQ
- AAPL
- OKE
- ADME
- PFF
- BND
Filing on May 12, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Rolek Wealth Management LLC
- VUG
- VOO
- VTI
- VGT
- ITOT
- MSFT
- MGK
Filing on May 13, 2025
Q1 2025
Qsv Equity Investors LLC
- DORM
- EXLS
- OZK
- BRC
- GBCI
- PRI
- CPRX