Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Golden State Wealth Management, LLC
- IVV
- AAPL
- AGG
- FVD
- QQQ
- WINN
- AMZN
Filing on May 01, 2025
Q1 2025
Turtle Creek Wealth Advisors, LLC
- VOO
- IEFA
- XLF
- AAPL
- OWL
- MSFT
- NVDA
Filing on May 15, 2025
Q1 2025
Manchester Global Management (Uk) LTD
- UNH
- AMZN
- ADI
- DHR
- SNOW
- V
- PCOR
Filing on May 08, 2025
Q1 2025
Abacus Wealth Partners, LLC
- DFSB
- DFAT
- NUSC
- JSTC
- DFSU
- NUEM
- NUMV
Filing on Apr 16, 2025
Q1 2025
Goldstone Financial Group, LLC
- VOO
- BUFR
- QQQ
- VTV
- JQUA
- IVV
- VTI
Filing on Nov 14, 2024
Q3 2024
Filing on May 15, 2025
Q1 2025
Irenic Capital Management LP
- TGI
- RSVR
- AIV
- SHC
- BASE
- FWRD
- TBPH
Filing on Apr 01, 2025
Q1 2025
Cullen Investment Group, Ltd.
- BRK-B
- AAPL
- MSFT
- WMT
- JPM
- ETN
- GOOG
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Wealth Management Nebraska
- SPIB
- AVSC
- DFIV
- DFUS
- AVLV
- SPLG
- AVDV
Filing on Apr 21, 2025
Q1 2025
Jamison Private Wealth Management, Inc.
- AAPL
- MSFT
- NVDA
- UPS
- VMC
- LLY
- WM
Filing on May 14, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Phocas Financial Corp.
- SKYW
- WTFC
- NXST
- ATGE
- CASH
- FRME
- PFBC
Filing on May 06, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
One River Asset Management, LLC
- MSFT
- AMD
- CVX
- CVX
- GOOG
- SPY
- SQ
Filing on Apr 28, 2025
Q1 2025
Gr Financial Group, LLC
- IVV
- SPY
- META
- AAPL
- MSFT
- AMZN
- SPLG
Filing on Apr 21, 2025
Q1 2025
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- AMZN
- XLF
- USIG