Largest Portfolios by Value
Filing on Jul 11, 2025
Q2 2025
Kingstone Capital Partners Texas, LLC
- NVDA
- AAPL
- MSFT
- QQQ
- EVT
- META
- JEPI
Filing on Jul 17, 2025
Q2 2025
Filing on May 14, 2025
Q1 2025
Estabrook Capital Management
- MSFT
- JPM
- AAPL
- COST
- IBM
- HON
- JNJ
Filing on Jul 14, 2025
Q2 2025
Strategic Planning Group, LLC
- NVDA
- AMZN
- AAPL
- MSFT
- HYDB
- GOOG
- NFLX
Filing on Jul 09, 2025
Q2 2025
Filing on Apr 14, 2025
Q1 2025
Portside Wealth Group, LLC
- JPST
- AMZN
- MSFT
- SPYG
- V
- AAPL
- SPDW
Filing on May 06, 2025
Q1 2025
Gratus Wealth Advisors, LLC
- DGRO
- MGK
- QQQ
- QQEW
- IBDR
- IBDQ
- IBDS
Filing on Jul 08, 2025
Q2 2025
Allen Mooney & Barnes Investment Advisors LLC
- META
- AAPL
- GOOGL
- MSFT
- JPM
- AXP
- XOM
Filing on May 15, 2025
Q1 2025
Capital Investment Counsel, LLC
- BSCT
- BSCV
- AAPL
- AVGO
- FTSL
- MSFT
- HYDB
Filing on May 15, 2025
Q1 2025
Glen Eagle Advisors, LLC
- DGRW
- RSP
- SPY
- BKAG
- BUFT
- MSFT
- NVDA
Filing on May 07, 2025
Q1 2025
Serenus Wealth Advisors, LLC
- USFR
- SPY
- IVV
- QQQ
- DGRW
- IJH
- MDY
Filing on May 08, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Jun 26, 2025
Q1 2025
Goldman Sachs Group Inc
- AAPL
- SPY
- MSFT
- NVDA
- SPY
- AMZN
- META
Filing on Apr 28, 2025
Q1 2025
Clark Asset Management, LLC
- VEA
- VUG
- VTV
- VWO
- BNDX
- BSV
- VB
Filing on May 15, 2024
Q1 2024
Steward Partners Investment Solutions, LLC
- MSFT
- AAPL
- VOO
- ONEQ
- NVDA
- AMZN
- DXJ
Filing on May 12, 2025
Q1 2025