Largest Portfolios by Value
Filing on Apr 21, 2025
Q1 2025
Segment Wealth Management, LLC
- VTI
- BRK-B
- BRK-A
- SPGI
- QQQ
- AAPL
- AVGO
Filing on Apr 29, 2025
Q1 2025
Pacific Heights Asset Management LLC
- TPL
- PLTR
- META
- NVDA
- FCX
- COST
- AVGO
Filing on May 09, 2025
Q1 2025
Center Book Partners LP
- MSFT
- V
- AMZN
- GOOGL
- META
- BKNG
- BRK-B
Filing on May 15, 2025
Q1 2025
Oxford Financial Group LTD
- VTI
- INFL
- LLY
- MUB
- ISRG
- DSTL
- AVUV
Filing on Oct 26, 2022
Q3 2022
Wipfli Financial Advisors Llc,
- IDEV
- AVUS
- AVEM
- AVDE
- AVUV
- AVDV
- DFAT
Filing on May 15, 2025
Q1 2025
Atlas Infrastructure Partners (Uk) Ltd.
- EXC
- PNW
- EIX
- ED
- POR
- PCG
Filing on Aug 11, 2022
Q2 2022
Filing on Apr 04, 2025
Q1 2025
Legacy Private Trust Co.
- IVV
- VTI
- SPTM
- VEA
- AAPL
- VXF
- NVDA
Filing on May 05, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Franklin Street Advisors Inc
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- META
- JPM
Filing on May 15, 2025
Q1 2025
Siemens Fonds Invest Gmb H
- AAPL
- MSFT
- NVDA
- AMZN
- META
- GOOGL
- GOOG
Filing on May 13, 2025
Q1 2025
Boston Family Office LLC
- AAPL
- MSFT
- V
- AMZN
- GOOG
- BRK-B
- UNP
Filing on Apr 28, 2025
Q1 2025
Resonant Capital Advisors, LLC
- IVV
- JMST
- MEAR
- SGOV
- SCHR
- DSTL
- VIG
Filing on May 12, 2025
Q1 2025
Leith Wheeler Investment Counsel Ltd.
- IVV
- WFC
- MDT
- EA
- GOOGL
- LHX
- HSIC
Filing on May 15, 2025
Q1 2025
Aureus Asset Management, LLC
- MSFT
- V
- AMZN
- META
- AAPL
- GOOGL
- SCHW
Filing on Apr 15, 2025
Q1 2025