Largest Portfolios by Value
Filing on Apr 24, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
True Link Financial Advisors, LLC
- BIV
- BSV
- IVV
- ITOT
- SPIB
- SHV
- IEFA
Filing on Aug 14, 2023
Q2 2023
Filing on Aug 08, 2023
Q2 2023
Vigilant Capital Management, LLC
- AAPL
- MSFT
- JPM
- ACN
- V
- ABT
- UNH
Filing on May 14, 2025
Q1 2025
Quinn Opportunity Partners LLC
- PTON
- ABNB
- CVS
- JNPR
- CMCSA
- FYBR
- GOOGL
Filing on Apr 30, 2025
Q1 2025
Cryder Capital Partners LLP
- HCA
- CHTR
- META
- TMO
- GOOG
- MSFT
- BX
Filing on Nov 14, 2022
Q3 2022
Corient Capital Partners, LLC
- VOOG
- MSFT
- IVV
- AAPL
- GOOG
- VEA
- MDY
Filing on May 07, 2025
Q1 2025
Sather Financial Group Inc
- BRK-B
- GOOG
- MSFT
- V
- MNST
- SPGI
- PAYC
Filing on May 02, 2025
Q1 2025
Sage Mountain Advisors LLC
- JAAA
- JQUA
- VTI
- QUAL
- IQLT
- VOO
- GBDC
Filing on May 15, 2025
Q1 2025
Rush Island Management, LP
- VTR
- O
- KRC
- NNN
- FRT
- REXR
- SBAC
Filing on Apr 21, 2025
Q1 2025
Evanson Asset Management, LLC
- DFAC
- PHYS
- AAPL
- DFAS
- DFAX
- DFUS
- DFAT
Filing on May 02, 2025
Q1 2025
General American Investors CO Inc
- RSG
- BRK-A
- MSFT
- AAPL
- TJX
- GOOG
- ACGL
Filing on Apr 25, 2025
Q1 2025
Essex Financial Services, Inc.
- AAPL
- QQQ
- MSFT
- VOOG
- GLD
- SPY
- CODI
Filing on May 01, 2025
Q1 2025
Fukoku Mutual Life Insurance CO
- AVGO
- MSFT
- ABBV
- KO
- MRK
- JPM
- CSCO
Filing on May 14, 2025
Q1 2025
Bok Financial Private Wealth, Inc.
- VOO
- VUG
- VTV
- IJH
- VEA
- IWB
- VXUS
Filing on Feb 07, 2023
Q4 2022
Gamble Jones Investment Counsel
- PG
- AAPL
- MSFT
- TXN
- GOOGL
- BRK-B
- AMZN
Filing on Apr 16, 2025
Q1 2025
Patriot Investment Management Inc.
- VTI
- BND
- VEA
- VCIT
- VEU
- VWO
- VCSH
Filing on Apr 14, 2025
Q1 2025