Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Stonebridge Capital Advisors LLC
- AAPL
- VCSH
- MSFT
- GOOGL
- AMZN
- IVV
- VCIT
Filing on Apr 21, 2025
Q1 2025
Private Wealth Partners, LLC
- AAPL
- NVDA
- MSFT
- V
- AMZN
- GOOGL
- BRK-B
Filing on May 15, 2025
Q1 2025
Mane Global Capital Management LP
- APP
- APP
- CVNA
- SE
- CHWY
- DASH
- BURL
Filing on Apr 17, 2025
Q1 2025
Schaper Benz & Wise Investment Counsel Inc
- AAPL
- SYK
- WAT
- BRK-B
- AXP
- CSCO
- GOOG
Filing on May 06, 2025
Q1 2025
Advocacy Wealth Management Services, LLC
- SPLG
- DYNF
- SPDW
- SPTL
- IVW
- QUAL
- EMXC
Filing on Nov 10, 2022
Q3 2022
Ashfield Capital Partners, LLC
- AAPL
- MSFT
- GOOG
- UNH
- DHR
- COST
- TMO
Filing on May 14, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Lombard Odier Asset Management (Usa) Corp
- SPY
- AAL
- XOP
- GDX
- TLT
- NCLH
- CAR
Filing on May 12, 2025
Q1 2025
Berger Financial Group, Inc
- SCHD
- SCHG
- SCHX
- LMBS
- JCPB
- AAPL
- HTRB
Filing on May 15, 2025
Q1 2025
Kynam Capital Management, LP
- NTRA
- PCVX
- CLDX
- AMRN
- SNDX
- BCRX
- VRDN
Filing on May 02, 2025
Q1 2025
Parcion Private Wealth LLC
- VIGI
- DFEM
- AVUV
- IEFA
- QQQ
- GLDM
- COIN
Filing on May 01, 2025
Q1 2025
Alaska Permanent Capital Management
- SPY
- BND
- IJH
- IEFA
- NFRA
- IEMG
- BNDX
Filing on May 08, 2025
Q1 2025
Filing on Oct 16, 2023
Q3 2023
Rothschild Investment Corp
- AAPL
- JPM
- NVDA
- GOOGL
- CVX
- BX
- BRK-B
Filing on Jun 17, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Icon Wealth Advisors, LLC
- IVV
- ACN
- IUSB
- QUAL
- IVW
- DYNF
- MSFT
Filing on Nov 12, 2024
Q3 2024
Ensemble Capital
Ensemble Capital Management, LLC
- HD
- MA
- BKNG
- NFLX
- BR
- NVR
- GOOGL