Largest Portfolios by Value
Filing on Feb 18, 2025
Q4 2024
Vise Technologies, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- VCIT
- META
- GOOGL
Filing on Apr 15, 2025
Q1 2025
Sonora Investment Management Group, LLC
- AAPL
- MSFT
- AJG
- GOOG
- COST
- RSG
- JPM
Filing on May 02, 2025
Q1 2025
Litman Gregory Wealth Management LLC
- VOO
- IVV
- VEA
- IDEV
- VTI
- IJH
- VWO
Filing on May 15, 2025
Q1 2025
Texas Treasury Safekeeping Trust CO
- BND
- SPY
- VNLA
- VT
Filing on Nov 15, 2022
Q3 2022
Filing on May 15, 2025
Q1 2025
Digital Bridge Group, Inc.
- EQIX
- SBAC
- DLR
- CCOI
- CCI
- DOX
- T
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Recurrent Investment Advisors LLC
- ET
- LNG
- PBA
- TRGP
- SU
- CVE
- OKE
Filing on May 01, 2025
Q1 2025
Fifth Third Securities, Inc.
- VOO
- IVV
- QQQ
- SPY
- VTI
- VUG
- DGRO
Filing on Apr 25, 2025
Q1 2025
J.Safra Asset Management Corp
- QQQ
- XLK
- IWF
- XLF
- XLC
- XLE
- XLV
Filing on May 15, 2025
Q1 2025
Guardian Wealth Advisors, LLC
- ACIO
- DRSK
- SCHX
- OSCV
- BUFR
- VOO
- CGDV
Filing on May 15, 2025
Q1 2025
Analog Century Management LP
- TSM
- NVDA
- APH
- AVGO
- SNPS
- FN
- KLAC
Filing on May 08, 2025
Q1 2025
Plante Moran Financial Advisors, LLC
- VOO
- VXF
- VEA
- VV
- MUB
- AAPL
- SPY
Filing on May 14, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Vantage Investment Partners, LLC
- UNH
- EQT
- GOOG
- WAB
- NOC
- ORLY
- HEI
Filing on May 08, 2025
Q1 2025
Pro Vise Management Group, LLC
- DGRO
- BRK-B
- MSFT
- IGIB
- SPDW
- IWY
- JPM
Filing on May 07, 2025
Q1 2025
Cloud Alpha Capital Management Limited
- AMZN
- NVDA
- NVDA
- INTC
- META
- NVDA
- AMZN
Filing on Apr 21, 2025
Q1 2025
Tci Wealth Advisors, Inc.
- DFUS
- DFAS
- DFUV
- AVUV
- DFAC
- DFIV
- AVDV