Largest Portfolios by Value
Filing on Apr 10, 2025
Q1 2025
Naples Global Advisors, LLC
- AAPL
- MSFT
- IVV
- AVGO
- VOO
- SCHF
- TSM
Filing on May 15, 2025
Q1 2025
Cardiff Park Advisors, LLC
- DFAC
- VTI
- META
- DFAX
- DFUV
- SPY
- AAPL
Filing on Apr 28, 2025
Q1 2025
Silver Oak Securities, Inc
- FTCS
- CDC
- AAPL
- TSLA
- CGDV
- VTI
- JAAA
Filing on Apr 01, 2025
Q1 2025
First Financial Bank Trust Division
- IEFA
- SPY
- IWM
- IVV
- PG
- IJR
- JIRE
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Valiant Capital Management, L.P.
- GLD
- SPY
- IWM
- TSM
- AGX
- HDB
- ABR
Filing on May 16, 2025
Q1 2025
Yiheng Capital Management, L.P.
- JD
- BILI
- NOAH
- BILI
- AKRO
- EDU
- HTHT
Filing on May 07, 2025
Q1 2025
Brandywine Oak Private Wealth LLC
- SCHF
- VTV
- VUG
- VGIT
- VCIT
- VCSH
- SCHO
Filing on Feb 14, 2023
Q4 2022
Laurel Wealth Advisors, Inc.
- AAPL
- MSFT
- SPY
- UCON
- JEPI
- SHYG
- AMZN
Filing on Apr 24, 2025
Q1 2025
Sunbelt Securities, Inc.
- XOM
- NVDA
- MSFT
- AAPL
- IAU
- AMZN
- IVW
Filing on May 15, 2025
Q1 2025
Lombard Odier Asset Management (Europe) LTD
- AMZN
- CDNS
- NEE
- XYL
- TREX
- WPM
- CCK
Filing on May 15, 2025
Q1 2025
Concentric Capital Strategies, LP
- SPY
- ASHR
- QUAL
- RSP
- FAST
- DHR
- RSG
Filing on May 14, 2025
Q1 2025
Next Century Growth Investors LLC
- PAY
- ALHC
- ATRO
- PAR
- GDYN
- UTI
- VCEL
Filing on May 14, 2025
Q1 2025
Landscape Capital Management, L.L.C.
- MNST
- FOX
- KIO
- TPX
- EAT
- CUBE
- ALGN
Filing on Jan 25, 2024
Q4 2023
Filing on May 02, 2025
Q1 2025
First Business Financial Services, Inc.
- VTI
- IEFA
- IWF
- IJR
- DGRO
- IWD
- IJH
Filing on Apr 30, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025