Largest Portfolios by Value
Filing on Apr 24, 2025
Q1 2025
Crescent Grove Advisors, LLC
- ZWS
- DNB
- IVV
- VOO
- SPY
- SHV
- ICE
Filing on May 14, 2025
Q1 2025
Ars Investment Partners, LLC
- AAPL
- GOOGL
- ASND
- AMZN
- NVDA
- MU
- FCX
Filing on Apr 30, 2025
Q1 2025
Cap Wealth Advisors, LLC
- BRK-B
- WMB
- PLTR
- MSFT
- RTX
- IBM
- DOW
Filing on May 13, 2025
Q1 2025
Amica Mutual Insurance CO
- IXUS
- AAPL
- MSFT
- NVDA
- AMZN
- META
- BRK-B
Filing on May 06, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Sol Capital Management CO
- SPLG
- VO
- QQQM
- CGGR
- PAXS
- CGXU
- PDO
Filing on May 15, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Clear Creek Financial Management, LLC
- SPLG
- IVW
- SPAB
- IVV
- DIA
- SPYG
- QQQ
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Voya Financial Advisors, Inc.
- VV
- BND
- VEU
- SPTL
- USIG
- IVV
- VXF
Filing on Apr 23, 2025
Q1 2025
Nadler Financial Group, Inc.
- VTV
- VTI
- VO
- VOO
- VUG
- VONG
- SCHG
Filing on Apr 22, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Levin Capital Strategies, L.P.
- MSFT
- JPM
- BK
- JNJ
- OI
- C
- CAT
Filing on May 05, 2025
Q1 2025
Verus Financial Partners, Inc.
- VTI
- BND
- AVSF
- VXUS
- VBR
- AVIG
- MGC
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Tortoise Investment Management, LLC
- IVV
- STIP
- SGOV
- AVUS
- VGLT
- BTT
- SCHP
Filing on Apr 22, 2025
Q1 2025
Harvey Investment CO LLC
- ORLY
- BRK-B
- TJX
- FAST
- VRSK
- JNJ
- ABT
Filing on May 07, 2025
Q1 2025
Miller Investment Management, LP
- SPY
- BILS
- BRK-B
- EFA
- VGSH
- META
- EWJ