Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Summit Creek Advisors LLC
- HQY
- ADUS
- CCCS
- PCTY
- CBZ
- SPSC
- DSGX
Filing on Feb 03, 2025
Q4 2024
Pekin Hardy Strauss, Inc.
- PHYS
- BRK-B
- CCJ
- AAPL
- XOM
- WCC
- CEF
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Iii, L.L.C.
- COIN
- HOOD
- SPLK
- DASH
- CYN
- AMPL
- SHPW
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Focused Wealth Management, Inc
- SPYG
- VTV
- QQQ
- SGOV
- VCIT
- VYM
- AAPL
Filing on Feb 05, 2025
Q4 2024
Parkside Financial Bank & Trust
- AAPL
- IWF
- VONG
- VONV
- MSFT
- IWD
- ACN
Filing on Feb 14, 2025
Q4 2024
Trybe Capital Management LP
- NVDA
- SMH
- BA
- NVDA
- GOOGL
- GOOGL
- AAPL
Filing on Jan 15, 2025
Q4 2024
Relyea Zuckerberg Hanson LLC
- VUG
- VTV
- IWF
- IWD
- MSFT
- VEA
- AAPL
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 06, 2025
Q4 2024
Insight Wealth Strategies, LLC
- USMV
- CVX
- LQD
- MBB
- QUAL
- VIGI
- GSIE
Filing on Jan 27, 2025
Q4 2024
Beach Investment Counsel Inc/Pa
- EPD
- ET
- VST
- MPLX
- AMZN
- GOOGL
- NEE
Filing on Jan 16, 2025
Q4 2024
Mechanics Bank Trust Department
- AAPL
- SPY
- MSFT
- GOOGL
- JEPI
- COST
- LQD
Filing on Feb 03, 2025
Q4 2024
Mattern Capital Management, LLC
- AAPL
- MSFT
- COST
- WMT
- GWW
- LOW
- BRO
Filing on Jan 27, 2025
Q4 2024
Wt Asset Management LTD
- NVDA
- TSM
- AMZN
- META
- BABA
- CRM
- BEKE
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Ascent Wealth Partners, LLC
- IWF
- QQQ
- AAPL
- MDY
- QUAL
- MSFT
- PAUG
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
River Wealth Advisors LLC
- IWM
- AAPL
- IWR
- MSFT
- IVV
- NVDA
- GOOGL