Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on Jul 12, 2024
Q2 2024
Relative Value Partners Group, LLC
- AAPL
- NVDA
- VTV
- MSFT
- VUG
- QQQ
- AMZN
Filing on May 15, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Icici Prudential Asset Management CO LTD
- VOD
- VTRS
- ASHR
- CTSH
- MSFT
- AMZN
- AAPL
Filing on Apr 08, 2025
Q1 2025
Jgp Wealth Management, LLC
- IVV
- AAPL
- MSFT
- KLAC
- DGRO
- ITOT
- JPM
Filing on May 15, 2025
Q1 2025
First Trust Capital Management L.P.
- ITCI
- K
- BECN
- PYCR
- JWN
- PDCO
- ATSG
Filing on Apr 24, 2025
Q1 2025
Filing on Apr 10, 2025
Q1 2025
Ullmann Wealth Partners Group, LLC
- IVV
- LRGF
- ITOT
- DUHP
- DFCF
- DFIC
- SMLF
Filing on Apr 09, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Hartline Investment Corp
- BRK-A
- NVDA
- AAPL
- FLOT
- GOOGL
- AMZN
- MSFT
Filing on Apr 17, 2025
Q1 2025
Filing on May 27, 2025
Q1 2025
Amussen Hunsaker Associates LLC
- BRK-B
- AMZN
- AAPL
- META
- AXP
- MSFT
- GOOG
Filing on May 14, 2025
Q1 2025
Waddell & Associates, LLC
- MDY
- DGRW
- FNDA
- AUSF
- CAPE
- SCHK
- IEFA
Filing on Apr 24, 2025
Q1 2025
U S Global Investors Inc
- LUV
- AAL
- DAL
- UAL
- SKYW
- ALGT
- SNCY
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Iii, L.L.C.
- COIN
- HOOD
- SPLK
- DASH
- CYN
- AMPL
- SHPW
Filing on Apr 16, 2025
Q1 2025
Rtd Financial Advisors, Inc.
- IVV
- BND
- IJH
- GTO
- IWF
- IWP
- IWB
Filing on May 14, 2025
Q1 2025