Largest Portfolios by Value
Filing on Oct 30, 2024
Q3 2024
Cary Street Partners Asset Management LLC
- TACK
- VTV
- SPYG
- VUG
- JEPI
- VONV
- SPSM
Filing on May 12, 2025
Q1 2025
Managed Asset Portfolios, LLC
- MSFT
- SNY
- CEF
- CSCO
- NFG
- JNJ
- META
Filing on May 14, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Hanson & Doremus Investment Management
- SCHB
- VGIT
- VCIT
- VEA
- ESGV
- VWO
- MSFT
Filing on Apr 14, 2025
Q1 2025
Patriot Financial Group Insurance Agency, LLC
- IVV
- IVE
- AAPL
- MSFT
- IJR
- SCHG
- BRK-B
Filing on May 09, 2025
Q1 2025
Technology Crossover Management X, Ltd.
- NU
- RKT
- TOST
- PTON
- GTLB
- GDRX
Filing on Oct 14, 2022
Q3 2022
Redpoint Investment Management Pty LTD
- MSFT
- AMZN
- GOOGL
- GOOG
- UNH
- JNJ
- XOM
Filing on Apr 30, 2025
Q1 2025
Vision Capital Management, Inc.
- IVV
- VEA
- AAPL
- IJR
- VBK
- VWO
- MSFT
Filing on Jul 09, 2024
Q2 2024
Filing on May 15, 2025
Q1 2025
Main Management Fund Advisors LLC
- IVV
- SMH
- QQQM
- XLU
- XLC
- XLY
Filing on Apr 14, 2025
Q1 2025
Ars Wealth Advisors Group, LLC
- SPTM
- USMV
- MSFT
- JPM
- AVGO
- QUAL
- XOM
Filing on Jun 04, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Wilkins Investment Counsel Inc
- NEM
- ADP
- IBM
- CB
- PG
- MRK
- CTVA
Filing on May 14, 2025
Q1 2025
B&D White Capital Company, LLC
- GOOGL
- AVUS
- AMZN
- SCHG
- VUG
- QQQM
- AVLV
Filing on May 15, 2025
Q1 2025
Southern Farm Bureau Life Insurance
- VOO
- SPY
- MOAT
- TUA
- RSP
- IEMG
- IEFA
Filing on May 14, 2025
Q1 2025
Archetype Wealth Partners
- VOO
- MUB
- BND
- IEFA
- SPY
- VCIT
- IEF
Filing on May 06, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
George Kaiser Family Foundation
- BOKF
- EE
- ASPN
- SPY
- IWL
- INTA
- NOW