Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Main Street Investment Advisors LLC
- IJH
- EFA
- AAPL
- MSFT
- VGSH
- JPM
- IJR
Filing on Apr 30, 2025
Q1 2025
Black Diamond Financial, LLC
- MGV
- MGK
- AGG
- SPTI
- SCHV
- SCHG
- MGC
Filing on Apr 18, 2024
Q1 2024
Filing on Apr 30, 2025
Q1 2025
Moloney Securities Asset Management, LLC
- TFLO
- AAPL
- MSFT
- AMZN
- QQQ
- SPTM
- NVDA
Filing on Nov 12, 2024
Q3 2024
9258 Wealth Management, LLC
- NVDA
- SPYG
- AAPL
- IWY
- PG
- MSFT
- DGRO
Filing on May 06, 2025
Q1 2025
Navellier & Associates Inc
- NVDA
- LLY
- COKE
- COST
- PGR
- PWR
- EME
Filing on Apr 28, 2025
Q1 2025
Capital Investment Counsel, Inc
- AAPL
- NVDA
- COST
- WMT
- AMZN
- MSFT
- GOOG
Filing on May 13, 2025
Q1 2025
Dean Investment Associates, LLC
- WEC
- CVX
- MO
- JNJ
- XEL
- JPM
- FLRN
Filing on Apr 10, 2025
Q1 2025
Viking Fund Management LLC
- NEE
- AVGO
- CVX
- BMY
- ABBV
- TRP
- PEP
Filing on May 12, 2025
Q1 2025
Keystone Investors Pte LTD
- META
- SE
- MU
- HTHT
- QFIN
- PINS
- MSFT
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Revolve Wealth Partners, LLC
- VTI
- IEFA
- IVAL
- HYMB
- QMOM
- ITAN
- SYLD
Filing on May 22, 2025
Q1 2025
Patton Albertson Miller Group, LLC
- NVDA
- IVV
- AAPL
- ITOT
- IYW
- MSFT
- CVLG
Filing on May 08, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Minneapolis Portfolio Management Group, LLC
- GLW
- SONY
- CSCO
- BPOP
- NEM
- DE
- CAT
Filing on May 15, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
American Financial Advisors, LLC
- QQQ
- BRK-B
- VIG
- IWB
- VIGI
- FTCS
- VBK