Largest Portfolios by Value
Filing on Aug 09, 2023
Q2 2023
Financial Architects, Inc
- AAPL
- SCHB
- SCHD
- MSFT
- JEPI
- TSLA
- USMV
Filing on Apr 16, 2025
Q1 2025
Parkside Investments, LLC
- IWM
- IGSB
- IVV
- IEFA
- IEMG
- JPST
- AAPL
Filing on May 15, 2025
Q1 2025
Ashford Capital Management Inc
- SNEX
- LGND
- CVCO
- VTI
- HQY
- CPRT
- CLBT
Filing on May 15, 2025
Q1 2025
Occidental Asset Management, LLC
- NVDA
- AAPL
- FLOT
- SPSB
- SPIB
- MSFT
- BNDC
Filing on Apr 17, 2025
Q1 2025
D'Orazio & Associates, Inc.
- VTI
- BAH
- BRK-B
- JPIE
- IQLT
- DGRO
- QQQM
Filing on May 15, 2025
Q1 2025
Keebeck Wealth Management, LLC
- IVV
- QUAL
- VGT
- GBIL
- AAPL
- MSFT
- EFV
Filing on May 15, 2025
Q1 2025
Pinnacle Wealth Planning Services, Inc.
- FLTR
- ET
- SPSM
- SPYV
- SPAB
- AAPL
- SPYG
Filing on Apr 30, 2025
Q1 2025
Filing on Jun 05, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Onyx Bridge Wealth Group LLC
- IVV
- COWZ
- VUG
- QQQ
- AGG
- AAPL
- SHV
Filing on Apr 17, 2025
Q1 2025
Stockman Wealth Management, Inc.
- IJR
- IGSB
- MBB
- IDEV
- AAPL
- IJH
- BRK-B
Filing on Apr 24, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 16, 2025
Q1 2025
Dynamic Technology Lab Private LTD
- JNPR
- LVS
- AMZN
- EAT
- SFM
- PRIM
- BOOT
Filing on Apr 15, 2025
Q1 2025
Thompson Investment Management, Inc.
- GOOGL
- MSFT
- XOM
- WBD
- C
- JPM
- LKQ
Filing on Apr 21, 2025
Q1 2025
Green Square Capital Advisors LLC
- VOO
- QQQ
- NVDA
- DIA
- DSTL
- GOOGL
- IVV
Filing on May 13, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Tfc Financial Management
- IVV
- IDEV
- SHY
- IEMG
- DFUV
- JQUA
- DFAT