Largest Portfolios by Value
Filing on May 06, 2025
Q1 2025
John G Ullman & Associates Inc
- EMR
- GLW
- OGE
- TSM
- CSCO
- IBM
- NVS
Filing on May 08, 2025
Q1 2025
Eagle Claw Capital Managment, LLC
- TPL
- GBTC
- NKE
- NVDA
- AAPL
- ABBV
- HD
Filing on May 13, 2025
Q1 2025
M Holdings Securities, Inc.
- IVV
- SPY
- VTV
- VCIT
- IJR
- SPSB
- MSFT
Filing on May 13, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Tarbox Family Office, Inc.
- IVV
- IJH
- AVEM
- IEFA
- IWM
- AVDE
- JCPB
Filing on Apr 07, 2025
Q1 2025
Nexus Investment Management Ulc
- JPM
- META
- AEP
- CSCO
- C
- GOOG
- ROST
Filing on Apr 21, 2025
Q1 2025
Strategic Point Investment Advisors, LLC
- SPY
- IEI
- IVV
- IVE
- ITOT
- IWF
- IAU
Filing on May 15, 2024
Q1 2024
Btg Pactual Global Asset Management LTD
- IWM
- SPY
- QQQ
- SPY
- ASHR
- AMZN
- FXI
Filing on Apr 18, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Financial Advisors Network, Inc.
- BND
- VEA
- VTV
- SCHG
- VUG
- VWO
- SCHV
Filing on Apr 23, 2025
Q1 2025
Kavar Capital Partners Group, LLC
- AAPL
- FNDX
- SCHX
- SCHF
- BRK-B
- NVDA
- GOOGL
Filing on May 02, 2025
Q1 2025
Concord Wealth Partners
- SPSB
- SPTI
- SHV
- SPIB
- HYBL
- NVDA
- SPDW
Filing on Aug 08, 2022
Q2 2022
Filing on Apr 11, 2025
Q1 2025
Radnor Capital Management, LLC
- MRK
- AZO
- XOM
- AAPL
- IBM
- JPM
- AXP
Filing on May 13, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Glassman Wealth Services
- VOO
- FNDX
- DGRW
- VEU
- DFAX
- DFAC
- SNA
Filing on Apr 14, 2025
Q1 2025
Destiny Wealth Partners, LLC
- JAAA
- VUG
- JCPB
- AMZN
- AAPL
- SYK
- TOTL
Filing on May 16, 2025
Q1 2025