Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on Jul 22, 2025
Q2 2025
Duncan Williams Asset Management, LLC
- SPLG
- VOO
- JCPB
- SCHF
- FBND
- MGV
- BSCP
Filing on Jul 22, 2025
Q2 2025
Kickstand Ventures, Llc.
- SPLG
- VOO
- JCPB
- SCHF
- FBND
- MGV
- BSCP
Filing on Apr 11, 2025
Q1 2025
Towneley Capital Management, Inc / De
- VTI
- VXUS
- VGIT
- WINN
- VCSH
- SGOL
- SCHD
Filing on May 09, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Morgan Stanley Institutional Investment Advisors LLC
- ENB
- NHC
- CHK
Filing on May 01, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Filing on Apr 19, 2024
Q1 2024
American National Bank & Trust CO /Va/
- MSFT
- AAPL
- NVDA
- SPY
- BRK-B
- GOOG
- AMZN
Filing on May 13, 2025
Q1 2025
Filing on Nov 14, 2024
Q3 2024
Filing on May 15, 2025
Q1 2025
Crawford Fund Management, LLC
- BA
- UBER
- LNG
- SAM
- UNH
- UTHR
- ROKU
Filing on May 14, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Cornerstone Planning Group LLC
- QQQ
- VEA
- BIV
- FNDX
- SMLF
- IMCG
- HYDB
Filing on May 15, 2025
Q1 2025
Taconic Capital Advisors LP
- ITCI
- VTOL
- GNL
- ENRFF
- CBL
- SGRY
- ATUS
Filing on Apr 21, 2025
Q1 2025
Cherry Tree Wealth Management, LLC
- SPIB
- BND
- SPSB
- VTV
- VEA
- IVV
- FLRN
Filing on Jul 14, 2025
Q2 2025
Able Financial Group, LLC
- DFAC
- FBND
- RDVY
- JMUB
- IDEV
- AVUV
- IGSB
Filing on May 15, 2025
Q1 2025