Largest Portfolios by Value
Filing on Apr 10, 2025
Q1 2025
Bremer Bank National Association
- SPY
- AGG
- ACWI
- AAPL
- NVDA
- IVV
- IWM
Filing on Apr 16, 2025
Q1 2025
Cra Financial Services, LLC
- AAPL
- SCHD
- AMZN
- SCHG
- QQQ
- MSFT
- VIG
Filing on Apr 14, 2025
Q1 2025
Robert Olstein
Olstein Capital Management, L.P.
- DIS
- LKQ
- ST
- BAX
- SLB
- JNJ
- BDX
Filing on May 14, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Northwest Bancshares, Inc.
- FNDX
- VCSH
- TLT
- AAPL
- IVV
- MSFT
- CHKP
Filing on May 15, 2025
Q1 2025
Bio Impact Capital LLC
- CGEM
- MDGL
- ZLAB
- EWTX
- LNTH
- PTCT
- NTRA
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Kemnay Advisory Services Inc.
- VNO
- EWJ
- COIN
- TSM
- BRK-B
- TMO
- V
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Greystone Financial Group, LLC
- SHYG
- BIV
- BSV
- BLV
- AAPL
- EMB
- WMT
Filing on May 15, 2025
Q1 2025
Broad Bay Capital Management, LP
- CVCO
- WIX
- WSC
- VSEC
- WDC
- TREX
- FIVE
Filing on May 15, 2025
Q1 2025
Cigna Investments Inc
- AAPL
- ITOT
- MSFT
- NVDA
- AMZN
- META
- BRK-B
Filing on May 15, 2025
Q1 2025
Bell Investment Advisors, Inc
- GBIL
- FNDX
- TDTT
- VMBS
- TLT
- FNDF
- SCHX
Filing on May 14, 2025
Q1 2025
Filing on Feb 12, 2025
Q4 2024
Private Portfolio Partners LLC
- VUG
- VTV
- VBK
- IEF
- VWO
- BIL
- VTEB
Filing on Oct 16, 2024
Q3 2024
Kowal Investment Group, LLC
- FBND
- BBUS
- FDL
- QTEC
- FBCG
- MDY
- ZECP
Filing on Apr 24, 2025
Q1 2025
Bordeaux Wealth Advisors LLC
- NVDA
- VTI
- AAPL
- GOOG
- MSFT
- BA
- GOOGL