Largest Portfolios by Value
Filing on Apr 18, 2025
Q1 2025
Market Street Wealth Management Advisors LLC
- DFCF
- DFSD
- DUHP
- SPLG
- DFIC
- VTV
- BNDX
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Elk River Wealth Management, LLC
- SDY
- RSP
- IJR
- IVV
- JIRE
- AAPL
- MSFT
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Ellenbecker Investment Group
- IVV
- AGG
- IWF
- VB
- IWD
- VWO
- VEA
Filing on May 08, 2025
Q1 2025
Pettyjohn, Wood & White, Inc
- AAPL
- MSFT
- SPY
- BRK-B
- JPM
- PG
- GOOGL
Filing on May 13, 2025
Q1 2025
American Money Management, LLC
- VGSH
- VCSH
- AAPL
- MSFT
- BIV
- JCPB
- VEA
Filing on May 14, 2025
Q1 2025
Simcoe Capital Management, LLC
- SEAS
- GIL
- ABG
- GO
- JBL
- FLEX
- DFIN
Filing on Feb 13, 2024
Q4 2023
Bridgecreek Investment Management, LLC
- NVDA
- AAPL
- AMZN
- IDXX
- ISRG
- ADBE
- CRM
Filing on May 15, 2025
Q1 2025
Tolleson Wealth Management, Inc.
- LRGF
- QUS
- INTF
- ITOT
- VONG
- VEU
- SPY
Filing on May 12, 2025
Q1 2025
Sloy Dahl & Holst, LLC
- TSLA
- AAPL
- NVDA
- COIN
- PLTR
- GBTC
- AMZN
Filing on Apr 10, 2025
Q1 2025
Thrive Wealth Management, LLC
- VTV
- SCHG
- SPY
- AAPL
- INTF
- VUG
- VOO
Filing on May 15, 2025
Q1 2025
Paloma Partners Management CO
- SPY
- HYG
- ALGM
- TXN
- TLT
- CRM
- HYG
Filing on May 06, 2025
Q1 2025
Tufton Capital Management
- MSFT
- AAPL
- JPM
- ADP
- GOOG
- TJX
- AMZN
Filing on May 14, 2025
Q1 2025
Huber Capital Management LLC
- KBR
- BP
- GLNG
- RCII
- C
- PM
- LLY
Filing on Apr 16, 2025
Q1 2025
Pathway Financial Advisors LLC
- GBIL
- VTV
- VUG
- VO
- VGIT
- SPY
- IEMG
Filing on May 15, 2025
Q1 2025
P2 Capital Partners, LLC
- CBZ
- JBT
- ACHC
- TNC
- IAS
- HSIC
- BLKB
Filing on May 06, 2025
Q1 2025