Largest Portfolios by Value
Filing on Apr 29, 2025
Q1 2025
Garrett Wealth Advisory Group, LLC
- ET
- EPS
- SPYG
- PRF
- QUS
- JHMM
- SPDW
Filing on May 01, 2025
Q1 2025
Satovsky Asset Management LLC
- IVV
- VTIP
- AVUV
- DIHP
- DUHP
- BRK-B
- VTI
Filing on Nov 13, 2024
Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC
- FBND
- SPDW
- SPYG
- SPYV
- VIG
- IEF
- FLTR
Filing on Apr 18, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Marino, Stram & Associates LLC
- VYM
- IVV
- SDY
- VTV
- VUG
- IJH
- IJR
Filing on Oct 02, 2024
Q3 2024
M&R Capital Management Inc
- AAPL
- AVGO
- BRK-B
- GOOGL
- LOW
- AMZN
- V
Filing on Apr 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Truvestments Capital LLC
- BRK-B
- NVDA
- QQQ
- AAPL
- AVGO
- QCOM
- MSFT
Filing on May 15, 2025
Q1 2025
Ardsley Advisory Partners LP
- FLR
- AVGO
- AGI
- OKTA
- ORCL
- ICLN
- MELI
Filing on May 15, 2025
Q1 2025
Avidity Partners Management LP
- BSX
- UNH
- HUM
- HUM
- NTRA
- REGN
- EXAS
Filing on May 05, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Triasima Portfolio Management Inc.
- RY
- AGI
- KGC
- SHOP
- BMO
- MFC
- CM
Filing on Apr 28, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Mcrae Capital Management Inc
- CHKP
- MSFT
- WSM
- NDAQ
- LOW
- OMC
- KEYS
Filing on May 12, 2025
Q1 2025
Herald Investment Management LTD
- FN
- PEGA
- SIMO
- DSGX
- VRNS
- RDWR
- CYBR
Filing on Apr 28, 2025
Q1 2025
Fsm Wealth Advisors, LLC
- JMST
- BOND
- JPIB
- JAVA
- VTI
- VT
- VWO
Filing on May 05, 2025
Q1 2025