Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Land & Buildings Investment Management, LLC
- NHI
- FR
- AMH
- EXR
- VTR
- EQR
- AIV
Filing on Apr 11, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Welch Capital Partners LLC
- VOO
- SPY
- BX
- SPLG
- GOOG
- VGT
- XLV
Filing on May 13, 2025
Q1 2025
Tiff Advisory Services Inc
- VT
- XLF
- NVDA
- AAPL
- VFH
- XLV
- XLK
Filing on May 09, 2025
Q1 2025
Filing on May 28, 2025
Q1 2025
Anson Funds Management LP
- MTCH
- NNDM
- EWC
- TPX
- FIVN
- IAG
- CCO
Filing on Feb 07, 2023
Q4 2022
Sanford Advisory Services, LLC
- USMV
- GSLC
- IJH
- IVV
- SYK
- DGRO
- AAPL
Filing on Oct 20, 2023
Q3 2023
Private Asset Management Inc
- QCOM
- AAPL
- MSFT
- GOOG
- COST
- V
- AMZN
Filing on Apr 22, 2025
Q1 2025
Minich Mac Gregor Wealth Management, LLC
- MINT
- IYF
- SCHG
- SCHD
- MOAT
- IYC
- HYGH
Filing on Apr 30, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Owls Nest Partners Ia, LLC
- TBBK
- GSHD
- ENSG
- EPAM
- PCTY
- TGLS
- WMS
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Kimmeridge Energy Management Company, LLC
- CHK
- CIVI
Filing on Apr 24, 2025
Q1 2025
Ocean Capital Management, LLC
- AAPL
- COST
- AMZN
- GOOGL
- NVDA
- MSFT
- GOOG
Filing on May 05, 2025
Q1 2025
Wealth Dimensions Group, Ltd.
- VGSH
- DFAI
- PG
- VONV
- IVV
- BSV
- VYM
Filing on Oct 21, 2024
Q3 2024
Northwest Investment Counselors, LLC
- MSFT
- SCHF
- AAPL
- ORCL
- SCHA
- SCHX
- SCHZ
Filing on Apr 23, 2025
Q1 2025
Mattern Wealth Management LLC
- DFAC
- DFSD
- AVUS
- MSFT
- AAPL
- DFIC
- DFNM
Filing on Apr 30, 2025
Q1 2025
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- RSP