Largest Portfolios by Value
Filing on May 12, 2025
Q1 2025
Gardner Lewis Asset Management L P
- NVDA
- ITCI
- FBMS
- MA
- BECN
- AAPL
- AMZN
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Pettinga Financial Advisors, LLC
- IVV
- QUAL
- IVW
- LRGF
- IVE
- GLD
- PRF
Filing on May 06, 2025
Q1 2025
Drive Wealth Management, LLC
- IVV
- VEA
- BRK-A
- AAPL
- VWO
- BBUS
- VO
Filing on May 02, 2025
Q1 2025
Schwarz Dygos Wheeler Investment Advisors LLC
- BRK-B
- AAPL
- DFAU
- PHYS
- DGRO
- DVY
- DFAI
Filing on May 13, 2025
Q1 2025
High Falls Advisors, Inc
- IVV
- IUSB
- QUAL
- IVW
- DYNF
- IVE
- EFV
Filing on Apr 22, 2025
Q1 2025
Spinnaker Investment Group, LLC
- DFAU
- SCHD
- DGRW
- DFAI
- BRK-A
- MSFT
- STOT
Filing on May 15, 2025
Q1 2025
Calton & Associates, Inc.
- QQQ
- AAPL
- SPY
- COWZ
- USFR
- SPLG
- VRIG
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Greenspring Advisors, LLC
- DFAC
- DFAX
- AGG
- DFIC
- AVUS
- DFEM
- AAPL
Filing on May 09, 2025
Q1 2025
Element Pointe Advisors, LLC
- IVV
- SHY
- SPY
- JEPI
- XLV
- VOO
- QUAL
Filing on May 14, 2025
Q1 2025
Filing on Jan 08, 2024
Q4 2023
Traverso Chambers Private Wealth Management, LLC
- SPY
- SPAB
- VGSH
- TLH
- QQQ
- SCHO
- SCHF
Filing on May 14, 2025
Q1 2025
Silverarc Capital Management, LLC
- VRNA
- MRUS
- NUVL
- AKRO
- INSM
- KALV
- VCYT
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
First Pacific Financial
- JCPB
- VUG
- MDYV
- VCIT
- JPST
- NUBD
- FNDA