Largest Portfolios by Value
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Shulman De Meo Asset Management LLC
- SPY
- AAPL
- IVV
- EFA
- IJR
- SDY
- XLK
Filing on Feb 12, 2025
Q4 2024
Mitchell Sinkler & Starr
- MSFT
- AAPL
- GOOGL
- JPM
- ABT
- HD
- EMR
Filing on Feb 14, 2025
Q4 2024
Bain Capital Life Sciences Investors, LLC
- NUVL
- PHVS
- SVRA
- OLMA
- ANNX
- XFOR
- MRSN
Filing on Jan 31, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
White Pine Investment CO
- BRK-B
- GOOGL
- FNDX
- GSIE
- USMV
- MSFT
- SFM
Filing on Feb 03, 2025
Q4 2024
Integral Investment Advisors, Inc.
- BRK-A
- VOO
- SPIB
- QQQ
- BJAN
- BJUL
- BAPR
Filing on Jan 23, 2025
Q4 2024
Franklin, Parlapiano, Turner & Welch, LLC
- VOO
- REZ
- BIV
- IWB
- MSFT
- HLI
- XOM
Filing on Feb 14, 2025
Q4 2024
Untitled Investments LP
- TRU
- CPNG
- MSFT
- MELI
- GOOGL
- WDAY
- FND
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Shakespeare Wealth Management, Inc.
- VOOV
- VOOG
- AGG
- FBND
- VOE
- VBR
- SCZ
Filing on Feb 12, 2025
Q4 2024
First Wilshire Securities Management Inc
- SGOV
- EZPW
- MTRX
- ECVT
- SIGA
- BIL
- CRNT
Filing on Feb 14, 2025
Q4 2024
Dafna Capital Management LLC
- XBI
- STXS
- RVMD
- ATRC
- MRUS
- CYTK
- ASND
Filing on Jan 17, 2025
Q4 2024
Smi Advisory Services, LLC
- QQQM
- BSCP
- SPY
- BIV
- IVV
- HYG
- IWF
Filing on Nov 14, 2022
Q3 2022
Filing on Feb 10, 2025
Q4 2024
Mystic Asset Management, Inc.
- AAPL
- MSFT
- NVDA
- AVGO
- JPM
- QQQ
- META
Filing on Feb 05, 2025
Q4 2024
Altrius Capital Management Inc
- TTE
- TM
- BTI
- BP
- DPSGY
- CNHI
- SNY