Largest Portfolios by Value
Filing on Oct 04, 2022
Q3 2022
Bowling Portfolio Management LLC
- AAPL
- MSFT
- GOOGL
- AMZN
- SCHX
- BRKB
- PG
Filing on Apr 21, 2025
Q1 2025
Ug Investment Advisers Ltd.
- BABA
- QCOM
- MU
- BEKE
- AAPL
- AMKR
- VCSH
Filing on Apr 22, 2025
Q1 2025
Smith & Howard Wealth Management, LLC
- AGG
- VTI
- IEFA
- VTV
- JMUB
- BND
- VEA
Filing on Apr 17, 2025
Q1 2025
Advanced Asset Management Advisors Inc
- VOO
- IVV
- TMUS
- V
- MSFT
- WMT
- AAPL
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Opaleye Management Inc.
- HROW
- ETON
- LQDA
- RYTM
- CDXS
- IMNM
- TGTX
Filing on May 06, 2025
Q1 2025
Winthrop Capital Management, LLC
- VGT
- SPSB
- LLY
- SCHX
- SCHD
- IEFA
- VFH
Filing on May 15, 2025
Q1 2025
Mic Capital Management Uk LLP
- HAYW
- RXRX
- CPNG
- QSR
- GRAB
- BABA
- META
Filing on May 14, 2025
Q1 2025
Newman Dignan & Sheerar, Inc.
- SCHX
- SCHD
- UITB
- AAPL
- SGOL
- MSFT
- GOOGL
Filing on May 02, 2025
Q1 2025
Grant Street Asset Management, Inc.
- JCPB
- IVV
- WINN
- EFA
- VOOV
- COWZ
- VO
Filing on Apr 24, 2025
Q1 2025
Family Investment Center, Inc.
- BIV
- SPHQ
- SPMO
- RISR
- JIRE
- AVUV
- VIG
Filing on Oct 07, 2022
Q3 2022
American Research & Management Co.
- AAPL
- XOM
- IBM
- AMLP
- JNJ
- VBR
- ADI
Filing on May 05, 2025
Q1 2025
Oakwell Private Wealth Management, LLC
- VTI
- VEA
- DFEM
- IJR
- AVUV
- ITOT
- VCIT
Filing on Apr 21, 2025
Q1 2025
Kiley Juergens Wealth Management, LLC
- MSFT
- AAPL
- COST
- QQQ
- BRK-B
- NVDA
- AMZN
Filing on May 27, 2025
Q1 2025
Carderock Capital Management Inc
- MA
- AAPL
- ISRG
- CTAS
- APH
- COST
- ORLY
Filing on May 05, 2025
Q1 2025
Copperwynd Financial, LLC
- QQQ
- IWB
- VEA
- MGK
- VTV
- SPY
- GBCI
Filing on Apr 24, 2025
Q1 2025
Wolff Financial Management LLC
- VUG
- VEA
- SDY
- DGRO
- VYM
- VB
- VCSH
Filing on Apr 16, 2025
Q1 2025