Largest Portfolios by Value
Filing on Jul 02, 2025
Q2 2025
Helen Stephens Group, LLC
- DFUS
- DFIC
- QUAL
- IUSG
- DFAC
- DFAT
- JCPB
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
White Pine Investment CO
- BRK-B
- GOOGL
- GSIE
- FNDX
- MSFT
- SFM
- USMV
Filing on Sep 23, 2025
Q2 2025
Filing on Aug 04, 2025
Q2 2025
Filing on Jul 09, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Ipswich Investment Management Co., Inc.
- MSFT
- AAPL
- COST
- IWV
- JPM
- NVDA
- GOOGL
Filing on Jul 08, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
Osher Van De Voorde Investment Management
- MSFT
- EMR
- V
- AMZN
- JPM
- GLW
- GOOG
Filing on Aug 14, 2025
Q2 2025
Humankind Investments LLC
- HKND
- QQQ
- SPY
- MSFT
- AAPL
- VT
- GLD
Filing on Jul 23, 2025
Q2 2025
Copperwynd Financial, LLC
- VUG
- IWB
- MGK
- VTV
- VEA
- GBCI
- AAPL
Filing on Aug 14, 2025
Q2 2025
Safeguard Investment Advisory Group, LLC
- DFAC
- DUHP
- QQQ
- SPY
- DFSV
- VOO
- AAPL
Filing on Aug 12, 2025
Q2 2025
Centric Wealth Management
- UPS
- VOO
- UNH
- AAPL
- HSUN
- PALC
- MSFT
Filing on Aug 07, 2025
Q2 2025
Clarity Wealth Advisors, LLC
- SPY
- QQQ
- VTI
- AAPL
- VIG
- DIA
- IJH
Filing on Jul 09, 2025
Q2 2025
Stokes Capital Advisors, LLC
- MSFT
- MINT
- AVGO
- JPM
- TJX
- V
- WMB
Filing on Aug 05, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025