Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Magnolia Capital Advisors LLC
- MINT
- VTI
- TFLO
- USMV
- AAPL
- SCHD
- VTV
Filing on May 12, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Correct Capital Wealth Management
- MSTR
- DGRO
- AVUV
- FBND
- AVEM
- AVDE
- PULS
Filing on May 13, 2025
Q1 2025
Progressive Investment Management Corp
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- COST
- MCO
Filing on Apr 14, 2025
Q1 2025
Wiser Wealth Management, Inc
- VOO
- JCPB
- VEA
- COWZ
- VGT
- SLQD
- BNDX
Filing on Nov 14, 2024
Q3 2024
Filing on Apr 15, 2025
Q1 2025
Monarch Capital Management Inc
- MSFT
- AAPL
- HD
- WMT
- MCD
- ADP
- ABBV
Filing on Nov 13, 2024
Q3 2024
Filing on May 12, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Compton Wealth Advisory Group, LLC
- VEU
- IWY
- VIG
- IWX
- VTV
- VB
- RSP
Filing on May 07, 2025
Q1 2025
Mitchell Sinkler & Starr
- AAPL
- MSFT
- ABT
- JPM
- JNJ
- GOOGL
- HD
Filing on May 12, 2025
Q1 2025
Paulson Wealth Management Inc.
- IWD
- IWF
- EFA
- IWM
- AAPL
- VCSH
- SPY
Filing on Feb 03, 2025
Q4 2024
Filing on May 09, 2025
Q1 2025
Natural Investments, LLC
- AAPL
- MSFT
- NXTE
- NVDA
- DSI
- ABBV
- HD
Filing on Apr 21, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Pacific Ridge Capital Partners, LLC
- NBN
- HRTG
- BBSI
- MPAA
- MCB
- ALCO
- NGS
Filing on Apr 23, 2025
Q1 2025
Helen Stephens Group, LLC
- DFUS
- QUAL
- DFIC
- JCPB
- DFAC
- IUSG
- DFAT