Largest Portfolios by Value
Filing on Apr 24, 2025
Q1 2025
Little House Capital LLC
- AAPL
- MSFT
- AMZN
- IJH
- NVDA
- IEF
- GOOGL
Filing on Jan 03, 2024
Q4 2023
Paragon Wealth Strategies, LLC
- VOO
- DFIV
- DFAC
- IWF
- QQQ
- CALF
- DUHP
Filing on May 09, 2025
Q1 2025
Lester Murray Antman Dba Simply Rich
- AAPL
- USMV
- EFAV
- GOOG
- EEMV
- MSFT
- GOOGL
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 08, 2025
Q1 2025
Castle Rock Wealth Management, LLC
- KO
- CVX
- AAPL
- NVDA
- TFLO
- MSFT
- GBIL
Filing on Aug 05, 2022
Q2 2022
Fieldpoint Private Securities, LLC
- AAPL
- SPGI
- SPY
- IDV
- MSFT
- DVY
- GLD
Filing on May 12, 2025
Q1 2025
Rosenblum Silverman Sutton S F Inc
- NVDA
- V
- AMZN
- NFLX
- MSFT
- COST
- META
Filing on May 08, 2025
Q1 2025
American Financial Group Inc 401(K) Retirement & Savings Plan
- AFG
Filing on Apr 29, 2025
Q1 2025
Ifrah Financial Services, Inc.
- TFLO
- IVW
- AAPL
- SHY
- IJK
- FLOT
- VEU
Filing on May 14, 2025
Q1 2025
Fortress Investment Group LLC
- NN
- NFE
- FFWM
- SCHW
- ZWS
- PLBY
- CHWY
Filing on May 15, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Oak Harbor Wealth Partners, LLC
- VOO
- AGG
- VO
- AAPL
- SCHD
- PEN
- COST
Filing on May 01, 2025
Q1 2025
Elite Wealth Management, Inc.
- MSFT
- AMZN
- AAPL
- NVDA
- META
- GOOGL
- ISRG
Filing on May 07, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Decision Point Financial, LLC
- DFAC
- VCIT
- DFIC
- DFCF
- DFAS
- HOMB
- DFAI
Filing on May 07, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Summit Wealth Group, LLC
- VOO
- BND
- DFAC
- VEA
- BNDX
- MTUM
- VXF