Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Lionstone Capital Management LLC
- APG
- AMZN
- GOOG
- CPRT
- SPGI
- FSV
- LOW
Filing on Jan 20, 2023
Q4 2022
Lehman & Derafelo Financial Resources LLC
- NEE
- LBAY
- NEP
- BRK-B
- AMZN
- PFE
- FDRR
Filing on Apr 08, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Mps Loria Financial Planners, LLC
- IWB
- AAPL
- IEMG
- VB
- USRT
- SCHP
- PGR
Filing on Apr 22, 2025
Q1 2025
Childress Capital Advisors, LLC
- FDVV
- XOM
- JEPI
- COP
- SPY
- AAPL
- ET
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Shikiar Asset Management Inc
- AAPL
- AMZN
- MSFT
- GOOG
- BXSL
- UBER
- AMLP
Filing on Apr 22, 2025
Q1 2025
Uncommon Cents Investing LLC
- ASA
- MSFT
- KR
- WFC
- RTX
- BRK-B
- JPM
Filing on Apr 29, 2025
Q1 2025
Von Borstel & Associates, Inc.
- DFAC
- DFIC
- DUHP
- DFSV
- DFAX
- DFEM
- DISV
Filing on May 12, 2025
Q1 2025
Amj Financial Wealth Management
- SJNK
- EAT
- ORLY
- SAP
- PGR
- TJX
- META
Filing on Apr 15, 2025
Q1 2025
Home Federal Bank Of Tennessee
- IVV
- IVE
- LLY
- IJS
- AAPL
- MSFT
- RTX
Filing on Apr 16, 2025
Q1 2025
Scott Capital Advisors, LLC
- VOO
- SCHD
- VUG
- VB
- BIV
- QQQ
- JPIE
Filing on May 09, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Meridian Investment Counsel Inc.
- AAPL
- TSM
- MSFT
- CVX
- IAU
- ADBE
- XLU
Filing on Apr 08, 2025
Q1 2025
Dumont & Blake Investment Advisors LLC
- SPY
- QQQ
- RSP
- AAPL
- MSFT
- MDY
- DVY
Filing on Apr 30, 2025
Q1 2025
Filing on Nov 14, 2024
Q3 2024