Largest Portfolios by Value
Filing on Apr 11, 2025
Q1 2025
Afg Fiduciary Services Limited Partnership
- SPY
- PULS
- MINT
- QQQ
- IJH
- TLT
- AMZN
Filing on Apr 14, 2025
Q1 2025
Bridge City Capital, LLC
- ENSG
- GMED
- OSIS
- STRL
- GBCI
- ATEN
- PFGC
Filing on Apr 10, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Ironwood Wealth Management, Llc.
- IEFA
- VGLT
- IEF
- IVV
- IEMG
- BSCP
- IJH
Filing on May 09, 2025
Q1 2025
Aquire Wealth Advisors, LLC
- DFAU
- DFAI
- DFAE
- SPTM
- AGG
- MUB
- SPDW
Filing on May 05, 2025
Q1 2025
Mandatum Life Insurance CO LTD
- IVV
- VOO
- META
- CSCO
- JPM
- MSFT
- MA
Filing on May 14, 2025
Q1 2025
Gitterman Wealth Management, LLC
- VGIT
- VOO
- BIL
- GRID
- PHO
- GLD
- HEFA
Filing on Apr 28, 2025
Q1 2025
Mbm Wealth Consultants, LLC
- VUG
- VYM
- VOO
- VB
- PULS
- JPST
- VEA
Filing on Apr 25, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
David R. Rahn & Associates Inc.
- GOOGL
- GDX
- GLD
- GOOG
- AAPL
- AMZN
- BWX
Filing on Apr 22, 2025
Q1 2025
Mokosak Advisory Group, LLC
- SCHV
- VBR
- SCHG
- SCHM
- SCHA
- SCHZ
- VGT
Filing on May 01, 2025
Q1 2025
Nikulski Financial, Inc.
- VIG
- AAPL
- AMZN
- COST
- SPHQ
- GSLC
- GOOGL
Filing on Nov 13, 2024
Q3 2024
Rk Capital Management, LLC
- IWM
- LAD
- SRAD
- GENI
- BV
- KBR
- MGRC
Filing on May 14, 2025
Q1 2025
Freshford Capital Management, LLC
- ZTS
- WDAY
- GDDY
- GOOGL
- AMZN
- TRMB
- EFX
Filing on Oct 16, 2024
Q3 2024
Annapolis Financial Services, LLC
- AVDE
- VO
- VTV
- VTI
- MGC
- VOE
- VEA
Filing on May 14, 2025
Q1 2025
R Pg Family Wealth Advisory, LLC
- JPST
- AMZN
- AAPL
- GE
- HWM
- V
- BK
Filing on Apr 09, 2025
Q1 2025
Keystone Financial Planning, Inc.
- SCHD
- VZ
- MSFT
- BMY
- USB
- CME
- SPYD
Filing on Apr 24, 2025
Q1 2025
Park Place Capital Corp
- ACIO
- VEA
- OSCV
- DRSK
- RSP
- ADME
- SPLG