Largest Portfolios by Value
Filing on Jul 23, 2025
Q2 2025
ETF Portfolio Partners, Inc.
- VTI
- MGK
- AGG
- MGV
- QQQ
- BLV
- VEU
Filing on Aug 13, 2025
Q2 2025
Aisling Capital Management LP
- BBIO
- VRNA
- SNDX
- CMPS
- GLUE
- NUVB
- BMEA
Filing on Jul 24, 2025
Q2 2025
Shikiar Asset Management Inc
- AAPL
- AMZN
- MSFT
- UBER
- GOOG
- BXSL
- AMLP
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Silver Rock Financial LP
- HYG
- CMCSA
- ACHC
- CYH
- ATUS
- CABO
- SEAT
Filing on Jul 10, 2025
Q2 2025
High Net Worth Advisory Group LLC
- VOO
- NVDA
- VIG
- AGG
- VYM
- AAPL
- JEPI
Filing on Jul 24, 2025
Q2 2025
Lester Murray Antman Dba Simply Rich
- AAPL
- USMV
- GOOG
- EFAV
- EEMV
- MSFT
- GOOGL
Filing on Jul 17, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Lorne Steinberg Wealth Management Inc.
- RY
- MSFT
- CM
- BRK-B
- JPM
- TD
- GOOGL
Filing on Jul 16, 2025
Q2 2025
Meridian Investment Counsel Inc.
- TSM
- AAPL
- MSFT
- CVX
- IAU
- PLTR
- ADBE
Filing on Jul 29, 2025
Q2 2025
Vela Investment Management, LLC
- KEX
- BRK-B
- HUBG
- GOOGL
- CRTO
- AMZN
- LECO
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Core Alternative Capital
- MSFT
- AAPL
- JPM
- GOOG
- LLY
- WMT
- XOM
Filing on Jul 29, 2025
Q2 2025
Dumont & Blake Investment Advisors LLC
- SPY
- QQQ
- RSP
- MSFT
- AAPL
- MDY
- DVY
Filing on Aug 04, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Mbm Wealth Consultants, LLC
- VUG
- VYM
- VOO
- VB
- PULS
- VEA
- JPST
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 31, 2025
Q2 2025
Heirloom Wealth Management
- DFIP
- BOND
- NVDA
- MSFT
- V
- GOOG
- RSG