Largest Portfolios by Value
Filing on May 09, 2025
Q1 2025
Roberts Glore & CO Inc
- BRK-B
- MSFT
- AAPL
- VTIP
- VTEB
- JNJ
- GOOG
Filing on May 14, 2025
Q1 2025
Matrix Capital Management Company, LP
- GFS
- AURA
- ZNTL
Filing on Apr 25, 2025
Q1 2025
Augustine Asset Management Inc
- APP
- AAPL
- MSFT
- TSM
- IBN
- AAAU
- JPM
Filing on Feb 04, 2025
Q4 2024
Fairhaven Wealth Management, LLC
- IVV
- IEFA
- IJH
- AAPL
- IJR
- IEMG
- MSFT
Filing on Apr 10, 2025
Q1 2025
Brave Asset Management Inc
- EFV
- XLK
- SPY
- AAPL
- VOO
- ZD
- MSFT
Filing on May 06, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Sw Investment Management LLC
- UI
- SKYW
- AMKR
- TPX
- PSN
- GRMN
- AIRS
Filing on May 08, 2025
Q1 2025
Hurlow Wealth Management Group, Inc.
- VV
- DFUS
- VEA
- VB
- DFAS
- VNQ
- VUG
Filing on Apr 11, 2025
Q1 2025
Butensky & Cohen Financial Security, Inc
- MO
- KMI
- WRB
- V
- RTX
- ATO
- BK
Filing on Apr 10, 2025
Q1 2025
Richard P Slaughter Associates Inc
- IWY
- JIRE
- IWX
- GSSC
- AAPL
- IQLT
- FTLS
Filing on May 12, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Marshall Financial Group Inc
- SCHX
- SCHG
- SCHV
- SCHP
- VOO
- VTV
- VB
Filing on Apr 11, 2025
Q1 2025
Hudson Capital Management LLC
- BOND
- AGG
- IEFA
- IJK
- BSCP
- LQD
- MBB
Filing on May 14, 2025
Q1 2025
Filing on Oct 20, 2023
Q3 2023
Steward Financial Group LLC
- TFLO
- DFAC
- DFUV
- DFIC
- DFAT
- PFEB
- DFEM
Filing on May 15, 2025
Q1 2025
Buckley Wealth Management, LLC
- AAPL
- MSFT
- BRK-B
- CVX
- JPM
- AMZN
- GOOGL
Filing on May 12, 2025
Q1 2025
First International Bank & Trust
- AFIF
- MOAT
- RLY
- SPY
- DXJ
- AESR
- SMLF
Filing on May 08, 2025
Q1 2025