Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 04, 2025
Q2 2025
Marshall Financial Group Inc
- SCHG
- SCHX
- SCHV
- SCHP
- VOO
- VB
- SCHA
Filing on Jul 11, 2025
Q2 2025
Bridge Creek Capital Management LLC
- MSFT
- AAPL
- JPM
- BAC
- BX
- GOOG
- AMZN
Filing on Aug 14, 2025
Q2 2025
P Schoenfeld Asset Management LP
- K
- JNPR
- JNPR
- IAG
- FYBR
- DNB
- HES
Filing on Jul 15, 2025
Q2 2025
Aspire Capital Advisors LLC
- DGRW
- VOO
- IWY
- SCHD
- MSFT
- BND
- RWL
Filing on Jul 02, 2025
Q2 2025
Crumly & Associates Inc.
- RDVY
- DSTL
- JPST
- HEFA
- SDVY
- MGV
- DSTX
Filing on Aug 14, 2025
Q2 2025
Bain Capital Life Sciences Investors, LLC
- NUVL
- PHVS
- SVRA
- OLMA
- RPID
- CABA
- TNGX
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 14, 2024
Q3 2024
Filing on Aug 07, 2025
Q2 2025
Roberts Glore & CO Inc
- BRK-B
- MSFT
- AAPL
- VTIP
- GOOG
- JNJ
- VTI
Filing on Aug 12, 2025
Q2 2025
Wood Tarver Financial Group, LLC
- VTI
- CGCP
- CGDV
- VCSH
- DOCT
- QUAL
- SPGP
Filing on Aug 08, 2025
Q2 2025
Cws Financial Advisors, LLC
- SYK
- VOO
- IJR
- AAPL
- VXUS
- VUG
- VTI
Filing on Jan 30, 2025
Q4 2024
Filing on Aug 14, 2025
Q2 2025
Nine Ten Capital Management LLC
- MGNI
- IRMD
- AGYS
- SNEX
- CLBT
- SPNS
- WINA
Filing on Jul 08, 2025
Q2 2025
Shanker Valleau Wealth Advisors, Inc.
- DFAC
- ORCL
- DFAX
- DFUV
- VCSH
- DFIV
- AVRE
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Strategic Family Wealth Counselors, L.L.C.
- RBLX
- SCHG
- SCHD
- SPY
- UBER
- CGGR
- SCHX
Filing on Jul 31, 2025
Q2 2025
Hartford Financial Management Inc.
- JCPB
- JPSE
- JMUB
- MSFT
- VGT
- AAPL
- NVDA