Largest Portfolios by Value
Filing on Jul 31, 2023
Q2 2023
Cowen Prime Advisors LLC
- PDFS
- THRY
- INSE
- ASPN
- HLIT
- ITI
- DMRC
Filing on Apr 30, 2025
Q1 2025
Galibier Capital Management Ltd.
- AEM
- ENB
- RY
- CM
- MFC
- CNQ
- NTR
Filing on Apr 21, 2025
Q1 2025
Colony Family Offices, LLC
- DFUS
- IEFA
- IJR
- VWO
- GUNR
- VTEB
- DFAE
Filing on May 06, 2025
Q1 2025
Us Advisors Wealth Management, LLC
- QQQ
- SPMO
- SCHV
- SCHG
- FBND
- COWZ
- AVUV
Filing on Apr 29, 2025
Q1 2025
Seascape Capital Management
- DBND
- EMXC
- GOVT
- JPIE
- AAPL
- NRG
- ABBV
Filing on May 14, 2025
Q1 2025
Mach 1 Financial Group, LLC
- WMT
- JCPB
- QQQ
- AVLV
- SDVY
- UCON
- RDVY
Filing on May 29, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Aisling Capital Management LP
- BBIO
- VRNA
- SNDX
- CMPS
- GLUE
- NUVB
- BMEA
Filing on Apr 29, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Forth Right Wealth Management, LLC
- VOO
- NOBL
- SCHD
- IUSV
- IUSG
- BIV
- SCHA
Filing on May 15, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Jackson Square Capital, LLC
- AAPL
- NVDA
- LLY
- AVGO
- MSFT
- AMZN
- BRK-B
Filing on May 07, 2025
Q1 2025
Kfa Private Wealth Group, LLC
- IVV
- FBCG
- FBND
- IJH
- SHV
- IJR
- IEMG
Filing on Apr 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Vectors Research Management, LLC
- RSP
- VMBS
- BND
- IEI
- VOO
- IJH
- IJR
Filing on Apr 16, 2025
Q1 2025
West Branch Capital LLC
- AAPL
- NVDA
- MSFT
- AMZN
- SPY
- GOOGL
- PG