Largest Portfolios by Value
Filing on Apr 25, 2025
Q1 2025
Custos Family Office, LLC
- IVV
- USMV
- FVAL
- IEMG
- DGRO
- VWO
- IEFA
Filing on Apr 08, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Cornell Pochily Investment Advisors, Inc.
- AAPL
- NVDA
- ITOT
- SPY
- BRK-A
- TMP
- MSFT
Filing on May 12, 2025
Q1 2025
Bornite Capital Management LP
- MIR
- LNG
- GFL
- MA
- META
- T
- AMZN
Filing on Apr 22, 2025
Q1 2025
Atticus Wealth Management, LLC
- SPY
- IWF
- SPYV
- HTRB
- AAPL
- OEF
- SPLV
Filing on May 15, 2025
Q1 2025
Filing on Apr 18, 2025
Q1 2025
Mezzasalma Advisors, LLC
- META
- AAPL
- TSLA
- NVDA
- BRK-B
- GOOGL
- V
Filing on May 14, 2025
Q1 2025
Filing on Oct 24, 2024
Q3 2024
Filing on Oct 25, 2024
Q3 2024
Filing on Apr 17, 2025
Q1 2025
Brown Miller Wealth Management, LLC
- NVDA
- AAPL
- MSFT
- JPM
- ABT
- GOOGL
- CSCO
Filing on May 15, 2025
Q1 2025
Tsp Capital Management Group, LLC
- NGD
- CIG
- BVN
- SLV
- MNKD
- CTVA
- ADEA
Filing on May 08, 2025
Q1 2025
Valley Forge Investment Consultants Inc Adv
- IVV
- IEFA
- SCHX
- IJH
- IJR
- SCHB
- SCHM
Filing on May 02, 2025
Q1 2025
Seaside Wealth Management, Inc.
- VTI
- VEA
- DFEM
- DFSV
- VCIT
- VGIT
- DISV
Filing on Apr 18, 2025
Q1 2025
Newton One Investments LLC
- BND
- VCIT
- VUG
- VEU
- IVV
- IJH
- VTEB
Filing on May 19, 2025
Q1 2025
Trinity Financial Advisors LLC
- SPY
- DFIV
- VEA
- BRK-B
- DFUS
- ORCC
- SCHD
Filing on May 06, 2025
Q1 2025
Princeton Capital Management LLC
- NVDA
- AAPL
- AMZN
- MSFT
- GOOGL
- LLY
- CRWD
Filing on Apr 29, 2025
Q1 2025
Quattro Financial Advisors LLC
- XLG
- MSFT
- RSP
- QQQ
- EMR
- AMZN
- CRM