Largest Portfolios by Value
Filing on Apr 05, 2024
Q1 2024
Summit Financial Group, Inc.
- MSFT
- SPY
- RSP
- LLY
- IJR
- PG
- EFA
Filing on Apr 09, 2025
Q1 2025
O'Keefe Stevens Advisory, Inc.
- NVDA
- QCOM
- AMGN
- L
- BRK-B
- GLW
- HCC
Filing on Apr 25, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Filing on Oct 29, 2024
Q3 2024
Carmichael Hill & Associates, Inc.
- AAPL
- MSFT
- SCHB
- SCHX
- BRK-B
- VGT
- RSP
Filing on May 14, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Taylor, Cottrill, Erickson & Associates, Inc.
- BRK-B
- VUG
- IWF
- VB
- VIG
- SCHD
- VTV
Filing on May 08, 2025
Q1 2025
Chesapeake Wealth Management
- AGG
- MSFT
- AAPL
- VCSH
- XLK
- SCHF
- LQD
Filing on May 14, 2025
Q1 2025
Ratan Capital Management LP
- META
- NVDA
- AMZN
- VRT
- VST
- AVGO
- MSFT
Filing on Apr 08, 2025
Q1 2025
Highland Financial Advisors, LLC
- SPLG
- AVUS
- DFAU
- QQQM
- AVIG
- VONG
- AVDE
Filing on May 15, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Cedar Wealth Management, LLC
- VTI
- SCHD
- IDHQ
- XLG
- PM
- ESGV
- SPGP
Filing on May 02, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Pya Waltman Capital, LLC
- BRK-B
- POST
- MKL
- ROST
- TDG
- CEF
- AMZN
Filing on May 15, 2025
Q1 2025
Nut Tree Capital Management, LP
- AVAH
- BRSP
- CSTM
- CZR
- XPOF
- TSE
- SATS
Filing on Apr 09, 2025
Q1 2025
Cypress Financial Planning LLC
- VCIT
- IVV
- VGIT
- VCSH
- VEA
- VNQ
- VXF