Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Filing on Jan 03, 2024
Q4 2023
Paragon Wealth Strategies, LLC
- VOO
- DFIV
- DFAC
- IWF
- QQQ
- CALF
- DUHP
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Highland Financial Advisors, LLC
- SPLG
- QQQM
- AVUS
- DFAU
- VONG
- AVIG
- AVUV
Filing on Nov 04, 2025
Q3 2025
Jackson Creek Investment Advisors LLC
- EME
- TTMI
- AGX
- EYE
- IDCC
- ARQT
- EHC
Filing on Oct 20, 2025
Q3 2025
Butensky & Cohen Financial Security, Inc
- GOOGL
- MU
- BK
- RTX
- NVDA
- KLAC
- MSFT
Filing on Oct 24, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Cito Capital Group, LLC
- AAPL
- BPOP
- NVDA
- MSFT
- META
- AMZN
- MS
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
G2 Investment Partners Management LLC
- PACK
- TSEM
- PRCH
- SITM
- CALX
- ALLT
- OPRA
Filing on Aug 05, 2022
Q2 2022
Fieldpoint Private Securities, LLC
- AAPL
- SPGI
- SPY
- IDV
- MSFT
- DVY
- GLD
Filing on Nov 14, 2025
Q3 2025
Lead Edge Capital Management, LLC
- YEXT
- MDB
- APPN
- NCNO
- RELY
- CWAN
Filing on Oct 07, 2025
Q3 2025
Trinity Financial Advisors LLC
- SPY
- DFIV
- VEA
- BRK-B
- DFUS
- ORCC
- VTI
Filing on Nov 12, 2025
Q3 2025
Brand Asset Management Group, Inc.
- IJH
- IEMG
- VO
- VONG
- IWF
- SCHF
- SCHX
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 21, 2025
Q3 2025
Alpine Global Management, LLC
- IMVT
- CLM
- RIVN
- CRF
- ACHR
- LBRDA
- UTF
Filing on Oct 22, 2025
Q3 2025
Sivik Global Healthcare LLC
- XBI
- LLY
- HCA
- THC
- DHR
- BSX
- TMO
Filing on Oct 09, 2025
Q3 2025