Largest Portfolios by Value
Filing on Nov 07, 2022
Q3 2022
Goldstein Munger & Associates
- IWB
- EFA
- IWM
- IAU
- VEA
- VWO
- IWF
Filing on Oct 29, 2024
Q3 2024
Filing on Jul 18, 2025
Q2 2025
Provident Wealth Management, LLC
- TSPA
- COWZ
- SCHG
- DGRO
- SCHX
- VOE
- VOT
Filing on Jul 16, 2025
Q2 2025
Filing on Feb 13, 2023
Q4 2022
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Once Capital Management, LLC
- NVDA
- ASTS
- SPOT
- CRWD
- AMD
- SNOW
- AAPL
Filing on Jul 15, 2025
Q2 2025
Missouri Trust & Investment CO
- ORLY
- MSFT
- AAPL
- IDEV
- SCHA
- SCHM
- IEMG
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Cadent Capital Advisors, LLC
- ITA
- VIS
- TLT
- RWL
- RSP
- XLY
- XLF
Filing on Jul 17, 2025
Q2 2025
Pennsylvania Capital Management Inc
- MSFT
- AAPL
- IVV
- AMZN
- JPIE
- NVDA
- BIL
Filing on Jul 24, 2025
Q2 2025
Filing on Aug 21, 2025
Q2 2025
Pathway Financial Advisers, LLC
- AVGO
- JPM
- EPD
- DUK
- IBM
- CSCO
- ABBV
Filing on Jul 09, 2025
Q2 2025
Norman Fields, Gottscho Capital Management, LLC
- COST
- BRK-B
- V
- AAPL
- FWONK
- AXP
- BATRK
Filing on Jul 10, 2025
Q2 2025
Cypress Financial Planning LLC
- VCIT
- IVV
- VGIT
- VEA
- VCSH
- VNQ
- VXF
Filing on Jul 17, 2025
Q2 2025
Wagner Wealth Management, LLC
- KNG
- JPIE
- JEPI
- JMEE
- UCON
- SDVY
- FID
Filing on Aug 04, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025