Largest Portfolios by Value
Filing on Jul 21, 2025
Q2 2025
Glassy Mountain Advisors, Inc.
- DFAX
- AVGO
- MSFT
- AAPL
- URI
- BRK-B
- BKNG
Filing on Aug 14, 2025
Q2 2025
G2 Investment Partners Management LLC
- GAMB
- PACK
- CALX
- PRCH
- ALLT
- OPRA
- STRL
Filing on Nov 14, 2023
Q3 2023
Ah Equity Partners Lsv I, L.L.C.
- COIN
- HOOD
- EQRX
Filing on Jul 18, 2025
Q2 2025
Filing on May 15, 2023
Q1 2023
Odey Asset Management Group LTD
- DB
- UBS
- RYAAY
- CDZI
- BMA
- GOLD
- STLA
Filing on Jul 25, 2025
Q2 2025
Filing on Feb 10, 2023
Q4 2022
Filing on Feb 05, 2025
Q4 2024
Wr Wealth Planners, LLC
- SPY
- GBIL
- COWZ
- AVDE
- AVUS
- QQQ
- AVSF
Filing on Jul 17, 2025
Q2 2025
Kelly Financial Services LLC
- IVV
- QUAL
- EFV
- IVW
- DYNF
- TLH
- IVE
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Cornell Pochily Investment Advisors, Inc.
- AAPL
- NVDA
- ITOT
- SPY
- MSFT
- BRK-A
- TMP
Filing on Jul 09, 2025
Q2 2025
Triumph Capital Management
- FTSM
- FIXD
- FEX
- SPY
- RDVY
- SDVY
- BND
Filing on Aug 01, 2025
Q2 2025
Stuart Chaussee & Associates, Inc.
- BAPR
- XBAP
- VGT
- QJUN
- IGM
- BJAN
- QTAP
Filing on Aug 05, 2025
Q2 2025
Benchmark Financial Wealth Advisors, LLC
- SPY
- SCHF
- VTI
- ITOT
- DBND
- COWZ
- IWY
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Fortem Financial Group, LLC
- URA
- NVDA
- PLTR
- AMLP
- SRLN
- AVGO
- TSLA
Filing on Aug 14, 2025
Q2 2025
Segra Capital Management, LLC
- NXE
- DNN
- CCJ
- BWXT
- URG
- UEC
- VST
Filing on Aug 14, 2025
Q2 2025
Josh Tarasoff
Greenlea Lane Capital Management, LLC
- AMZN
- BRK-A
- BUR
- MKL
- TRUP
- TSLA
- GOOGL