Largest Portfolios by Value
Filing on May 05, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Private Wealth Advisors, LLC
- GLD
- GLD
- FEZ
- XLV
- XLB
- XLI
- VTV
Filing on Apr 10, 2025
Q1 2025
Level Financial Advisors, Inc.
- VOO
- VGSH
- VEA
- BSV
- VCSH
- DUHP
- VMBS
Filing on May 07, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Graybill Bartz & Assoc LTD
- AAPL
- GLD
- GOOGL
- BRK-B
- RTX
- IEF
- WMB
Filing on Nov 10, 2022
Q3 2022
Agf Investments America Inc.
- DHR
- TMO
- TTEK
- ALB
- VMI
- APH
- TRMB
Filing on Apr 28, 2025
Q1 2025
Baker Boyer National Bank
- DFAC
- VTEB
- DFAX
- DFUV
- FBND
- DFIV
- DFAI
Filing on May 15, 2025
Q1 2025
Harber Asset Management LLC
- AMT
- MCHP
- CMCSA
- OKTA
- V
- ADBE
- PEGA
Filing on May 12, 2025
Q1 2025
Centerpoint Advisors, LLC
- IVV
- QUAL
- IWB
- IJH
- IJR
- IVW
- AAPL
Filing on May 15, 2025
Q1 2025
Lynx1 Capital Management LP
- GHRS
- MRUS
- PTGX
- STOK
- CGEM
- ALLO
- CCCC
Filing on Apr 23, 2025
Q1 2025
Investment Advisory Services Inc
- VIG
- QQQ
- JEPI
- MSFT
- SCHD
- COWZ
- AAPL
Filing on May 15, 2025
Q1 2025
Pinnacle Financial Group, LLC
- PRF
- DFIC
- DTD
- DFEM
- DFAC
- VYM
- VYMI
Filing on Jan 29, 2024
Q4 2023
Filing on May 21, 2025
Q1 2025
Indiana Trust & Investment Management CO
- SPY
- NVDA
- AAPL
- LLY
- AMZN
- IWB
- GOOGL
Filing on Apr 08, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on Oct 21, 2024
Q3 2024
Monumental Financial Group Inc.
- IVV
- VGT
- QUAL
- FDIS
- IBDV
- IBTG
- BSV
Filing on Apr 28, 2025
Q1 2025