Largest Portfolios by Value
Filing on Aug 05, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Peregrine Asset Advisers, Inc.
- PWR
- CRS
- MSFT
- COF
- ITRI
- NVDA
- SPY
Filing on Aug 12, 2025
Q2 2025
Wambolt & Associates, LLC
- NVDA
- MSFT
- AAPL
- EMXC
- AMZN
- VB
- INTU
Filing on Aug 11, 2025
Q2 2025
Tsp Capital Management Group, LLC
- NGD
- CIG
- BVN
- CTVA
- SLV
- CWCO
- ADEA
Filing on Apr 28, 2025
Q1 2025
Weaver Consulting Group
- TFLO
- DIVZ
- QUAL
- JAAA
- VTI
- AAPL
- AOM
Filing on Jul 24, 2025
Q2 2025
Wealth Management Resources, Inc.
- SPHQ
- FBND
- SPYG
- IEF
- SCHD
- IHDG
- SCHF
Filing on May 06, 2025
Q1 2025
Neo Ivy Capital Management
- BECN
- MSFT
- BA
- AAPL
- NVDA
- MRK
- F
Filing on Jul 18, 2025
Q2 2025
Warren Street Wealth Advisors, LLC
- VOO
- XSOE
- GLDM
- GCC
- GII
- GNR
- SPMD
Filing on May 13, 2025
Q1 2025
Roanoke Asset Management Corp
- MA
- MSFT
- NVDA
- HD
- AMAT
- LLY
- META
Filing on Aug 13, 2025
Q2 2025
Select Asset Management & Trust
- SPY
- DIA
- VIG
- VYM
- EFA
- MGV
- EME
Filing on Aug 07, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
Filing on May 09, 2025
Q1 2025
Wade Financial Advisory, Inc
- VTI
- VV
- VEA
- QUAL
- VGIT
- LRGF
- ITOT
Filing on Aug 11, 2025
Q2 2025
Pinnacle Financial Group, LLC
- PRF
- DFIC
- DTD
- DFEM
- DFAC
- VYMI
- VYM
Filing on Jul 29, 2025
Q2 2025
Vectors Research Management, LLC
- RSP
- IEI
- VMBS
- MSFT
- BND
- VRIG
- IJH
Filing on Jul 10, 2025
Q2 2025
Oldfather Financial Services, LLC
- VOO
- MDY
- IWM
- SPY
- IWF
- EFA
- AGG
Filing on Jan 17, 2024
Q4 2023
J Arnold Wealth Management CO
- VOO
- QQQ
- AAPL
- IHI
- AMZN
- ISRG
- FXL
Filing on Aug 13, 2025
Q2 2025