Largest Portfolios by Value
Filing on Oct 08, 2025
Q3 2025
Websterrogers Financial Advisors, LLC
- VUG
- AVUS
- DIHP
- AVDE
- DUHP
- AVEM
- AVIV
Filing on Nov 13, 2025
Q3 2025
Virtus Investment Advisers, Inc.
- APP
- TSLA
- HOOD
- NEM
- EA
- GOOGL
- OCCI
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Wagner Wealth Management, LLC
- JPIE
- KNG
- UCON
- JMEE
- JEPI
- SDVY
- FID
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
One Degree Advisors Inc
- DFAC
- VTI
- DFIC
- VEA
- DFSD
- DFCF
- SGOV
Filing on May 14, 2024
Q1 2024
Filing on Oct 19, 2023
Q3 2023
Filing on Nov 03, 2025
Q3 2025
Chesapeake Wealth Management
- AGG
- MSFT
- AAPL
- VCSH
- XLK
- NVDA
- IVV
Filing on Nov 12, 2025
Q3 2025
Filing on Dec 23, 2025
Q3 2025
Triumph Capital Management
- FTSM
- FIXD
- RDVY
- FTCS
- BND
- SDVY
- SPY
Filing on Nov 14, 2025
Q3 2025
Freshford Capital Management, LLC
- APP
- GOOGL
- FICO
- CACI
- GDDY
- PINS
- TRMB
Filing on Oct 27, 2025
Q3 2025
Kc Investment Advisors, LLC
- VOO
- IVV
- VUG
- IEFA
- SPIB
- TSLA
- MSFT
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Select Asset Management & Trust
- SPY
- DIA
- VIG
- VYM
- EFA
- EME
- MGV
Filing on Oct 22, 2025
Q3 2025
Kercheville Advisors, LLC
- NVDA
- AMZN
- AEM
- AAPL
- META
- GOOG
- GDX
Filing on Oct 14, 2025
Q3 2025
Kelly Financial Services LLC
- DYNF
- IVV
- QUAL
- IVW
- TLH
- IVE
- OEF
Filing on Oct 06, 2025
Q3 2025
Wealth Bridge Investment Counsel Inc.
- JPM
- GS
- ORCL
- V
- ETN
- AMZN
- EFA