Largest Portfolios by Value
Filing on Feb 13, 2024
Q4 2023
Filing on Jul 07, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Lee Johnson Capital Management, LLC
- SGOV
- JEPI
- JEPQ
- IWM
- NVDA
- AXON
- HOOD
Filing on Jul 17, 2025
Q2 2025
Investment Advisory Services Inc
- VIG
- QQQ
- MSFT
- JEPI
- COWZ
- WMT
- AAPL
Filing on Jul 15, 2025
Q2 2025
Jeppson Wealth Management, LLC
- AAPL
- STIP
- NVDA
- LMT
- VTIP
- MSFT
- AMZN
Filing on Jul 29, 2025
Q2 2025
Family Capital Trust CO
- ADBE
- IEFA
- JPM
- AGG
- IMTM
- AXP
- GOOGL
Filing on Aug 11, 2025
Q2 2025
Mach 1 Financial Group, LLC
- JCPB
- QQQ
- AVLV
- SDVY
- RDVY
- UCON
- CWI
Filing on Aug 14, 2025
Q2 2025
Whitefort Capital Management, LP
- GLD
- ROIV
- ABUS
- YY
- GNW
- LQDA
- CDZI
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Westwood Wealth Management
- NVDA
- META
- AAPL
- QLD
- AVGO
- MSFT
- GOOGL
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Kercheville Advisors, LLC
- AMZN
- AAPL
- META
- AEM
- NFLX
- NVDA
- COST
Filing on Jul 17, 2025
Q2 2025
Centennial Wealth Advisory LLC
- BUFD
- AVIG
- IVV
- BUFR
- BUFT
- BUFQ
- SPYG
Filing on Feb 13, 2025
Q4 2024
Chiron Investment Management, LLC
- MSFT
- NVDA
- AMZN
- AAPL
- TSM
- META
- PM
Filing on Jul 11, 2025
Q2 2025
Bond & Devick Financial Network, Inc.
- EQWL
- ESGD
- JCPB
- SCHZ
- IEI
- SCHB
- NDSN
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025