Largest Portfolios by Value
Filing on Apr 30, 2025
Q1 2025
Strategic Investment Management, LLC
- IEMG
- IWV
- AGG
- IEFA
- GSG
- JNK
- EMXC
Filing on May 05, 2025
Q1 2025
Paradigm Asset Management CO LLC
- JPM
- BAC
- UNH
- WFC
- RELX
- TMO
- SCHW
Filing on Apr 28, 2025
Q1 2025
Filing on Jul 20, 2022
Q2 2022
Filing on May 12, 2025
Q1 2025
Long Road Investment Counsel, LLC
- ORLY
- ADP
- SYK
- ORCL
- FAST
- ITW
- ICE
Filing on Feb 14, 2023
Q4 2022
Claraphi Advisory Network, LLC
- SHY
- IVV
- AAPL
- XLE
- VOO
- BIL
- SH
Filing on May 06, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Wall Street Access Asset Management, LLC
- IVV
- BRK-A
- MSFT
- AAPL
- BRK-B
- AMZN
- GOOG
Filing on Apr 24, 2025
Q1 2025
Financial Insights, Inc.
- SCHD
- SPLG
- MSFT
- AAPL
- DBEF
- VUG
- QQQ
Filing on Apr 10, 2025
Q1 2025
Warren Street Wealth Advisors, LLC
- VOO
- XSOE
- GLDM
- GCC
- GII
- GNR
- SGOV
Filing on Apr 22, 2025
Q1 2025
Monte Financial Group, LLC
- CMCSA
- WFC
- ABT
- TGT
- HSY
- HD
- CVX
Filing on Apr 22, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Shaker Financial Services, LLC
- CET
- GAM
- RMT
- ETB
- ASG
- EVT
- CSQ
Filing on Oct 12, 2023
Q3 2023
Filing on May 01, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Alta Fox Capital Management, LLC
- REVG
- DAKT
- TRS
- MSFT
- AMZN
- ATI
- IAS