Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Us Advisors Wealth Management, LLC
- QQQ
- SCHV
- SCHG
- FBND
- AVUV
- IQLT
- XMHQ
Filing on Oct 21, 2024
Q3 2024
Monumental Financial Group Inc.
- IVV
- VGT
- QUAL
- FDIS
- IBDV
- IBTG
- BSV
Filing on Jul 15, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
My Legacy Advisors, LLC
- IUSB
- MSFT
- IVV
- AAPL
- HYG
- SHYG
- NVDA
Filing on Jul 09, 2025
Q2 2025
Christopher J. Hasenberg, Inc
- SCHF
- VUG
- SPYV
- VO
- IJR
- VWO
- VTV
Filing on Jul 17, 2025
Q2 2025
Jackson, Grant Investment Advisers, Inc.
- SPY
- RSP
- SDY
- VIG
- VO
- MSFT
- SPLV
Filing on Aug 14, 2025
Q2 2025
Cibc Capital Markets (Europe) S.A.
- NFLX
- NVDA
- UBER
- AMD
- AMZN
- ISRG
- NOW
Filing on Jul 24, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Consolidated Capital Management, LLC
- RSP
- VIG
- GLD
- MSFT
- AMZN
- IYH
- META
Filing on Jul 16, 2025
Q2 2025
Rba Wealth Management, LLC
- MSFT
- AVGO
- AAPL
- GOOGL
- V
- WM
- META
Filing on Jul 16, 2025
Q2 2025
Prairiewood Capital, LLC
- FNDA
- FNDX
- FNDF
- GNR
- FNDC
- SCHP
- SCHO
Filing on Feb 10, 2025
Q4 2024
Cassady Schiller Wealth Management, LLC
- VTV
- VUG
- VOO
- PG
- VOE
- DFAE
- AAPL
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Apr 30, 2024
Q1 2024
Filing on Aug 05, 2025
Q2 2025
Shaker Financial Services, LLC
- CET
- RMT
- RVT
- JCE
- BME
- ETB
- ASG
Filing on Jul 09, 2025
Q2 2025
Capital Wealth Management, LLC
- SPSB
- VUG
- VTV
- NANR
- SPEM
- FBND
- FNDF
Filing on Aug 05, 2025
Q2 2025
Next Capital Management LLC
- IVV
- META
- QQQ
- IEFA
- AMZN
- AAPL
- VOO