Largest Portfolios by Value
Filing on May 08, 2025
Q1 2025
Blueshift Asset Management, LLC
- IWM
- DIS
- W
- OLLI
- ROKU
- CMCSA
- WING
Filing on Jan 13, 2025
Q4 2024
Vigilare Wealth Management
- SGOV
- SPLV
- SPHQ
- BIL
- AAPL
- GLD
- VIG
Filing on Apr 29, 2025
Q1 2025
Investment Partners, Ltd.
- IWF
- IWD
- VEA
- MSFT
- AAPL
- VWO
- VIG
Filing on May 15, 2025
Q1 2025
Filing on Apr 10, 2025
Q1 2025
Myriad Asset Management Us LP
- VEU
- VWO
- BABA
- TCEHY
- LI
- SE
- MELI
Filing on May 06, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Josh Tarasoff
Greenlea Lane Capital Management, LLC
- AMZN
- BRK-A
- MKL
- TRUP
- TSLA
- GOOGL
- BUR
Filing on May 12, 2022
Q1 2022
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.
- POSH
- BASE
Filing on Apr 28, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Omnia Family Wealth, LLC
- VTI
- GLD
- SGOV
- IEFA
- VEA
- AAPL
- IAU
Filing on May 12, 2025
Q1 2025
Morgan Dempsey Capital Management LLC
- T
- PM
- XOM
- WEC
- C
- CVX
- CSCO
Filing on Apr 09, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Consilio Wealth Advisors, LLC
- IVV
- DGRO
- MSFT
- AMZN
- VT
- QQQ
- IJH
Filing on Apr 01, 2025
Q1 2025
Stonehearth Capital Management, LLC
- VLUE
- MTUM
- DFAI
- SCHD
- OUSM
- VWO
- GLD
Filing on May 08, 2025
Q1 2025
Fsb Premier Wealth Management, Inc.
- VOO
- SPLG
- VEA
- BRK-B
- FIXD
- SPAB
- FTCS
Filing on May 15, 2025
Q1 2025
Icw Investment Advisors LLC
- MSFT
- V
- AAPL
- MA
- LLY
- COST
- ORLY