Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Hill Island Financial LLC
- VOO
- DFAU
- DFIC
- QQQM
- DFAS
- SCHF
- IXUS
Filing on Jul 25, 2025
Q2 2025
Astoria Portfolio Advisors Llc.
- SPDW
- NVDA
- PPI
- SPTI
- BAC
- AAPL
- MSFT
Filing on Jul 15, 2025
Q2 2025
Town & Country Bank & Trust CO Dba First Bankers Trust CO
- AVGO
- MSFT
- PM
- LLY
- AAPL
- ABT
- ABBV
Filing on Jul 17, 2025
Q2 2025
Delta Capital Management LLC
- CWB
- JPM
- XOM
- AAPL
- ORCL
- SCHW
- MU
Filing on Jul 16, 2025
Q2 2025
Filing on Jul 08, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Frontier Asset Management, LLC
- AVDV
- IJR
- IQLT
- LVHI
- VWO
- TSPA
- EMGF
Filing on Aug 07, 2025
Q2 2025
Tilson Financial Group, Inc.
- VUG
- DFAS
- SPTI
- IVW
- VEA
- SPTS
- VTEB
Filing on Jul 31, 2025
Q2 2025
Carlton Hofferkamp & Jenks Wealth Management, LLC
- RSP
- SCHB
- SPY
- VTI
- XOM
- VV
- AAPL
Filing on Jul 15, 2025
Q2 2025
Seven Post Investment Office LP
- VNQ
- SPY
- EQR
- VTI
- PLD
- VEA
- ELS
Filing on Jul 29, 2025
Q2 2025
Carmel Capital Partners, LLC
- USFR
- HD
- PLTR
- LEN
- PFXF
- BSCS
- BSCT
Filing on Aug 06, 2025
Q2 2025
Paradigm Asset Management CO LLC
- JPM
- NVDA
- GOOGL
- ORCL
- MSFT
- RELX
- AAPL
Filing on Jul 09, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
Weybosset Research & Management LLC
- CPRT
- DE
- AGM
- TJX
- KEYS
- BRK-B
- CMI
Filing on Jul 07, 2025
Q2 2025
Enterprise Bank & Trust CO
- IJH
- MSFT
- NVDA
- AAPL
- AMZN
- SPY
- DFAE
Filing on Jul 17, 2025
Q2 2025
Leverty Financial Group, LLC
- IVV
- IEFA
- IEMG
- SCHX
- SCHF
- IJH
- SPY
Filing on Aug 05, 2025
Q2 2025
Transatlantique Private Wealth LLC
- MSFT
- AAPL
- VGT
- PRCT
- IUSG
- AMZN
- JPM