Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Endeavour Capital Advisors Inc
- BCAL
- SFST
- USCB
- QCRH
- CCB
- FVCB
- AVBH
Filing on Oct 29, 2025
Q3 2025
Frontier Asset Management, LLC
- AVDV
- IJR
- TSPA
- LVHI
- IQLT
- VWO
- PVAL
Filing on Oct 31, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
44 Wealth Management LLC
- NKE
- MSFT
- AAPL
- JPM
- MDT
- CSCO
- AMZN
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Pl Capital Advisors, LLC
- BANC
- FISI
- EFSC
- HBNC
- FRME
- FNB
- FNWD
Filing on Nov 13, 2025
Q3 2025
Wealth Advisors Of Tampa Bay, LLC
- AVGO
- MSFT
- AAPL
- JPST
- GLW
- WMT
- GS
Filing on Nov 06, 2025
Q3 2025
Costello Asset Management, Inc
- NVDA
- AMZN
- AAPL
- MSFT
- GOOGL
- GOOG
- NFLX
Filing on Nov 07, 2025
Q3 2025
Wealth Care Investment Partners, LLC
- QQQ
- FVD
- CGGR
- ITA
- IAU
- SPMO
- FBND
Filing on Feb 13, 2024
Q4 2023
Filing on Oct 22, 2025
Q3 2025
Encompass Wealth Advisors, LLC
- IVW
- IVE
- IEFA
- IJR
- IJH
- JPST
- AAPL
Filing on Nov 05, 2025
Q3 2025
Windward Private Wealth Management Inc.
- BSV
- VEA
- VONG
- VONV
- BIV
- VMBS
- VWO
Filing on Nov 13, 2025
Q3 2025
Sio Capital Management, LLC
- MMS
- CELC
- SNY
- ALKS
- MRK
- HSIC
- CNC
Filing on Oct 14, 2025
Q3 2025
Delta Capital Management LLC
- CWB
- AAPL
- JPM
- XOM
- ORCL
- MU
- SCHW
Filing on Nov 13, 2025
Q3 2025
Clear Street Markets LLC
- AAPL
- QQQ
- AMZN
- KRE
- XOP
- XLC
- AVGO
Filing on Jul 21, 2025
Q2 2025
Filing on Feb 13, 2025
Q4 2024
Chiron Investment Management, LLC
- MSFT
- NVDA
- AMZN
- AAPL
- TSM
- META
- PM
Filing on Oct 07, 2025
Q3 2025
First International Bank & Trust
- AFIF
- SPHQ
- RLY
- SPY
- DXJ
- AESR
- SMLF