Largest Portfolios by Value
Filing on Jul 14, 2025
Q2 2025
Maryland Capital Advisors Inc.
- IGSB
- VCSH
- VTI
- AAPL
- DFAU
- VTV
- DFIV
Filing on Jul 07, 2025
Q2 2025
Discipline Wealth Solutions, LLC
- BIV
- DFAC
- BNDX
- VEA
- IGSB
- VOO
- DFEM
Filing on Jul 09, 2025
Q2 2025
Searcy Financial Services Inc
- IWL
- VO
- ACWV
- VB
- LMBS
- PPA
- AMLP
Filing on Aug 07, 2025
Q2 2025
Samalin Investment Counsel, LLC
- AAPL
- MSFT
- SPY
- OUNZ
- NVDA
- IWY
- BRK-B
Filing on Jul 09, 2025
Q2 2025
Biltmore Wealth Management, LLC
- XLI
- XLK
- XLY
- XLV
- SMMU
- XLP
- XLU
Filing on Aug 04, 2025
Q2 2025
Buckhead Capital Management LLC
- MSFT
- AAPL
- HD
- AMZN
- BRK-B
- GOOGL
- GWRE
Filing on Aug 01, 2025
Q2 2025
Equita Financial Network, Inc.
- VTI
- VEA
- DFSV
- VCIT
- DISV
- DFEM
- SPTI
Filing on Jul 22, 2025
Q2 2025
Coastal Investment Advisors, Inc.
- NVDA
- AAPL
- AMZN
- MSTR
- MSFT
- AVGO
- TSLA
Filing on Aug 07, 2025
Q2 2025
First Dallas Securities Inc.
- NVDA
- TPL
- AAPL
- AMZN
- MSFT
- UBER
- META
Filing on Jul 11, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 24, 2025
Q2 2025
Zullo Investment Group, Inc.
- AAPL
- NVDA
- MSFT
- META
- AMZN
- XLK
- JPM
Filing on May 20, 2024
Q1 2024
Highlander Capital Management, LLC
- MSFT
- BRK-B
- UNH
- AAPL
- SYK
- AMGN
- CNX
Filing on Aug 14, 2025
Q2 2025
Icw Investment Advisors LLC
- MSFT
- MA
- V
- COST
- AAPL
- VOO
- ORLY
Filing on Aug 04, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Portland Investment Counsel Inc.
- BRK-B
- MGA
- TD
- CI
- BNS
- ELV
- ARES
Filing on Aug 13, 2025
Q2 2025
Obsidian Personal Planning Solutions LLC
- SPIB
- IJR
- VTV
- JPIE
- SCHD
- SPDW
- EFG