Largest Portfolios by Value
Filing on Jul 29, 2025
Q2 2025
Members Advisory Group LLC
- SCHB
- VOO
- SCHG
- JAAA
- VTV
- IWR
- NEAR
Filing on Jul 25, 2025
Q2 2025
Hazlett, Burt & Watson, Inc.
- AAPL
- QQQ
- SCHD
- MSFT
- AMZN
- NVDA
- XOM
Filing on Jul 31, 2025
Q2 2025
Kathleen S. Wright Associates Inc.
- VOO
- BRK-B
- SGOV
- MOAT
- VUG
- VO
- VIGI
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Hunting Hill Global Capital, LLC
- SPY
- SPY
- FOX
- GLD
- GLD
- SPYV
- GLD
Filing on Apr 17, 2023
Q1 2023
Baldrige Asset Management LLC
- DFAC
- VCSH
- MSCI
- VBR
- AAPL
- AGG
- VTI
Filing on Aug 11, 2025
Q2 2025
Strategic Equity Management
- MRSK
- SPY
- IWV
- SCHX
- VV
- IEFA
- IWP
Filing on May 15, 2025
Q1 2025
Redwood Investments, LLC
- NVDA
- AMZN
- GOOGL
- IBN
- JPM
- ROP
- ACN
Filing on Aug 05, 2025
Q2 2025
Highlander Partners, L.P.
- BX
- VRT
- AMZN
- YMM
- TCBI
- KEYS
- KRE
Filing on Jul 22, 2025
Q2 2025
Madden Securities Corp
- JEPQ
- MSTR
- JEPI
- AMZN
- NVDA
- SCHD
- SCHG
Filing on Aug 13, 2025
Q2 2025
Crescent Park Management, L.P.
- AVGO
- KKR
- AMZN
- CCCS
- WIX
- SBAC
- PCOR
Filing on Aug 13, 2025
Q2 2025
Good Haven Capital Management, LLC
- BRK-B
- JEF
- GOOG
- BAC
- BLDR
- KKR
- PGR
Filing on Aug 09, 2024
Q2 2024
Taylor Hoffman Wealth Management
- AAPL
- ANET
- AMAT
- META
- LRCX
- FICO
- GOOGL
Filing on Jul 24, 2025
Q2 2025
Financial Connections Group, Inc.
- DFAU
- ESGV
- VUG
- DFIV
- VIGI
- USXF
- JCPB
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Dhjj Financial Advisors, Ltd.
- QQQ
- IJH
- SCHD
- SCHG
- JPST
- IWM
- IWF