Largest Portfolios by Value
Filing on May 05, 2025
Q1 2025
Bluestem Financial Advisors, LLC
- IVV
- BND
- VB
- VEU
- VNQ
- BSV
- EAGG
Filing on Apr 29, 2025
Q1 2025
Raleigh Capital Management Inc.
- FISR
- XLSR
- SPDW
- SPEM
- SPY
- IVV
- MSFT
Filing on Feb 14, 2025
Q4 2024
Wills Financial Group, Inc.
- BRK-B
- AAPL
- MSFT
- LMT
- DHR
- PANW
- PG
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Ncm Capital Management, LLC
- NVDA
- TPL
- DIVO
- JEPI
- SCHD
- MSFT
- AAPL
Filing on May 07, 2025
Q1 2025
Ridgewood Investments LLC
- BRK-B
- SHV
- GOOGL
- MKL
- VOO
- VT
- BSV
Filing on May 08, 2025
Q1 2025
American Financial Group Inc
- NXST
- C
- ACI
- TALO
- CMCSA
- GM
- EPD
Filing on May 13, 2025
Q1 2025
Moerus Capital Management LLC
- WPM
- NTR
- JEF
- ARCO
- BBD
- VAL
- DOUG
Filing on May 05, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Weitzel Financial Services, Inc.
- SPTM
- VEA
- SCHD
- SPAB
- LMBS
- AOM
- BNDX
Filing on May 15, 2025
Q1 2025
Teza Capital Management LLC
- JPM
- DIS
- META
- GOOG
- BAC
- TRGP
- FCX
Filing on Apr 24, 2025
Q1 2025
Altus Wealth Management, LLC
- VTI
- QQQ
- OEF
- DGRO
- IJH
- IEO
- PG
Filing on May 12, 2025
Q1 2025
Zeno Equity Partners LLP
- MEDP
- DHR
- AMZN
- TXN
- APPF
- DSGX
- GE
Filing on May 02, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Coastal Investment Advisors, Inc.
- AAPL
- NVDA
- AMZN
- OXLC
- MSFT
- MSTR
- GOOG