Largest Portfolios by Value
Filing on Apr 29, 2025
Q1 2025
Investor'S Fiduciary Advisor Network, LLC
- SCHD
- AAPL
- QQQ
- MSFT
- BIL
- QUAL
- O
Filing on Aug 14, 2024
Q2 2024
Wunderlich Capital Managemnt
- JPST
- MSFT
- AMZN
- AAPL
- AVGO
- META
- IEF
Filing on May 15, 2025
Q1 2025
Sailing Stone Capital Partners LLC
- CMP
- IE
- RRC
- AR
- EPD
- WMB
- CCJ
Filing on Apr 10, 2025
Q1 2025
Wealth Management Partners, LLC
- NVDA
- QQQ
- IAU
- AAPL
- IVV
- MSFT
- FDN
Filing on Jan 29, 2025
Q4 2024
Filing on May 14, 2025
Q1 2025
Dg Capital Management, LLC
- MCY
- ATEX
- TLT
- THC
- BUR
- MCY
- CZR
Filing on May 15, 2024
Q1 2024
Filing on Nov 14, 2023
Q3 2023
Filing on May 15, 2025
Q1 2025
Oxbow Capital Management (Hk) LTD
- IBN
- AVGO
- TCOM
- MMYT
- VNET
- DECK
- BEKE
Filing on Apr 22, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Compass Advisory Group LLC
- SCHB
- BALT
- SCHM
- VTI
- CALF
- VGLT
- MOAT
Filing on May 13, 2025
Q1 2025
Filing on Feb 03, 2023
Q4 2022
Filing on Apr 11, 2025
Q1 2025
Disciplined Investments, LLC
- DFIV
- VCSH
- SJNK
- VGSH
- DFAT
- PSX
- VUG
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2023
Q1 2023
Chimera Capital Management LLC
- EAT
- SBH
- HIMS
- OXM
- SBUX
- OSTK
- PLCE