Largest Portfolios by Value
Filing on Feb 15, 2023
Q4 2022
Filing on Apr 28, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Filing on Jun 05, 2025
Q1 2025
Bontempo Ohly Capital Mgmt LLC
- EFA
- IVV
- DG
- PAYX
- ADP
- JNJ
- KO
Filing on Apr 14, 2025
Q1 2025
Deane Retirement Strategies, Inc.
- TLT
- IEF
- VTIP
- EDV
- VEU
- VGSH
- VONV
Filing on Apr 25, 2025
Q1 2025
Wealthstar Advisors, LLC
- SPXL
- LQD
- HYG
- TXN
- IGSB
- IGIB
- TLH
Filing on May 12, 2025
Q1 2025
Brilliance Asset Management LTD
- LI
- EDU
- YMM
- BZ
- FUTU
- TPR
- GOOG
Filing on May 08, 2025
Q1 2025
Collaborative Wealth Managment Inc.
- SPYV
- SPMD
- HYMB
- SPYG
- PFFD
- SPMB
- USFR
Filing on Apr 15, 2025
Q1 2025
Strategic Equity Management
- SCHX
- SPY
- VV
- IWV
- ITOT
- IVW
- COWZ
Filing on May 15, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Range Financial Group LLC
- PJAN
- SPLG
- NVDA
- LLY
- RCL
- PM
- BKNG
Filing on Apr 30, 2025
Q1 2025
Optimum Investment Advisors
- AAPL
- SPY
- NVDA
- MSFT
- COST
- VGT
- MUNI
Filing on Apr 09, 2025
Q1 2025
Mitchell & Pahl Private Wealth, LLC
- AAPL
- MSFT
- UNH
- AVGO
- XOM
- PG
- WM
Filing on May 06, 2025
Q1 2025
Next Capital Management LLC
- IVV
- QQQ
- META
- AAPL
- IEFA
- AMZN
- VTI
Filing on Apr 10, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Filing on Apr 07, 2025
Q1 2025
Eastover Investment Advisors LLC
- AAPL
- AVGO
- JBL
- MSFT
- NVDA
- AMZN
- RTX