Largest Portfolios by Value
Filing on May 05, 2025
Q1 2025
Pavion Blue Capital, LLC
- MSFT
- BRK-B
- WMT
- COST
- BAC
- AXP
- GOOG
Filing on Apr 23, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Crescent Park Management, L.P.
- AVGO
- SBAC
- KKR
- AMZN
- CLBT
- PCOR
- WIX
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
5th Street Advisors, LLC
- VEU
- JSCP
- VTI
- LQD
- VTV
- TDTT
- SPHY
Filing on Apr 30, 2025
Q1 2025
Peoples Financial Services Corp.
- LLY
- AAPL
- PFIS
- MSFT
- AMZN
- AVGO
- MCD
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Hubbell Strickland Wealth Management, LLC
- VIG
- IVV
- SDY
- IJH
- VUG
- PHYS
- DGRO
Filing on May 14, 2025
Q1 2025
Entry Point Capital, LLC
- ELY
- THR
- APH
- AIN
- STRA
- CMPS
- TRMB
Filing on Apr 08, 2025
Q1 2025
Red Spruce Capital, LLC
- GOOGL
- BSCQ
- BSCR
- ABBV
- BSCS
- AVGO
- MSFT
Filing on May 15, 2025
Q1 2025
Filing on Apr 07, 2025
Q1 2025
Benchmark Wealth Management, LLC
- VUG
- BND
- VOO
- VYM
- VTV
- VEU
- VB
Filing on May 13, 2025
Q1 2025
Intrepid Financial Planning Group LLC
- IVV
- SPY
- IWF
- PGX
- AAPL
- JEPI
- RSP
Filing on Apr 30, 2025
Q1 2025
John W. Brooker & Co., Cp As
- JCPB
- JPST
- FBND
- IJR
- DYNF
- SCHD
- BOND
Filing on Apr 10, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Denver Wealth Management, Inc.
- SPLG
- QQQM
- RWL
- JAAA
- IWF
- AAPL
- RDVY
Filing on Apr 21, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Garrison Point Advisors, LLC
- MSFT
- AAPL
- BRK-A
- IVV
- NVDA
- PG
- ORCL