Largest Portfolios by Value
Filing on Apr 30, 2025
Q1 2025
New England Professional Planning Group Inc.
- IVV
- JIRE
- IJH
- IJR
- RJF
- IXUS
- XOM
Filing on Apr 24, 2025
Q1 2025
Boyd Wealth Management, LLC
- AGG
- VOO
- SCHF
- SPYG
- VTV
- HYLB
- IVV
Filing on Apr 08, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Jan 23, 2024
Q4 2023
Filing on May 12, 2025
Q1 2025
Sustainable Insight Capital Management, LLC
- AAPL
- AVGO
- PANW
- AMZN
- CMG
- T
- TMUS
Filing on Apr 30, 2024
Q1 2024
Derbend Asset Management
- IVW
- JEPI
- IVE
- JEPQ
- QUAL
- RSP
- AAPL
Filing on Apr 21, 2023
Q1 2023
Ahrens Investment Partners LLC
- MOAT
- FVD
- USMV
- AAPL
- FDLO
- IHI
- GLD
Filing on Nov 09, 2022
Q2 2022
Titus Wealth Management
- HDV
- AAPL
- VNLA
- QQQ
- BRK-A
- SKYY
- IEFA
Filing on Apr 25, 2025
Q1 2025
Deseret Mutual Benefit Administrators
- OMFL
- HYG
- FLTR
- CLOI
- AAPL
- META
- BRK-B
Filing on May 07, 2025
Q1 2025
Your Advocates Ltd., LLP
- DFIC
- DFEM
- BOND
- SCHR
- DFAS
- FNDX
- GLD
Filing on May 15, 2025
Q1 2025
Manatuck Hill Partners, LLC
- PHYS
- PSLV
- REAL
- FTI
- XLF
- IMAX
- COMP
Filing on May 15, 2025
Q1 2025
Ararat Capital Management, LP
- BY
- GIL
- PLOW
- FROG
- CWH
- ENFN
- EWCZ
Filing on May 15, 2025
Q1 2025
Camarda Financial Advisors, LLC
- SPY
- IVW
- QQQ
- IJJ
- IJS
- DIA
- AAPL
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Westerly Capital Management, LLC
- VIAV
- LUMN
- MTRX
- CGNT
- BIDU
- HDSN
- CIEN