Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Hillcrest Wealth Advisors Ny, LLC
- VOO
- IWM
- VEA
- VEU
- IWN
- SPY
- IWO
Filing on May 12, 2025
Q1 2025
Amtrust Financial Services, Inc.
- IVV
- VOO
- IGSB
- VV
- AGG
- SPIB
- SPAB
Filing on May 14, 2025
Q1 2025
Cobalt Capital Management, Inc.
- GLD
- AL
- VST
- TOL
- HES
- COF
- DVN
Filing on May 06, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
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 Jul 11, 2025
Q2 2025
Shelton Wealth Management, LLC
- FTSM
- IBTK
- IBTJ
- IBTI
- IBTH
- IBTG
- IWR
Filing on Apr 28, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Jul 08, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Masso Torrence Wealth Management Inc.
- NVDA
- XMHQ
- AAPL
- DIVB
- JEPI
- QQQ
- DGRW
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 Jul 14, 2025
Q2 2025
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