Largest Portfolios by Value
Filing on May 20, 2024
Q1 2024
Highlander Capital Management, LLC
- MSFT
- BRK-B
- UNH
- AAPL
- SYK
- AMGN
- CNX
Filing on Oct 27, 2025
Q3 2025
Bcs Private Wealth Management, Inc.
- MSFT
- JPM
- BRK-B
- IGSB
- AAPL
- OSCR
- IEFA
Filing on Oct 22, 2025
Q3 2025
Bigelow Investment Advisors, LLC
- IVV
- SPY
- IAU
- VIG
- AAPL
- IJH
- MSFT
Filing on Dec 10, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Garner Asset Management Corp
- QQQ
- BRK-B
- VTI
- NVDA
- AAPL
- RMR
- RSP
Filing on Oct 20, 2025
Q3 2025
Optimum Investment Advisors
- AAPL
- NVDA
- SPY
- MSFT
- VGT
- GOOG
- COST
Filing on Oct 01, 2025
Q3 2025
Gp Brinson Investments LLC
- VTI
- VEA
- AGG
- VWO
- EPD
- AAPL
- FSK
Filing on Apr 17, 2023
Q1 2023
Baldrige Asset Management LLC
- DFAC
- VCSH
- MSCI
- VBR
- AAPL
- AGG
- VTI
Filing on Nov 14, 2025
Q3 2025
Ncm Capital Management, LLC
- NVDA
- DIVO
- TPL
- MSFT
- JEPI
- VUG
- AVUV
Filing on Nov 12, 2025
Q3 2025
Retirement Capital Strategies
- VT
- VTI
- BIV
- AGG
- VOO
- SPTM
- EFIV
Filing on Nov 13, 2025
Q3 2025
S Squared Technology, LLC
- LSCC
- KRYS
- SYM
- KTOS
- PRLB
- OLED
- AMBA
Filing on May 15, 2025
Q1 2025
Redwood Investments, LLC
- NVDA
- AMZN
- GOOGL
- IBN
- JPM
- ROP
- ACN
Filing on Nov 10, 2025
Q3 2025
Vesey Street Capital Partners, L.L.C.
- AIRS
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Flynn Zito Capital Management, LLC
- PRF
- HFXI
- AAPL
- IWF
- FLQM
- NVDA
- MSFT
Filing on Oct 16, 2025
Q3 2025
Filing on Aug 09, 2024
Q2 2024
Taylor Hoffman Wealth Management
- AAPL
- ANET
- AMAT
- META
- LRCX
- FICO
- GOOGL
Filing on Oct 10, 2025
Q3 2025