Largest Portfolios by Value
Filing on May 12, 2023
Q1 2023
Security Asset Management
- AAPL
- JPM
- DHR
- MSFT
- MA
- ROP
- BLK
Filing on Jan 23, 2025
Q4 2024
New Millennium Group LLC
- MSFT
- NVDA
- AAPL
- AVGO
- GOOGL
- AMZN
- IVV
Filing on Jan 22, 2025
Q4 2024
Mbe Wealth Management, LLC
- QQQ
- VB
- SPYV
- USRT
- IVV
- SCHP
- ACIO
Filing on Aug 02, 2022
Q2 2022
Guy Spier
Aquamarine Capital Management, LLC
- BRKB
- AXP
- BAC
- MA
- RACE
- BRK-A
- MU
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 23, 2025
Q4 2024
Cairn Investment Group, Inc.
- VXUS
- AAPL
- VWO
- AYI
- GS
- BKNG
- GDX
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Mc Broom & Associates, LLC
- NVDA
- COST
- DKS
- ISRG
- ORLY
- TSLA
- AAPL
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Carson Allaria Wealth Management, Ltd.
- SPYV
- SPYG
- DFUS
- SLYV
- IDEV
- DFAS
- MINO
Filing on Feb 03, 2025
Q4 2024
Filing on Feb 14, 2023
Q4 2022
Cribstone Capital Management, LLC
- XLK
- GLD
- XLF
- TOTL
- AAPL
- XLY
- VEA
Filing on Feb 13, 2025
Q4 2024
Little Harbor Advisors, LLC
- SPY
- QQQ
- BKLN
- SRLN
- SJNK
- FTSL
- SHYG
Filing on Jan 29, 2025
Q4 2024
Keener Financial Planning LLC
- SPTM
- VEA
- IJR
- AVLV
- VWO
- VTI
- SPYV
Filing on Aug 14, 2024
Q2 2024
Filing on Feb 14, 2025
Q4 2024
Orchard Capital Managment, LLC
- ENVA
- TBBK
- CRTO
- CASH
- TRN
- ACA
- MWA