Largest Portfolios by Value
Filing on Apr 10, 2025
Q1 2025
Leverty Financial Group, LLC
- SCHX
- SCHF
- IVV
- SPY
- SPLG
- IJH
- EFA
Filing on May 05, 2025
Q1 2025
Bernzott Capital Advisors
- MP
- HCI
- AMT
- PCH
- NVEE
- JBI
- JJSF
Filing on May 08, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Financial Avengers, Inc.
- AMZN
- AAPL
- NVDA
- BRK-B
- GOOG
- SCHW
- AXP
Filing on Apr 24, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Fortress Wealth Group, LLC
- VTV
- VUG
- QQQ
- JEPQ
- SPY
- MOAT
- COWZ
Filing on Apr 29, 2025
Q1 2025
Forte Asset Management LLC
- IVE
- QUAL
- IXUS
- DGRO
- IWV
- EFG
- IDV
Filing on May 14, 2025
Q1 2025
Westport Asset Management Inc
- WTW
- SNPS
- UHS
- MTG
- ZBRA
- CHKP
- DRI
Filing on May 06, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Hms Capital Management, LLC
- SPY
- LQD
- QQQ
- XHB
- AIQ
- NVDA
- IWP
Filing on Oct 04, 2022
Q3 2022
Ubp Investment Advisors Sa
- FLRN
- SPIP
- EEM
- SGOL
- QAI
- NEAR
- BIL
Filing on Apr 22, 2025
Q1 2025
Genesee Capital Advisors, LLC
- SCHB
- FXL
- AAPL
- QQQ
- BRK-B
- SPY
- SPYD
Filing on Apr 23, 2025
Q1 2025
Sfg Wealth Management, Llc.
- SPY
- AVUV
- XLV
- MDYG
- IEF
- SPTM
- AVUS
Filing on May 14, 2025
Q1 2025
Filing on Apr 08, 2025
Q1 2025
Hoffman, Alan N Investment Management
- AAPL
- AMZN
- MSFT
- COST
- GOOGL
- GOOG
- NVDA
Filing on Apr 14, 2025
Q1 2025
Ayrshire Capital Management LLC
- MSFT
- APH
- AAPL
- MA
- AMZN
- AJG
- COST