Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Autumn Glory Partners, LLC
- VOO
- MSFT
- SPY
- OKE
- DGRO
- BRK-B
- FNV
Filing on Feb 14, 2025
Q4 2024
Wills Financial Group, Inc.
- BRK-B
- AAPL
- MSFT
- LMT
- DHR
- PANW
- PG
Filing on Jul 30, 2025
Q2 2025
Beech Hill Advisors, Inc.
- META
- AMZN
- GOOGL
- AVGO
- UBER
- MSFT
- AAPL
Filing on Jul 18, 2025
Q2 2025
Miller Wealth Advisors, LLC
- AMZN
- AAPL
- XOM
- MSFT
- GOOG
- GOOGL
- NVDA
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Dopkins Wealth Management, LLC
- DFAC
- DFUV
- DFIV
- DFAT
- AVDV
- VBK
- AVEM
Filing on Aug 15, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 01, 2025
Q2 2025
Banc First Trust & Investment Management
- BANF
- XOM
- VBR
- BND
- VOO
- BSV
- LEVI
Filing on Jul 22, 2025
Q2 2025
Firethorn Wealth Partners, LLC
- JAAA
- DFAC
- DFAU
- IVV
- QUAL
- IVW
- SPLG
Filing on Aug 12, 2025
Q2 2025
Financial Avengers, Inc.
- NVDA
- AMZN
- AAPL
- BRK-B
- GOOG
- SCHW
- AXP
Filing on Aug 07, 2025
Q2 2025
Meridian Financial Partners LLC
- VOO
- DGRO
- JMEE
- IWY
- AAPL
- MSFT
- IVV
Filing on Aug 14, 2025
Q2 2025
Abbot Financial Management, Inc.
- MSFT
- NVDA
- AAPL
- JPM
- VUG
- GOOGL
- XLK
Filing on Jul 24, 2025
Q2 2025
Bryant Woods Investment Advisors, LLC
- IVV
- IJH
- VOO
- AAPL
- IJR
- IVOO
- JIRE
Filing on Jul 22, 2025
Q2 2025
Hillcrest Wealth Advisors Ny, LLC
- VOO
- IWM
- VEA
- VEU
- SPY
- IWN
- IWO
Filing on Jul 14, 2025
Q2 2025
Filing on Aug 14, 2024
Q2 2024
Wunderlich Capital Managemnt
- JPST
- MSFT
- AMZN
- AAPL
- AVGO
- META
- IEF
Filing on Jul 16, 2025
Q2 2025