Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Segra Capital Management, LLC
- NXE
- DNN
- BWXT
- URG
- UEC
- CCJ
- VST
Filing on Apr 11, 2025
Q1 2025
Life Guide Financial Advisors, LLC
- SCHP
- IEF
- DFAC
- ESGV
- VTI
- DFIC
- VSGX
Filing on Apr 30, 2025
Q1 2025
Blackhawk Capital Partners Llc.
- VGSH
- META
- AAPL
- LLY
- JAAA
- MSFT
- AMZN
Filing on May 01, 2025
Q1 2025
Trail Ridge Investment Advisors, LLC
- GSIE
- EMXC
- VNLA
- AAPL
- IVV
- MSFT
- COST
Filing on Apr 10, 2025
Q1 2025
Smi Advisory Services, LLC
- BSCP
- GLD
- BIV
- IWD
- IVV
- VXF
- SCHO
Filing on May 15, 2025
Q1 2025
Retirement Planning CO Of New England, Inc.
- AAPL
- NVDA
- ABBV
- META
- AMZN
- BX
- MSFT
Filing on May 09, 2025
Q1 2025
Silver Oak Advisory Group, Inc.
- BND
- BNDX
- BSV
- VTEB
- DFAC
- DFAX
- VTI
Filing on May 08, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Chb Investment Group, LLC
- BIV
- LQD
- ANGL
- VCIT
- AXON
- FISV
- BRO
Filing on Apr 25, 2024
Q1 2024
Caliber Wealth Management, LLC
- SPY
- QUAL
- VO
- VB
- VGT
- IHDG
- AVGO
Filing on May 15, 2025
Q1 2025
Logan Stone Capital, LLC
- USHY
- NWSA
- JNK
- SRLN
- BTT
- VNQ
- LEO
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Lee Johnson Capital Management, LLC
- SGOV
- JEPI
- JEPQ
- AAPL
- WMB
- AMZN
- AXP
Filing on Apr 18, 2025
Q1 2025
Filing on Aug 15, 2023
Q2 2023
First Capital Advisors Group, Llc.
- SSUS
- QQQ
- AAPL
- GSLC
- GLD
- JPUS
- ITOT
Filing on May 06, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Proactive Wealth Strategies LLC
- FV
- TBIL
- NVDA
- FTLS
- FVD
- AAPL
- RDVY