Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Cherry Creek Investment Advisors, Inc.
- VRIG
- AMZN
- AAPL
- TDIV
- MSFT
- IBM
- NVDA
Filing on May 06, 2025
Q1 2025
Strategic Financial Partners, Ltd.
- SPLG
- VONG
- AGG
- SPDW
- SPYV
- IWR
- IJR
Filing on Apr 23, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Paces Ferry Wealth Advisors, LLC
- SCHG
- AFL
- SCHD
- AAPL
- JPST
- NVDA
- FLOT
Filing on Apr 25, 2024
Q1 2024
Filing on May 13, 2025
Q1 2025
Independent Family Office, LLC
- SPY
- IAU
- PTC
- IWD
- TOST
- GLD
- IWM
Filing on Apr 25, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Cornercap Investment Counsel Inc
- JNJ
- WFC
- CSCO
- META
- COP
- JPM
- BMY
Filing on Apr 23, 2025
Q1 2025
Intelligent Financial Strategies
- BRK-B
- VOO
- VTI
- BRK-A
- DFUV
- AAPL
- VIG
Filing on May 16, 2025
Q1 2025
S Squared Technology, LLC
- KRYS
- OLED
- KTOS
- LSCC
- PRLB
- MRVL
- ALGM
Filing on Mar 18, 2025
Q4 2024
Triton Wealth Management, Pllc
- KNX
- SCHG
- QQQ
- AAPL
- BUFR
- NVDA
- AMZN
Filing on Apr 25, 2025
Q1 2025
Sterling Group Wealth Management, LLC
- SPLG
- SPHQ
- EFA
- VEA
- SPYV
- IVW
- AAPL
Filing on May 09, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Tandem Wealth Advisors LLC
- AGG
- MDY
- EFA
- MBB
- VCSH
- SPY
- DGRO
Filing on Apr 11, 2025
Q1 2025
Tower Wealth Partners, Inc.
- VSMV
- JAAA
- SPYG
- RECS
- IJH
- AVUV
- IOO
Filing on Apr 16, 2025
Q1 2025