Largest Portfolios by Value
Filing on May 05, 2025
Q1 2025
Ascension Capital Advisors, Inc.
- RDVY
- SCHX
- ARKK
- JPST
- SCHA
- SPY
- IVW
Filing on Apr 25, 2025
Q1 2025
Crown Wealth Group, LLC
- DFUS
- SPLG
- BALT
- QUAL
- MSFT
- SGOV
- VUG
Filing on Apr 21, 2025
Q1 2025
Azarias Capital Management, L.P.
- SPY
- TBI
- URG
- TMST
- NXE
- MTRX
- IPI
Filing on Apr 22, 2025
Q1 2025
Moser Wealth Advisors, LLC
- MSFT
- AMZN
- AAPL
- VBR
- BRK-B
- NVDA
- MA
Filing on Feb 06, 2024
Q4 2023
Provence Wealth Management Group
- IVV
- SPY
- AAPL
- IUSB
- MSFT
- QUAL
- NVDA
Filing on May 06, 2025
Q1 2025
Aigh Capital Management LLC
- QQQ
- ADES
- MYO
- PSNL
- SCPH
- BLZE
- GLW
Filing on Aug 10, 2023
Q2 2023
Heron Financial Group, LLC
- VUG
- VOO
- EFAV
- IWR
- IWP
- IJJ
- VYM
Filing on Apr 16, 2025
Q1 2025
Birch Capital Management, LLC
- AAPL
- GWW
- MSFT
- NVO
- RMD
- AMGN
- SPGI
Filing on May 14, 2025
Q1 2025
Granby Capital Management, LLC
- SPY
- VEU
- RSP
- BKLN
- TLT
- NUV
- IVV
Filing on May 14, 2025
Q1 2025
Bullseye Asset Management LLC
- HLNE
- GWRE
- NCLH
- OLLI
- ZETA
- INSP
- FOUR
Filing on Apr 22, 2025
Q1 2025
Sivik Global Healthcare LLC
- XBI
- BSX
- THC
- HCA
- LLY
- MCK
- DHR
Filing on Apr 15, 2025
Q1 2025
Financial Council Asset Management Inc
- CGGO
- CGGR
- IUSG
- SPYV
- AAPL
- IUSV
- SPYG
Filing on Apr 23, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Jan 31, 2023
Q4 2022
Filing on Apr 10, 2025
Q1 2025
Maltin Wealth Management, Inc.
- YJUN
- IAU
- JAAA
- BAB
- VSS
- HDV
- KJUL
Filing on Apr 24, 2025
Q1 2025