Largest Portfolios by Value
Filing on May 06, 2025
Q1 2025
Ivy Rock Asset Management (Hk) LTD
- PDD
- LEGN
- BABA
- CSIQ
- EDU
- SMMT
- GLD
Filing on Apr 08, 2025
Q1 2025
Ivc Wealth Advisors LLC
- VUG
- AAPL
- JEPI
- PVAL
- SCHV
- JAAA
- USIG
Filing on Apr 10, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Joseph P. Lucia & Associates, LLC
- AAPL
- NOBL
- SMH
- SCHB
- AMZN
- SCHG
- NVDA
Filing on May 14, 2025
Q1 2025
Cutler Capital Management, LLC
- AEM
- MET
- TSBK
- EXSR
- SHEL
- ET
- FBIZ
Filing on May 19, 2025
Q1 2025
Filing on May 12, 2023
Q1 2023
Hitchwood Capital Management LP
- TSLA
- FND
- MSFT
- AMZN
- META
- BRK-B
- TW
Filing on May 15, 2025
Q1 2025
Fort Baker Capital Management LP
- FYBR
- NWSA
- DNB
- NESR
- SPR
- ESGR
- RKT
Filing on Apr 29, 2025
Q1 2025
Viewpoint Capital Management LLC
- AMZN
- VOO
- NVDA
- BAC
- IWN
- XHB
- MSFT
Filing on May 01, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Viewpoint Investment Partners Corp
- TIP
- EMLC
- HYG
- VTI
- AOR
- VOO
- BRK-B
Filing on Apr 10, 2025
Q1 2025
Morris Retirement Advisors, LLC
- IVV
- DJD
- IHYF
- LMBS
- BIL
- SRLN
- QQQE
Filing on Apr 10, 2025
Q1 2025
Chronos Wealth Management, LLC
- LLY
- AAPL
- MSFT
- BRK-B
- V
- GOOG
- AMZN
Filing on May 22, 2023
Q1 2023
Filing on May 16, 2025
Q1 2025
Aaf Wealth Management, LLC
- IVV
- IDEV
- VTV
- QQQM
- VYMI
- IJH
- DIA
Filing on Apr 22, 2025
Q1 2025
Dixon Fnancial Services, Inc.
- DFIV
- DFAS
- DFUV
- DFUS
- IWF
- BRK-A
- AAPL
Filing on May 15, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Spring Capital Management, LLC
- AAPL
- BRO
- ETN
- DE
- QCOM
- ORCL
- V