Largest Portfolios by Value
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
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 Jul 10, 2025
Q2 2025
Worth Asset Management, LLC
- AOR
- SGOV
- QQQ
- BIL
- SPLG
- IEI
- HYG
Filing on May 15, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Pca Investment Advisory Services Inc.
- IVV
- IUSV
- DFAS
- IUSG
- VTV
- VUG
- IJH
Filing on May 15, 2025
Q1 2025
Concorde Asset Management, LLC
- FTSM
- IVV
- IUSB
- NVDA
- IVW
- AAPL
- QUAL
Filing on Jul 09, 2025
Q2 2025
Filing on May 05, 2025
Q1 2025
Washburn Capital Management, Inc.
- SPY
- MDY
- VTI
- QQQ
- NVDA
- AAPL
- V
Filing on May 13, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
My.Alpha Management Hk Advisors LTD
- TAL
- PDD
- FUTU
- X
- QFIN
- BEKE
- TSM
Filing on May 01, 2025
Q1 2025
Goal Fusion Wealth Management, LLC
- AGG
- IVV
- VT
- VCIT
- VB
- VTV
- VDE
Filing on May 09, 2025
Q1 2025
R. W. Roge & Company, Inc.
- VOO
- VUG
- VTV
- SPTL
- GLDM
- SCHX
- VGIT
Filing on May 13, 2025
Q1 2025
Santa Monica Partners LP
- MA
- BCPC
- BR
- GRMN
- BELFB
- BRK-A
- BELFA
Filing on May 12, 2025
Q1 2025
Aft, Forsyth & Company, Inc.
- NVDA
- AAPL
- MSFT
- LLY
- V
- AMZN
- MA
Filing on Apr 29, 2025
Q1 2025
Interactive Financial Advisors
- IVV
- AGG
- VIG
- VEA
- QQQ
- QUAL
- TLT