Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Paces Ferry Wealth Advisors, LLC
- SCHG
- NVDA
- SCHD
- AFL
- AAPL
- JPST
- FLOT
Filing on Nov 04, 2025
Q3 2025
Cherry Creek Investment Advisors, Inc.
- VRIG
- NVDA
- MSFT
- TDIV
- AMZN
- AAPL
- IBM
Filing on Oct 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Concorde Asset Management, LLC
- IVV
- SPMO
- QQQ
- NVDA
- BUFQ
- BUFR
- SPY
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Draper Asset Management, LLC
- QQQ
- AAPL
- NVDA
- AMZN
- GOOGL
- META
- TSLA
Filing on Oct 27, 2025
Q3 2025
Keating Investment Counselors Inc
- STIP
- BIL
- AEM
- OII
- VOD
- SU
- CRRFY
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Morgan Dempsey Capital Management LLC
- C
- T
- WEC
- CSCO
- ETR
- XOM
- GD
Filing on Oct 20, 2025
Q3 2025
Hillcrest Wealth Advisors Ny, LLC
- VOO
- IWM
- VEA
- VEU
- IWN
- SPY
- IWO
Filing on Oct 14, 2025
Q3 2025
Ironwood Wealth Management, Inc.
- BKLN
- JPST
- PULS
- IUSV
- IJR
- IVV
- IVE
Filing on Oct 28, 2025
Q3 2025
Blue Square Asset Management, LLC
- GBIL
- VOO
- QQQ
- NVDA
- SCHF
- AMZN
- GBTC
Filing on Nov 04, 2025
Q3 2025
Leicht Financial Planning & Wealth Management, Inc.
- SPYG
- SPYV
- SPTI
- SPDW
- SPMB
- SPSM
- SPIB
Filing on Nov 03, 2025
Q3 2025
Genesee Capital Advisors, LLC
- SCHB
- FXL
- QQQ
- AAPL
- BRK-B
- FYX
- SPYD
Filing on Nov 12, 2025
Q3 2025
Nierenberg Investment Management Company, Inc.
- PBPB
- EQT
- COOP
- LYFT
- SPY
- RVSB
- QQQ
Filing on Nov 14, 2025
Q3 2025
Meros Investment Management, LP
- DCO
- PLYM
- MGNI
- PLAB
- WTTR
- THR
- MDXG
Filing on Oct 22, 2025
Q3 2025