Largest Portfolios by Value
Filing on Feb 14, 2023
Q4 2022
Hotaling Investment Management, LLC
- AAPL
- MSFT
- GOOGL
- JNJ
- UNH
- AMZN
- NEE
Filing on Oct 23, 2025
Q3 2025
Filing on Jan 20, 2023
Q4 2022
Filing on Nov 07, 2025
Q3 2025
Silver Oak Advisory Group, Inc.
- BND
- BNDX
- BSV
- DFAC
- DFAX
- VTI
- VTEB
Filing on Nov 17, 2025
Q3 2025
Investidor Profissional Gestao De Recursos Ltda.
- QQQ
- SPY
- BKNG
- TDG
- MA
- MSFT
- V
Filing on Oct 07, 2025
Q3 2025
Eastover Investment Advisors LLC
- AVGO
- AAPL
- NVDA
- GOOG
- MSFT
- JBL
- AMZN
Filing on Nov 24, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Carolina Wealth Advisors, LLC
- SCHQ
- BKAG
- SCHP
- DELL
- SPHY
- BKLC
- FAST
Filing on Oct 09, 2025
Q3 2025
Ivc Wealth Advisors LLC
- VUG
- AAPL
- PVAL
- JEPI
- USIG
- JAAA
- JEPQ
Filing on Oct 06, 2025
Q3 2025
Smi Advisory Services, LLC
- GLD
- BSCP
- BIV
- IVV
- IWF
- VXF
- XLK
Filing on Jan 17, 2024
Q4 2023
Columbia Trust CO 01012016
- MSFT
- AAPL
- TLH
- IEMG
- EMXC
- IEFA
- GOOGL
Filing on Nov 03, 2025
Q3 2025
Sightline Wealth Advisors, LLC
- RSP
- BND
- VTV
- SCHF
- SCHA
- SCHM
- VUG
Filing on Oct 17, 2025
Q3 2025
Melone Private Wealth, LLC
- DON
- USFR
- IHDG
- SPTI
- DIA
- SPYG
- DGRW
Filing on Nov 12, 2025
Q3 2025
Beaton Management Co. Inc.
- NVDA
- MSFT
- AAPL
- JPM
- META
- ORLY
- AMZN
Filing on Nov 05, 2025
Q3 2025
Green Court Capital Management LTD
- PDD
- TCOM
- TME
- EDU
Filing on Nov 12, 2025
Q3 2025
Westport Asset Management Inc
- SNPS
- WTW
- UHS
- MTG
- ORCL
- ZBRA
- URI
Filing on Nov 14, 2025
Q3 2025
Axiom Financial Strategies, LLC
- IVV
- RSP
- SPHB
- VOT
- VO
- AVDE
- VXUS
Filing on Oct 22, 2025
Q3 2025
Royal Harbor Partners, LLC
- JCPB
- CGDV
- DYNF
- DFUS
- SPTM
- IEFA
- CGGO