Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Investmark Advisory Group LLC
- DFUV
- DFUS
- AAPL
- CGGR
- PM
- DFAC
- MO
Filing on Aug 13, 2025
Q2 2025
Cobalt Capital Management, Inc.
- AL
- COF
- VST
- GLD
- UAL
- WDC
- CCK
Filing on Aug 14, 2025
Q2 2025
Bryan Lawrence
Oakcliff Capital Partners, LP
- IBKR
- GIL
- TDG
- GOOG
- GWRE
- NRP
- LEN
Filing on Jul 08, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Masso Torrence Wealth Management Inc.
- NVDA
- XMHQ
- AAPL
- DIVB
- JEPI
- QQQ
- DGRW
Filing on Jan 23, 2024
Q4 2023
Filing on Aug 13, 2025
Q2 2025
Alpine Investment Management LTD
- PDD
- YMM
- YY
- ZGN
- DECK
Filing on Jul 14, 2025
Q2 2025
Filing on Apr 30, 2024
Q1 2024
Derbend Asset Management
- IVW
- JEPI
- IVE
- JEPQ
- QUAL
- RSP
- AAPL
Filing on Apr 21, 2023
Q1 2023
Ahrens Investment Partners LLC
- MOAT
- FVD
- USMV
- AAPL
- FDLO
- IHI
- GLD
Filing on Aug 07, 2025
Q2 2025
Arbor Trust Wealth Advisors, LLC
- JCPB
- SCHG
- SCHM
- SCHF
- ABBV
- MDY
- AAPL
Filing on Jul 08, 2025
Q2 2025
Northstar Advisory Group, LLC
- XLF
- NVDA
- MSFT
- IVV
- AMZN
- NFLX
- IGM
Filing on Nov 09, 2022
Q2 2022
Titus Wealth Management
- HDV
- AAPL
- VNLA
- QQQ
- BRK-A
- SKYY
- IEFA
Filing on Jul 25, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
West Chester Capital Advisors, Inc
- VOO
- IEF
- IEI
- VGSH
- VGLT
- IGSB
- QQQ
Filing on Aug 12, 2025
Q2 2025
Cooper/Haims Advisors, LLC
- SCHE
- VGK
- IVV
- JCPB
- REET
- SCHX
- PAYX
Filing on Jul 15, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
1492 Capital Management LLC
- VRNA
- MGNI
- CRS
- CPA
- ZETA
- IMAX
- FOUR