Largest Portfolios by Value
Filing on Oct 28, 2025
Q3 2025
Peoples Financial Services Corp.
- AAPL
- MSFT
- AVGO
- LLY
- PFIS
- AMZN
- MCD
Filing on Oct 28, 2025
Q3 2025
Cairn Investment Group, Inc.
- VXUS
- VWO
- GDX
- CAH
- AAPL
- EWZ
- AYI
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Mitchell Sinkler & Starr
- MSFT
- AAPL
- NVDA
- VOO
- SCHB
- PG
- VTI
Filing on Oct 23, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Ridgecrest Wealth Partners, LLC
- AAPL
- GOOGL
- DGRO
- NVDA
- VOO
- MSFT
- IVV
Filing on Dec 15, 2025
Q3 2025
Harbour Investment Management LLC
- MSFT
- COST
- AAPL
- JPST
- AVGO
- AMZN
- BRK-B
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Joseph P. Lucia & Associates, LLC
- SMH
- AAPL
- NVDA
- SCHB
- NOBL
- AMZN
- SCHG
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
American Financial Group Inc
- NXST
- C
- TALO
- ACI
- GM
- EOSE
- UBER
Filing on Nov 14, 2025
Q3 2025
Infusive Asset Management Inc.
- AMZN
- WMT
- GOOGL
- COST
- TSLA
- BABA
- KO
Filing on Oct 28, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Citadel Investment Advisory, Inc.
- BRK-B
- MKL
- GOOGL
- MSFT
- IPMLF
- GOOG
- ORCL
Filing on Oct 30, 2025
Q3 2025
Fortress Wealth Group, LLC
- VUG
- VTV
- QQQ
- FBND
- SPY
- MOAT
- NVDA
Filing on Nov 10, 2025
Q3 2025
Aaf Wealth Management, LLC
- IVV
- VTV
- IDEV
- QQQM
- VYMI
- IJH
- AAPL
Filing on Oct 20, 2025
Q3 2025
Masso Torrence Wealth Management Inc.
- NVDA
- AAPL
- XMHQ
- DIVB
- QQQ
- JEPI
- AVGO