Largest Portfolios by Value
Filing on Aug 12, 2025
Q2 2025
Mayfair Advisory Group, LLC
- VTV
- VUG
- SCHD
- JEPI
- FBND
- SCHG
- AAPL
Filing on Aug 14, 2025
Q2 2025
Schear Investment Advisers, LLC
- NVDA
- AVGO
- SPY
- MSFT
- GOOGL
- META
- AAPL
Filing on Nov 14, 2023
Q3 2023
Filing on Jul 21, 2025
Q2 2025
Jgp Global Gestao De Recursos Ltda.
- STNE
- NGD
- XP
- KTOS
- NU
- PPTA
- BGNE
Filing on Jul 18, 2025
Q2 2025
Woodward Diversified Capital, LLC
- RS
- AAPL
- NVDA
- XOM
- CVX
- WFC
- MSFT
Filing on Jul 11, 2025
Q2 2025
Spring Capital Management, LLC
- ORCL
- AAPL
- ETN
- BRO
- DE
- QCOM
- GWW
Filing on Jan 11, 2023
Q4 2022
New England Guild Wealth Advisors, Inc.
- VXUS
- BSV
- VCSH
- SPY
- VTI
- REGL
- NOBL
Filing on Oct 29, 2024
Q3 2024
Garrison Asset Management, LLC
- AVGO
- ANET
- AZO
- ABBV
- ACN
- SCHB
- WM
Filing on Jul 15, 2025
Q2 2025
Chronos Wealth Management, LLC
- LLY
- MSFT
- AAPL
- AMZN
- GOOG
- JPM
- V
Filing on Jul 24, 2025
Q2 2025
Birch Capital Management, LLC
- MSFT
- GWW
- AAPL
- NVO
- RMD
- SPGI
- AMGN
Filing on Aug 07, 2025
Q2 2025
Peninsula Asset Management Inc
- IJH
- IJR
- AAPL
- CTAS
- MSFT
- SPGI
- SYK
Filing on Aug 05, 2025
Q2 2025
Pointe Capital Management LLC
- IWF
- VYM
- VCSH
- TTD
- SHY
- BRK-B
- IEMG
Filing on Aug 14, 2025
Q2 2025
C M Bidwell & Associates LTD
- IWB
- BSV
- VTI
- IWM
- IVV
- VOO
- GVI
Filing on Aug 14, 2025
Q2 2025
Krensavage Asset Management, LLC
- UTHR
- CAH
- EXEL
- JAZZ
- ENTA
- SUPN
- BNTX
Filing on Aug 12, 2025
Q2 2025
Ameraudi Asset Management, Inc.
- VOO
- BND
- VPL
- XLF
- IEF
- XLY
- XLP
Filing on Aug 14, 2025
Q2 2025
Arch Venture Management, LLC
- BEAM
- VIR
- VERV
- ERAS
- GOSS
Filing on Aug 07, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025