Largest Portfolios by Value
Filing on May 06, 2025
Q1 2025
Grand Wealth Management, LLC
- DFAC
- AVDE
- DFAX
- AVUS
- AVEM
- DFIC
- ITOT
Filing on Aug 02, 2022
Q2 2022
Guy Spier
Aquamarine Capital Management, LLC
- BRKB
- AXP
- BAC
- MA
- RACE
- BRK-A
- MU
Filing on Apr 21, 2025
Q1 2025
Kempner Capital Management Inc.
- MU
- TSM
- BSM
- SHEL
- DIS
- XOM
- MRK
Filing on May 06, 2025
Q1 2025
Sage Advisory Services, Ltd.Co.
- IVV
- MBB
- IEFA
- DSTL
- COWZ
- PSK
- FLBL
Filing on May 15, 2025
Q1 2025
Whitefort Capital Management, LP
- ABUS
- ROIV
- YY
- GNW
- LQDA
- CDZI
- GSL
Filing on Apr 24, 2025
Q1 2025
Hoertkorn Richard Charles
- AAPL
- MSFT
- KMI
- JPM
- BAC
- TMUS
- PG
Filing on Apr 23, 2025
Q1 2025
Bluesphere Advisors, LLC
- IVV
- IWF
- IWY
- IOO
- MSFT
- ITA
- GOOGL
Filing on May 01, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Yardley Wealth Management LLC
- DFAU
- AVDE
- DFNM
- FRDM
- DFIP
- DFCF
- DFSD
Filing on May 14, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Green Court Capital Management LTD
- ZTO
- TCOM
- EDU
Filing on Feb 14, 2023
Q4 2022
Cribstone Capital Management, LLC
- XLK
- GLD
- XLF
- TOTL
- AAPL
- XLY
- VEA
Filing on Aug 14, 2024
Q2 2024
Filing on Jan 24, 2023
Q4 2022
Aevitas Wealth Management, Inc.
- SHY
- MSFT
- AAPL
- LDUR
- XOM
- PEP
- JNJ
Filing on Jan 09, 2024
Q4 2023
Db Wealth Management Group, LLC
- SPY
- EFA
- CGDV
- VTI
- IJH
- DWM
- FV
Filing on May 09, 2025
Q1 2025
Orleans Capital Management Corp
- AAPL
- MSFT
- XLK
- XLC
- COST
- HD
- ABBV
Filing on May 14, 2025
Q1 2025
R.M.Sincerbeaux Capital Management LLC
- V
- WMB
- MSFT
- ADP
- ABBV
- KMI
- QCOM
Filing on Apr 21, 2025
Q1 2025
Riverwater Partners LLC
- LOPE
- IDCC
- LMNR
- EFV
- TGLS
- AVSE
- SNEX