Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Wells Trecaso Financial Group, LLC
- AAPL
- MSFT
- JPM
- ETN
- GOOGL
- GS
- PANW
Filing on Oct 31, 2025
Q3 2025
Filing on Feb 03, 2023
Q4 2022
Filing on Nov 04, 2025
Q3 2025
Cooper/Haims Advisors, LLC
- SCHE
- VGK
- IVV
- JCPB
- REET
- SCHX
- PAYX
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Filing on May 15, 2023
Q1 2023
Chimera Capital Management LLC
- EAT
- SBH
- HIMS
- OXM
- SBUX
- OSTK
- PLCE
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Eads & Heald Wealth Management
- NVDA
- ORCL
- APH
- WMT
- JPM
- AAPL
- COST
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Global Trust Asset Management, LLC
- QQQ
- AAPL
- BRK-B
- MSFT
- PLTR
- SPY
- NVDA
Filing on Nov 14, 2025
Q3 2025
Angelo Gordon & Co., L.P.
- HOUS
- MITT
- VRNA
- NGL
- K
- DKS
- HSC
Filing on Oct 06, 2025
Q3 2025
New England Research & Management, Inc.
- GOOGL
- AAPL
- URI
- MSFT
- AMZN
- JNJ
- PWR
Filing on Nov 14, 2022
Q3 2022
Filing on Oct 01, 2024
Q3 2024