Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Enterprise Financial Services Corp
- EFSC
- PEP
- AAPL
- MSFT
- BRK-A
- AMZN
- JPM
Filing on Apr 18, 2025
Q1 2025
Mayfair Advisory Group, LLC
- SCHD
- VTV
- JEPI
- VUG
- AAPL
- SCHG
- FBND
Filing on Apr 28, 2025
Q1 2025
Tlw Wealth Management, LLC
- BRK-B
- DE
- GOOG
- WMT
- MSFT
- WM
- COST
Filing on May 12, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Adalta Capital Management LLC
- MSFT
- BX
- JPM
- HD
- QCOM
- MRK
- UNP
Filing on Apr 25, 2025
Q1 2025
Riverstone Advisors, LLC
- IVV
- AMZN
- GOOGL
- BRK-B
- TOL
- TSCO
- DHR
Filing on May 06, 2025
Q1 2025
All Square Wealth Management LLC
- VTI
- VCSH
- VEA
- BNDX
- RZV
- VWO
- PFLD
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Values First Advisors, Inc.
- MINT
- VGSH
- SHY
- ISTB
- IEI
- IEF
- NEAR
Filing on May 15, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Security National Bank Of So Dak
- AAPL
- BRK-B
- MSFT
- GOOGL
- VT
- ORCL
- TMO
Filing on May 01, 2025
Q1 2025
Aurora Investment Counsel
- STZ
- EPRT
- HRB
- BKNG
- NTES
- AMP
- FN
Filing on May 15, 2025
Q1 2025
Guardian Point Capital, LP
- APO
- RYAN
- NVR
- SGOL
- GOOG
- EXP
- CMPO
Filing on Apr 22, 2025
Q1 2025
Tower View Investment Management & Research LLC
- LLY
- MMC
- TSM
- MSFT
- VUG
- SPLG
- COST
Filing on Apr 23, 2025
Q1 2025
High Mark Wealth Management LLC
- IVV
- EFV
- IWM
- IJR
- IUSV
- WFC
- FNA
Filing on May 05, 2025
Q1 2025
Filing on Aug 12, 2024
Q2 2024