Largest Portfolios by Value
Filing on Apr 18, 2025
Q1 2025
Financial Perspectives, Inc
- MDT
- VYM
- VGT
- AAPL
- BSX
- MSFT
- IVW
Filing on May 22, 2025
Q1 2025
Bos Asset Management, LLC
- YEAR
- TLT
- SPY
- IUSG
- DFSV
- AAPL
- IDHQ
Filing on May 15, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Argonautica Private Wealth Management, Inc
- AAPL
- MSFT
- GOOGL
- NVDA
- AMZN
- AVGO
- UNH
Filing on May 07, 2025
Q1 2025
Brown Wealth Management, LLC
- VTV
- IVV
- VUG
- SUB
- MUB
- BIV
- SCHO
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Continental General Insurance CO
- DQ
- AMR
- GRPN
- DOLE
- GEO
- RAIL
- BITF
Filing on Apr 21, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Legacy Capital Group California, Inc.
- AAPL
- JPST
- NVDA
- BIL
- SPTM
- JAAA
- SPLG
Filing on May 09, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Northeast Financial Group, Inc.
- SCHX
- SCHM
- SCHF
- SCHD
- MUB
- SCHO
- SCHG
Filing on May 01, 2025
Q1 2025
Ark & Tlk Investments, LLC
- DFAC
- DFUS
- DFIC
- TFLO
- DFAX
- VGSH
- IWF
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Cjm Wealth Advisers, Ltd.
- VOO
- QQQ
- IJH
- IJR
- VTV
- BRK-B
- IWF
Filing on May 09, 2025
Q1 2025
Advyzon Investment Management, LLC
- VTI
- BND
- SPDW
- STXV
- STXG
- VO
- IVV