Largest Portfolios by Value
Filing on May 07, 2025
Q1 2025
Ivy Lane Capital Management, LLC
- MSFT
- GOOG
- T
- BLK
- UNP
- Z
- BILL
Filing on Apr 17, 2025
Q1 2025
Fny Investment Advisers, LLC
- BECN
- QQQ
- AMZN
- MO
- ESGR
- AMPS
- CDRO
Filing on May 15, 2025
Q1 2025
Alamar Capital Management, LLC
- VOO
- PGR
- EFA
- AGG
- TW
- FTNT
- SHY
Filing on Apr 17, 2025
Q1 2025
Access Financial Services, Inc.
- SCHX
- LDUR
- FNDX
- RSP
- FNDE
- GOVT
- IVV
Filing on Apr 23, 2025
Q1 2025
Financial Guidance Group, Inc.
- SCHD
- QQQ
- JEPI
- SPY
- QEFA
- COWZ
- ACIO
Filing on Apr 11, 2025
Q1 2025
First City Capital Management, Inc.
- MSFT
- SPY
- XOM
- HD
- VOO
- MGMT
- ABBV
Filing on Aug 14, 2024
Q2 2024
Filing on May 05, 2025
Q1 2025
Regency Capital Management Inc.\De
- BRK-B
- COST
- MKL
- CB
- IAU
- ALEX
- AAPL
Filing on May 01, 2025
Q1 2025
Security Benefit Life Insurance CO
- SEAT
- TLT
- FIGS
- RSTN
- VMBS
- IVV
- VEA
Filing on May 07, 2025
Q1 2025
Kirtland Hills Capital Management, LLC
- RSP
- MA
- V
- AMZN
- AAPL
- NVDA
- PLTR
Filing on May 15, 2025
Q1 2025
Matrix Private Capital Group LLC
- VTV
- VUG
- IEFA
- IJH
- ETY
- IJR
- XLE
Filing on May 02, 2025
Q1 2025
Fortress Wealth Management, Inc.
- AVLV
- DUHP
- JPIE
- DFIV
- DIHP
- FTGC
- CEFS
Filing on May 08, 2025
Q1 2025
Kestrel Investment Management Corp
- TPH
- CNO
- RDN
- AX
- PBH
- UPWK
- CNXC
Filing on Feb 02, 2024
Q4 2023
Filing on May 19, 2025
Q1 2025
Game Plan Financial Advisors, LLC
- AAPL
- GOOG
- AMZN
- BRK-B
- NVDA
- SCHG
- XLF
Filing on Aug 08, 2024
Q2 2024
Ica Group Wealth Management, LLC
- QQQ
- SPY
- JCPB
- FDL
- AAPL
- VONG
- FVD
Filing on Apr 09, 2025
Q1 2025
Worth Asset Management, LLC
- SGOV
- BIL
- HYG
- SPLG
- SHY
- VUG
- IEI
Filing on May 02, 2025
Q1 2025