Largest Portfolios by Value
Filing on May 12, 2025
Q1 2025
Strengthening Families & Communities, LLC
- VCR
- VGT
- NVDA
- VAW
- VIS
- GOOGL
- VDC
Filing on May 14, 2025
Q1 2025
Unconventional Investor, LLC
- VTI
- BRK-B
- VOO
- VPU
- VEA
- VNQ
- VXUS
Filing on May 09, 2025
Q1 2025
Alapocas Investment Partners, Inc.
- AMZN
- V
- AAPL
- GOOG
- ADBE
- CPRT
- TJX
Filing on May 15, 2025
Q1 2025
True Wealth Financial Partners
- VOO
- VBR
- VWO
- VDE
- VO
- VNQ
- VEU
Filing on Apr 24, 2025
Q1 2025
Mendel Capital Management LLC
- XLK
- SCHD
- IYW
- VIG
- VOO
- AAPL
- DVY
Filing on Nov 14, 2023
Q3 2023
North Fourth Asset Management, LP
- QQQ
- SPY
- SHW
- LULU
- ZBRA
- DPZ
- FDX
Filing on May 14, 2025
Q1 2025
C M Bidwell & Associates LTD
- BSV
- IWB
- VTI
- IWM
- GVI
- VOO
- VTIP
Filing on Jan 16, 2025
Q4 2024
Hbc Financial Services, Pllc
- IWB
- IJH
- MUB
- AGG
- MSFT
- SBUX
- VB
Filing on Apr 22, 2025
Q1 2025
Center For Asset Management LLC
- MINT
- VOO
- BNDX
- MGK
- GOVT
- MSFT
- MGV
Filing on May 08, 2025
Q1 2025
Cape Ann Asset Management LTD
- KGC
- BAP
- TX
- CPA
- LAUR
- BMA
- PBRA
Filing on May 08, 2025
Q1 2025
Beaumont Asset Management, L.L.C.
- IVV
- MOAT
- IBDQ
- MSFT
- VTV
- IBDR
- GOOGL
Filing on Apr 25, 2025
Q1 2025
Taylor Frigon Capital Management LLC
- MPWR
- TW
- PRCT
- CVNA
- PCOR
- CYBR
- KRNT
Filing on Feb 14, 2025
Q4 2024
Kolinsky Wealth Management, LLC
- SCHX
- MSFT
- AAPL
- SPY
- AMZN
- LVHI
- COWZ
Filing on Apr 22, 2025
Q1 2025
Tandem Capital Management Corp
- MSFT
- GE
- GOOGL
- SYK
- META
- BSX
- AAPL
Filing on May 14, 2025
Q1 2025
Little Harbor Advisors, LLC
- SPY
- QQQ
- SJNK
- BKLN
- SRLN
- FTSL
- SHYG
Filing on May 15, 2025
Q1 2025
Pinnacle Family Advisors, LLC
- SPY
- IVV
- ORLY
- QQQ
- AAPL
- EFA
- XLG
Filing on May 15, 2025
Q1 2025
Great Point Partners LLC
- CYTK
- KALV
- EOLS
- IMVT
- VRDN
- MRUS
- AKBA
Filing on Apr 08, 2025
Q1 2025
Kaizen Financial Strategies
- SPY
- AAPL
- SCHG
- CGDV
- SCHI
- NVDA
- SCHQ