Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Worth Asset Management, LLC
- AOR
- SPLG
- QQQ
- BIL
- HYG
- VOO
- IEF
Filing on Oct 24, 2025
Q3 2025
R. W. Roge & Company, Inc.
- VOO
- VUG
- VTV
- GLDM
- SCHX
- VGIT
- DFAI
Filing on Nov 04, 2025
Q3 2025
Finer Wealth Management, Inc.
- AAPL
- NVDA
- MSFT
- LLY
- META
- AMZN
- GOOGL
Filing on Nov 12, 2025
Q3 2025
Peninsula Asset Management Inc
- IJH
- IJR
- AAPL
- MSFT
- CTAS
- SPGI
- LOW
Filing on Nov 17, 2025
Q3 2025
Wealth Management Strategies, Inc.
- VUG
- VEA
- DFAC
- IBTF
- IBTG
- IBTH
- IBTJ
Filing on Nov 12, 2025
Q3 2025
West Chester Capital Advisors, Inc
- VOO
- IEF
- IEI
- VGLT
- VGSH
- IGSB
- IGIB
Filing on Oct 20, 2025
Q3 2025
American Financial & Tax Strategies Inc
- BNDX
- XSOE
- VONG
- SPYV
- MGK
- SPLV
- SPYG
Filing on Oct 04, 2022
Q3 2022
Ubp Investment Advisors Sa
- FLRN
- SPIP
- EEM
- SGOL
- QAI
- NEAR
- BIL
Filing on Oct 23, 2025
Q3 2025
Maltin Wealth Management, Inc.
- YJUN
- IAU
- VSS
- BAB
- HDV
- PXF
- VOE
Filing on Nov 20, 2025
Q3 2025
True Wealth Financial Partners
- VOO
- VBR
- VEA
- VWO
- VGSH
- BND
- VDE
Filing on Nov 14, 2025
Q3 2025
Avidity Partners Management LP
- MDT
- BSX
- BMY
- NTRA
- DHR
- TEVA
- PFE
Filing on Oct 20, 2025
Q3 2025
Brendel Financial Advisors LLC
- SHW
- BAR
- ABBV
- CTAS
- WMT
- JNJ
- AXP
Filing on Nov 12, 2025
Q3 2025
Aull & Monroe Investment Management Corp
- CAT
- LLY
- SO
- CME
- DE
- JNJ
- MSFT
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Cornercap Investment Counsel Inc
- JNJ
- WFC
- CSCO
- C
- JPM
- ABBV
- COP
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Perritt Capital Management Inc
- DGRO
- SLYV
- SPY
- VIGI
- DFIV
- DFAE
- DFIS