Largest Portfolios by Value
Filing on Apr 29, 2025
Q1 2025
Gilliland Jeter Wealth Management LLC
- AAPL
- NVDA
- WMT
- IWF
- VIG
- AMZN
- T
Filing on May 15, 2025
Q1 2025
Borer Denton & Associates, Inc.
- BRK-B
- MSFT
- COST
- AAPL
- AON
- HD
- ABBV
Filing on Jul 09, 2025
Q2 2025
Pines Wealth Management, LLC
- IVV
- MSFT
- NVDA
- AAPL
- AMZN
- MUB
- GLTR
Filing on May 02, 2025
Q1 2025
Massachusetts Financial Services CO
- MSFT
- NVDA
- AMZN
- AAPL
- META
- GOOGL
- JPM
Filing on May 14, 2025
Q1 2025
Avanda Investment Management Pte. Ltd.
- SPY
- SE
- YUMC
- V
- BEKE
- GOOGL
- TXN
Filing on Jul 09, 2025
Q2 2025
Baron Wealth Management LLC
- QUAL
- FLQH
- IJR
- RIVN
- SNA
- AAPL
- SPY
Filing on Apr 15, 2025
Q1 2025
Fortitude Family Office, LLC
- IVV
- USFR
- IDEV
- AAPL
- VO
- KNX
- DFEM
Filing on May 01, 2025
Q1 2025
Beirne Wealth Consulting Services, LLC
- AGG
- IWD
- VEA
- LRGF
- IVV
- IEMG
- IEF
Filing on Oct 15, 2024
Q3 2024
Bbjs Financial Advisors, LLC
- RSP
- VGK
- VBR
- IVW
- VBK
- IEMG
- VPL
Filing on Jan 29, 2025
Q4 2024
Two Point Capital Management, Inc.
- MSFT
- DHI
- GOOGL
- AAPL
- ACN
- ETN
- ORCL
Filing on Jul 08, 2025
Q2 2025
Davis Investment Partners, LLC
- RYT
- RSP
- RGI
- VOT
- JAAA
- APH
- RYF
Filing on Nov 14, 2024
Q3 2024
Brophy Wealth Management, LLC
- MGK
- MGV
- AAPL
- MSFT
- GOVT
- VOE
- VBR
Filing on Apr 29, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Camrose Capital Investment Partners LLP
- YUM
- ROP
- CNM
- ADP
- MLM
- HLT
- EXPD
Filing on May 09, 2025
Q1 2025
Acima Private Wealth, LLC
- IVV
- GSLC
- IJH
- IEMG
- BOND
- JCPB
- GTO
Filing on May 14, 2025
Q1 2025
Sea Cliff Partners Management, LP
- UDMY
- AZEK
- GDDY
- HXL
- JBT
- PTC
- OKTA
Filing on May 05, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025