Largest Portfolios by Value
Filing on Jan 15, 2025
Q4 2024
Platt Investment Counsel, LLC
- ESGV
- QQQ
- IWM
- IJH
- XLI
- VTI
- VCSH
Filing on Nov 13, 2024
Q3 2024
Hgi Capital Management, LLC
- WRE
- EQR
- NMRK
- CPT
- CBRE
- CWK
- VRE
Filing on Nov 14, 2024
Q3 2024
Paradigm Capital Management, LLC
- VIG
- VYM
- JPST
- SCHD
- BRK-B
- VHT
- JPM
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 04, 2025
Q4 2024
Equinox Partners Investment Management LLC
- GAU
- KOS
- EGO
- PSLV
- PHYS
- ODV
Filing on Feb 11, 2025
Q4 2024
Perkins Capital Management Inc
- NTRA
- LLY
- MSFT
- AXGN
- IDXX
- VCYT
- LMAT
Filing on Jan 28, 2025
Q4 2024
Seelaus Asset Management LLC
- AAPL
- SPY
- MSFT
- AMZN
- GOOGL
- BRK-B
- URI
Filing on Jan 29, 2025
Q4 2024
Filing on Jul 18, 2023
Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC
- SPY
- SPLG
- QQQM
- SPGP
- FTCS
- DIA
- AGG
Filing on Feb 10, 2025
Q4 2024
Delphi Management Inc /Ma/
- BRK-B
- AAPL
- EXPE
- ITRN
- AXP
- TPR
- FLEX
Filing on Nov 14, 2024
Q3 2024
Soviero Asset Management, LP
- PBF
- AMD
- AMZN
- OPRA
- PBF
- AAPL
- LULU
Filing on Feb 07, 2025
Q4 2024
Bluegrass Capital Partners LP
- TDG
- MSFT
- MA
- AMZN
- MLM
- GE
- GOOG
Filing on Jan 17, 2025
Q4 2024
Corepath Wealth Partners LLC
- IVV
- AGG
- IUSV
- EFA
- GLD
- IWM
- ISTB
Filing on Jan 24, 2023
Q4 2022
Integrity Advisory, LLC
- BBUS
- BBIN
- JCPB
- MSFT
- AGG
- JAVA
- NVDA
Filing on Jan 15, 2025
Q4 2024
J2 Capital Management Inc
- TFLO
- BIL
- SGOV
- JEPI
- IAU
- TIP
- HDV
Filing on Nov 13, 2024
Q3 2024
Nan Fung Group Holdings LTD
- ILMN
- HRMY
- GERN
- MRUS
- ZLAB
- LBPH
- BGNE
Filing on Jan 17, 2023
Q4 2022
Harrison & CO Wealth Management, LLC
- XLK
- IJH
- XLV
- XLF
- XLI
- XLY
- XLP
Filing on Nov 08, 2024
Q3 2024