Largest Portfolios by Value
Filing on Apr 09, 2025
Q1 2025
Sentry Investment Management LLC
- VOO
- AAPL
- MSFT
- NVDA
- AMZN
- META
- BRK-B
Filing on Jun 16, 2025
Q1 2025
Peterson Wealth Management
- SPY
- QQQ
- SDY
- NVDA
- COST
- VIG
- XLY
Filing on Apr 14, 2025
Q1 2025
Tilia Fiduciary Partners, Inc.
- AAPL
- BRK-B
- MSFT
- VIGI
- V
- MCK
- AJG
Filing on May 08, 2025
Q1 2025
Eliot Finkel Investment Counsel, LLC
- DE
- ETN
- AMGN
- NSC
- MCD
- GD
- GLW
Filing on Apr 11, 2025
Q1 2025
Udine Wealth Management, Inc.
- BIL
- MSFT
- AAPL
- SHV
- GOOG
- BAC
- BRK-B
Filing on Apr 22, 2025
Q1 2025
Hofer & Associates. Inc
- SPYG
- BIL
- SPYV
- VUG
- STOT
- FBND
- SCHD
Filing on May 15, 2025
Q1 2025
Creegan & Nassoura Financial Group, LLC
- JPM
- BRK-B
- MSFT
- BX
- CI
- PG
- ETN
Filing on Apr 11, 2025
Q1 2025
Successful Portfolios LLC
- SPY
- NVDA
- IVV
- SCHO
- BSV
- MSFT
- VTI
Filing on Oct 21, 2024
Q3 2024
Jade Capital Advisors, LLC
- ALK
- SPR
- WGO
- BA
- JCI
- OEC
- AAL
Filing on Apr 17, 2025
Q1 2025
Fortitude Advisory Group L.L.C.
- NVDA
- MSFT
- AAPL
- SPY
- AMZN
- PULS
- COST
Filing on Apr 16, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Lfa Lugano Financial Advisors Sa
- SPY
- GLD
- SDVY
- SUSB
- SUSA
- IGIB
- CIBR
Filing on Apr 14, 2023
Q1 2023
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Andrews, Lucia Wealth Management LLC
- DFAC
- DFUV
- DFAT
- DFAX
- DFIV
- DFAI
- DFAS
Filing on May 12, 2025
Q1 2025
Filing on Apr 08, 2025
Q1 2025
Cascade Investment Advisors, Inc.
- AAPL
- MSFT
- AMZN
- SCHW
- USB
- GOOGL
- VTI