Largest Portfolios by Value
Filing on Jul 17, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Eliot Finkel Investment Counsel, LLC
- ETN
- DE
- NSC
- GLW
- GD
- AMGN
- MCD
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 09, 2025
Q2 2025
Defined Wealth Management, LLC
- IEFA
- VOO
- VUG
- SPY
- IVV
- IUSV
- VTV
Filing on Jul 17, 2025
Q2 2025
Greenhouse Wealth Management, LLC
- SPY
- IVV
- VTV
- VOO
- VTI
- QQQ
- VB
Filing on Jul 31, 2025
Q2 2025
Darden Wealth Group Inc
- NVDA
- MSFT
- AMZN
- AAPL
- GOOGL
- AVGO
- FLOT
Filing on Aug 13, 2025
Q2 2025
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- SPDW
- VWO
- VSS
- SCHH
- SCHC
Filing on Aug 07, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Columbia River Financial Group, LLC
- VXF
- HDV
- VUG
- SPAB
- DWX
- SPLG
- BSV
Filing on Jul 16, 2025
Q2 2025
Ariose Capital Management LTD
- META
- GOOGL
- NVDA
- MELI
- SLV
- LI
- AMD
Filing on Jul 17, 2025
Q2 2025
Spectrum Strategic Capital Management, LLC
- SPY
- ITOT
- IVV
- GOVT
- QQQ
- SPLG
- COWZ
Filing on May 13, 2025
Q1 2025
17 Capital Partners, LLC
- META
- IVW
- MSFT
- GOOGL
- PH
- IUSV
- AMP
Filing on Aug 13, 2025
Q2 2025
Hyperion Capital Advisors LP
- GOOG
- ICE
- ELV
- GOOGL
- META
- NFLX
- CACC
Filing on Aug 14, 2025
Q2 2025
Solas Capital Management, LLC
- EPSN
- FENC
- GO
- SNDA
- ASIX
- AAP
- ASTL
Filing on Aug 07, 2025
Q2 2025
Bck Capital Management LP
- JNPR
- JNPR
- K
- ACI
- JNPR
- GMS
- TLT
Filing on Apr 28, 2023
Q1 2023
Harvest Group Wealth Management, LLC
- SPYV
- SCHO
- IXUS
- SCHG
- SCHR
- SPEM
- LMBS
Filing on Aug 14, 2025
Q2 2025
Pender Fund Capital Management Ltd.
- PPLT
- SANG
- PAR
- BUR
- WIW
- SLV
- PSLV
Filing on Jul 18, 2025
Q2 2025