Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on Jul 01, 2025
Q2 2025
Burkett Financial Services, LLC
- SCHG
- SCHD
- VEA
- DBEF
- EEMV
- IJH
- IJR
Filing on May 09, 2025
Q1 2025
Mc Mill Wealth Management
- SPIB
- SPLG
- DFIV
- AVUV
- DFUS
- DFAT
- AVDV
Filing on May 08, 2025
Q1 2025
Truffle Hound Capital, LLC
- CIB
- AMLP
- KKS.F
- OPBK
- PAGS
- PWOD
- CFFI
Filing on May 06, 2024
Q1 2024
Concord Investment Counsel Inc.
- NVDA
- AAPL
- XLI
- AMZN
- MSFT
- UNH
- GOOGL
Filing on Apr 21, 2025
Q1 2025
Duncan Williams Asset Management, LLC
- VUG
- DGRW
- SCHD
- AAPL
- VTV
- BRK-B
- VOO
Filing on May 09, 2025
Q1 2025
Mgb Wealth Management, LLC
- APP
- QQQ
- MSFT
- SPY
- AAPL
- NVDA
- XSD
Filing on May 08, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Impact Capital Partners LLC
- MSFT
- AAPL
- NVDA
- PG
- AVGO
- FLOT
- ABBV
Filing on May 13, 2025
Q1 2025
Global View Capital Management LLC
- USFR
- QLD
- SPLG
- DDM
- SGOL
- SSO
- RPV
Filing on Apr 11, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Lunt Capital Management, Inc.
- USFR
- VRIG
- TFLO
- PALC
- TPL
- FCTR
- PAMC
Filing on Apr 21, 2025
Q1 2025
Proathlete Wealth Management LLC
- IVV
- IWF
- IJR
- IJH
- IWD
- QQQ
- IEFA
Filing on Apr 18, 2025
Q1 2025
Clayton Financial Group LLC
- VTV
- VUG
- VOT
- VOE
- IWF
- VBR
- IWD
Filing on May 02, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025