Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Channing Global Advisors, LLC
- UBS
- AMZN
- GOOG
- META
- V
- TSM
- MSFT
Filing on Apr 25, 2025
Q1 2025
Pacific Wealth Strategies Group, Inc.
- NOBL
- PKW
- QQQ
- SCHG
- AAPL
- CHY
- NVDA
Filing on Jan 15, 2025
Q4 2024
Householder Group Estate & Retirement Specialist, LLC
- FSK
- AMLP
- AAPL
- COST
- AMZN
- NVDA
- SPTM
Filing on May 15, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Erickson Financial Group, LLC
- CGDV
- MGK
- ESGU
- QQQ
- IWO
- QQQJ
- VCIT
Filing on May 14, 2025
Q1 2025
Alethea Capital Management, LLC
- AXSM
- BIL
- RNA
- SPY
- KURA
- TLT
- HEDJ
Filing on Apr 14, 2025
Q1 2025
Upper Left Wealth Management, LLC
- IAU
- SPLG
- BCI
- BNDX
- GLDM
- BWX
- MCHI
Filing on Apr 16, 2025
Q1 2025
American Institute For Advanced Investment Management, LLP
- IWF
- IWD
- SPY
- AAPL
- MINT
- MSFT
- VTI
Filing on Apr 16, 2025
Q1 2025
Greenhouse Wealth Management, LLC
- SPY
- VTV
- IVV
- VOO
- VTI
- VB
- VXUS
Filing on Apr 10, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Merrion Investment Management Co, LLC
- JEF
- AAPL
- GOOG
- CCJ
- NVDA
- BRK-B
- MGM
Filing on May 12, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Northland Capital Management LLC
- GNMA
- AVLV
- VTI
- STIP
- FNDX
- JAAA
- AVIV
Filing on Apr 08, 2025
Q1 2025
Asset Management Advisors, LLC
- BRK-B
- WMB
- BEPC
- NEE
- AAPL
- VRSN
- LEN
Filing on May 08, 2023
Q1 2023
Praetorian Capital Management LLC
- JOE
- BNO
- VAL
- TDW
- AMRK
- AU
- GOED
Filing on May 01, 2025
Q1 2025
Wealth Trust Asset Management, LLC
- WLTG
- BILS
- AGG
- CHRW
- BIL
- FLOT
- AAPL
Filing on May 07, 2025
Q1 2025