Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Echo Wealth Management, LLC
- JPIE
- AVIG
- AVDE
- AVLV
- AVUV
- AVUS
- COWZ
Filing on May 01, 2025
Q1 2025
Strategic Value Bank Partners LLC
- FFWM
- SSBK
- BHLB
- CFG
- PGC
- FBMS
- WNEB
Filing on Nov 12, 2024
Q3 2024
Advisory Services & Investments, LLC
- DFIC
- VO
- DFAS
- VOO
- DFAC
- DFEM
- SCHG
Filing on May 07, 2025
Q1 2025
Pin Oak Investment Advisors Inc
- AAPL
- KRP
- EPD
- XOM
- ET
- MSFT
- NOG
Filing on May 07, 2025
Q1 2025
Providence Wealth Advisors, LLC
- LLY
- AAPL
- MSFT
- JPM
- HON
- WM
- WMT
Filing on May 15, 2025
Q1 2025
Diamant Asset Management, Inc.
- AAPL
- V
- MSFT
- PGR
- COST
- GOOGL
- ABBV
Filing on May 06, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Charter Research & Investment Group, Inc.
- AAPL
- GOOGL
- JNJ
- RTX
- IBM
- META
- PEP
Filing on May 13, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Moulton Wealth Management, Inc
- VOO
- USFR
- TFLO
- FLOT
- BIL
- AAAU
- SPDN
Filing on May 15, 2025
Q1 2025
Filing on Feb 08, 2023
Q4 2022
Stewart Asset Management, LLC
- UNH
- MA
- GOOG
- ISRG
- AMZN
- DIS
- FND
Filing on May 15, 2025
Q1 2025
Sapience Investments, LLC
- CR
- WBS
- IDA
- IART
- WTFC
- PZZA
- KEX
Filing on May 05, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Dean, Jacobson Financial Services, LLC
- SPY
- IEFA
- BIL
- XLRE
- JPST
- TPL
- AAPL
Filing on May 13, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025