Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Cook & Bynum Capital Management, LLC
- BRK-B
- BUD
- FMX
- LILAK
- ABEV
- LILA
Filing on May 15, 2025
Q1 2025
Redwood Financial Network Corp
- SPTM
- QQQM
- FLTR
- TMFC
- VNLA
- XLK
- QYLD
Filing on Apr 30, 2025
Q1 2025
Draper Asset Management, LLC
- AAPL
- AMZN
- NVDA
- GOOGL
- META
- TSLA
- UBER
Filing on May 15, 2025
Q1 2025
Soapstone Management L.P.
- AMZN
- AWK
- PSA
- CSTM
- MTN
- CFG
- HDB
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Caldwell Investment Management Ltd.
- CBOE
- KKR
- ICE
- BAC
- AEM
- AGI
- WCN
Filing on Apr 15, 2025
Q1 2025
Braun Bostich & Associates Inc.
- VOO
- TLT
- QUAL
- DYNF
- SPYG
- BNDX
- VCIT
Filing on Apr 08, 2025
Q1 2025
Taylor & Morgan Wealth Management, LLC
- SPY
- IVV
- SPSM
- IWR
- AAPL
- VOE
- RSP
Filing on Apr 24, 2024
Q1 2024
Lee Financial Group Hawaii, Inc.
- VOO
- COWZ
- GSLC
- BOTZ
- XAR
- BOND
- JVAL
Filing on May 14, 2025
Q1 2025
Doheny Asset Management /Ca
- AAPL
- NVDA
- AVGO
- XOM
- GOOG
- VST
- COST
Filing on Feb 12, 2025
Q4 2024
Filing on Apr 24, 2025
Q1 2025
Barnes Pettey Financial Advisors, LLC
- CGGR
- RDVY
- SCHD
- DIVO
- WMT
- DFIV
- FVD
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 10, 2025
Q1 2025
Orser Capital Management, LLC
- VOO
- NVDA
- VUG
- VTV
- AAPL
- CRS
- MSFT
Filing on Apr 11, 2025
Q1 2025
Paragon Financial Partners, Inc.
- SPY
- VYM
- NVDA
- ETV
- IWF
- VHT
- AAPL
Filing on Apr 30, 2025
Q1 2025
Chapman Investment Management, LLC
- COST
- MA
- MSFT
- V
- AMZN
- MKL
- AAPL
Filing on May 15, 2024
Q1 2024
Marketfield Asset Management LLC
- COP
- CAT
- TM
- ISRG
- SLB
- GDX
- COST