Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Thompson Davis & Co., Inc.
- SMID
- CSL
- DOV
- VOO
- SHW
- CB
- JPST
Filing on May 05, 2025
Q1 2025
Darden Wealth Group Inc
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- FLOT
- AVGO
Filing on Apr 23, 2025
Q1 2025
Pacific Financial Group Inc
- IVV
- QQQ
- IVW
- IJR
- IVE
- SPY
- IJH
Filing on Apr 28, 2025
Q1 2025
Sippican Capital Advisors
- TBBK
- NVR
- XOM
- BMY
- GE
- CVX
- ABBV
Filing on Apr 25, 2025
Q1 2025
Guardian Investment Management
- AAPL
- BX
- DHR
- AMGN
- COST
- WMT
- MSFT
Filing on Aug 09, 2022
Q2 2022
Filing on May 12, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Mork Capital Management, LLC
- MCK
- CMCSA
- FDX
- MET
- ACU
- KBH
- CR
Filing on Apr 01, 2025
Q1 2025
Penbrook Management LLC
- NVO
- AMZN
- MSFT
- MCO
- GOOG
- GOOGL
- TRGP
Filing on Apr 23, 2025
Q1 2025
Life Steps Financial, Inc.
- QQQ
- SPY
- AAPL
- NVDA
- MSFT
- SDY
- IJH
Filing on Nov 15, 2023
Q3 2023
Filing on Mar 10, 2025
Q4 2024
Old North State Trust, LLC
- AAPL
- IUSB
- SPY
- NVDA
- MSFT
- LLY
- VEA
Filing on May 14, 2025
Q1 2025
Mosaic Financial Group, LLC
- VIG
- IVV
- MSFT
- UNP
- AAPL
- T
- RSP
Filing on May 14, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Filing on Aug 11, 2022
Q2 2022
Kerber Rose Wealth Management, LLC
- SCHD
- IVV
- SPTM
- TIP
- SCHX
- SCHP
- VIG