Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • QQQ
  • AAPL
  • SCHG
  • XLK
  • MGV
  • VGT
Fingerlakes Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 98
Filing on Oct 22, 2025 Q3 2025

Code Waechter LLC

  • SCHG
  • SGOV
  • CGDV
  • VB
  • VIOV
  • VIOG
  • SCHR
Code Waechter LLC's Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 112
Filing on Oct 16, 2025 Q3 2025

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • META
  • ORCL
  • TMO
  • ADBE
  • ADP
  • QCOM
R.H. Dinel Investment Counsel, Inc.'s Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 42
Filing on Aug 13, 2025 Q2 2025

Teton Advisors, Inc.

  • DCO
  • NATH
  • MYE
  • ATRO
  • GENC
  • DSGR
  • ROCK
Teton Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 184
Filing on Nov 25, 2025 Q3 2025

Wj Wealth Management, LLC

  • JPST
  • CGDV
  • WINN
  • NVDA
  • SPMO
  • QQQ
  • GLTR
Wj Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 69
Filing on Nov 12, 2025 Q3 2025

Orleans Capital Management Corp

  • AAPL
  • MSFT
  • XLK
  • XLC
  • SMH
  • GS
  • COST
Orleans Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 105
Filing on Nov 17, 2025 Q3 2025

Omni Star Financial Group, Inc.

  • GLD
  • CTA
  • SPY
  • FBND
  • AAPL
  • JNJ
  • GILD
Omni Star Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 113
Filing on Nov 14, 2025 Q3 2025

Aberdeen Wealth Management LLC

  • IVOV
  • VIG
  • MSFT
  • AAPL
  • JPM
  • BRK-B
  • GOOGL
Aberdeen Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 165
Filing on Feb 13, 2023 Q4 2022

Rex Capital Advisors, LLC

  • SPY
  • IJJ
  • IWM
  • IEMG
  • VEA
  • ITOT
  • EMXC
Rex Capital Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 152 Million
Stocks 26
Filing on Nov 14, 2025 Q3 2025

Onefund, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
Onefund, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 508
Filing on Nov 05, 2025 Q3 2025

Fidato Wealth LLC

  • VOO
  • VO
  • DFAR
  • BSV
  • IVV
  • SHW
  • VNQ
Fidato Wealth LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Heronetta Management, L.P.

  • MPLX
  • WMB
  • EPD
  • ET
  • OKE
  • ENB
  • WES
Heronetta Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 25
Filing on Nov 05, 2025 Q3 2025

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • DOV
  • VOO
  • SHW
  • FIX
  • JPST
Thompson Davis & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 148
Filing on Oct 29, 2025 Q3 2025

Invera Wealth Advisors, LLC

  • MSFT
  • IGIB
  • AAPL
  • USXF
  • GOOGL
  • SUSC
  • JPM
Invera Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 87
Filing on Nov 12, 2025 Q3 2025

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • MSFT
  • AAPL
  • ITOT
  • NVDA
  • QDPL
Black Diamond Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 175
Filing on Nov 05, 2025 Q3 2025

Meixler Investment Management, Ltd.

  • PHYS
  • BRK-B
  • DMLP
  • SU
  • NRP
  • CNQ
  • EXP
Meixler Investment Management, Ltd.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 105
Filing on Oct 22, 2025 Q3 2025

Echo Wealth Management, LLC

  • AVIG
  • JPIE
  • AVDE
  • AVUV
  • AVLV
  • AVUS
  • COWZ
Echo Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 45
Filing on Aug 11, 2022 Q2 2022

Gold Dragon Worldwide Asset Management LTD

  • QFIN
  • FINV
Gold Dragon Worldwide Asset Management LTD's Q2 2022 Portfolio
Portfolio Value 151 Million
Stocks 2