Largest Portfolios by Value
Filing on Jul 31, 2023
Q2 2023
Bms Financial Advisors, LLC
- IVV
- QQEW
- DLN
- SPTI
- SPGP
- IUSB
- BSV
Filing on Oct 23, 2025
Q3 2025
Palouse Capital Management, Inc.
- MSFT
- NTAP
- BIL
- BKR
- UNH
- HBAN
- C
Filing on Nov 14, 2025
Q3 2025
Alex Roepers
Atlantic Investment Management, Inc.
- GTLS
- WFRD
- AXTA
- OSK
- ASH
- GPK
- NOMD
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Capstone Triton Financial Group, LLC
- AAPL
- NVDA
- WMT
- AMZN
- MSFT
- GOOG
- COST
Filing on Nov 14, 2025
Q3 2025
Guardian Wealth Management, Inc.
- STRL
- AZO
- ABBV
- NNI
- APO
- LLY
- SSNC
Filing on Oct 21, 2025
Q3 2025
Asset Management Advisors, LLC
- BRK-B
- WMB
- BEPC
- NEE
- AAPL
- GOOGL
- LEN
Filing on Oct 27, 2025
Q3 2025
Diversified Investment Strategies, LLC
- XOM
- JOE
- GDDY
- DKS
- WBD
- FAST
- CALM
Filing on Oct 20, 2025
Q3 2025
Refined Wealth Management
- COIN
- VSGX
- BNDX
- QQQ
- VTV
- OSTK
- SRLN
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 10, 2025
Q3 2025
A. D. Beadell Investment Counsel, Inc.
- PRIM
- TSM
- EPD
- KMI
- RTX
- PBA
- APD
Filing on Nov 13, 2025
Q3 2025
Elkhorn Partners Limited Partnership
- BRK-A
- KW
- BRK-B
- WTM
- GOOGL
- GOOG
- AAPL
Filing on Oct 22, 2025
Q3 2025
Paradigm, Strategies In Wealth Management, LLC
- SCHG
- SCHD
- HEFA
- IJR
- JPST
- SCHF
- AAPL
Filing on Oct 21, 2024
Q3 2024
Jade Capital Advisors, LLC
- ALK
- SPR
- WGO
- BA
- JCI
- OEC
- AAL
Filing on Nov 04, 2025
Q3 2025
Valley Brook Capital Group, Inc.
- MSFT
- AAPL
- JPM
- NVDA
- AVGO
- ABBV
- HD
Filing on Nov 13, 2025
Q3 2025
7 G Capital Management, LLC
- GOOGL
- TSM
- AAPL
- BRK-A
- NVDA
- WRB
- PYPL
Filing on Oct 29, 2025
Q3 2025
Live Oak Investment Partners
- PULS
- VEA
- UCON
- SRLN
- FTLS
- XMHQ
- QAI