Largest Portfolios by Value
Filing on Apr 10, 2025
Q1 2025
Sugar Maple Asset Management, LLC
- TFLO
- ABBV
- GLD
- ABT
- IVV
- STIP
- SHY
Filing on Apr 23, 2025
Q1 2025
Terra Nova Asset Management LLC
- MSFT
- XLC
- SGOL
- GOOGL
- AMZN
- AJG
- AAPL
Filing on May 05, 2025
Q1 2025
Coastwise Capital Group, LLC
- SCHD
- AAPL
- SPY
- AMZN
- MSFT
- NVDA
- GOOGL
Filing on May 05, 2025
Q1 2025
Filing on Feb 13, 2023
Q4 2022
Resolute Financial, LLC
- IVV
- IJH
- IGSB
- USMV
- BRK-B
- USFR
- STIP
Filing on May 15, 2025
Q1 2025
Richwood Investment Advisors, LLC
- IVV
- IJH
- IJR
- LLY
- NOW
- V
- EFA
Filing on May 09, 2025
Q1 2025
Accuvest Global Advisors
- MSTR
- AMZN
- COST
- AAPL
- WMT
- SPOT
- META
Filing on Apr 11, 2025
Q1 2025
Pine Haven Investment Counsel, Inc
- MSFT
- AAPL
- COST
- BRK-B
- SBUX
- ABBV
- SCHW
Filing on Apr 30, 2025
Q1 2025
Fingerlakes Wealth Management, Inc.
- MGK
- AAPL
- QQQ
- XLK
- VGT
- SCHG
- VTI
Filing on Apr 16, 2025
Q1 2025
Blodgett Wealth Advisors, LLC
- IWF
- AAPL
- NVDA
- MSFT
- AMZN
- GOOGL
- LLY
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 03, 2025
Q1 2025
Magnolia Capital Management LTD
- SPY
- QQQ
- IJH
- DIA
- AAPL
- BRK-B
- IJR
Filing on May 09, 2025
Q1 2025
Bluegrass Capital Partners LP
- MSFT
- MLM
- MA
- AMZN
- TDG
- MCO
- GE
Filing on May 06, 2025
Q1 2025
Brooktree Capital Management
- IBKR
- PAR
- RMNI
- BRK-B
- THRY
- BFH
- QCOM
Filing on Apr 30, 2025
Q1 2025
Tru Independence Asset Management 2, LLC
- DFAC
- DFSD
- DFCF
- IEI
- BRK-B
- IEF
- IVV
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Filing on May 13, 2025
Q1 2025
Oder Investment Management, LLC
- AAPL
- SPY
- AMZN
- PLTR
- BSJQ
- BSJP
- HOOD