Largest Portfolios by Value
Filing on May 12, 2025
Q1 2025
Delos Wealth Advisors, LLC
- BILS
- FXU
- AAPL
- GLD
- MSFT
- TDTT
- AEM
Filing on Apr 09, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Omni Star Financial Group, Inc.
- GLD
- FBND
- SPY
- AAPL
- SO
- VXUS
- WM
Filing on Apr 29, 2025
Q1 2025
Sequent Asset Management, LLC
- XLK
- SLB
- SPYG
- IWP
- SPY
- VOO
- IWO
Filing on Oct 21, 2022
Q3 2022
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Sterling Manor Financial, LLC
- SPBO
- DGRO
- RSP
- SPYG
- FTSM
- IWP
- VFVA
Filing on May 01, 2025
Q1 2025
Kerntke Otto Mc Glone Wealth Management Group
- VTI
- DGRO
- FSMO
- IBTG
- DFAC
- IBTF
- HDV
Filing on Nov 10, 2022
Q3 2022
Rutabaga Capital Management LLC
- HIL
- MPAA
- TITN
- PCTI
- BBCP
- TBBK
- NTIC
Filing on Oct 18, 2024
Q3 2024
All Season Financial Advisors, Inc.
- BRK-B
- BNDX
- INDA
- VNQ
- VEA
- IVV
- IVE
Filing on May 14, 2025
Q1 2025
Josh Arnold Investment Consultant, LLC
- AAPL
- AMZN
- LYV
- PWFL
- PLTR
- TOI
- CLBT
Filing on May 14, 2025
Q1 2025
Sea Town Holdings Pte. Ltd.
- WMT
- MMYT
- AMZN
- LLY
- MA
- SPGI
- AAPL
Filing on May 05, 2025
Q1 2025
Tabor Asset Management, LP
- LZ
- AZEK
- MHK
- URBN
- BKNG
- WSM
- HD
Filing on Apr 11, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on Nov 14, 2024
Q3 2024
American Planning Services, Inc.
- QQQ
- PTLC
- COWZ
- JEPI
- AAPL
- USFR
- NVDA