Largest Portfolios by Value
Filing on Jul 23, 2025
Q2 2025
River Tree Advisors, LLC
- JAAA
- FTSM
- FTSL
- FTCS
- BUFR
- DIVO
- BUFQ
Filing on Jul 22, 2025
Q2 2025
Macroview Investment Management LLC
- BMAR
- SCHG
- EFA
- VONV
- PHYS
- QQQ
- IVV
Filing on Aug 26, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Astor Investment Management LLC
- SPLG
- SPTM
- JAAA
- LDUR
- XLK
- XLF
- SHV
Filing on Jul 22, 2025
Q2 2025
Rocky Mountain Advisers, LLC
- SCHD
- JPM
- UTF
- SCHB
- BRK-B
- STEW
- EVR
Filing on Jan 31, 2025
Q4 2024
Keene & Associates, Inc.
- WMT
- KMI
- CSCO
- MSFT
- INGR
- FDX
- ORCL
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 14, 2022
Q3 2022
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 10, 2025
Q2 2025
Filing on Jul 07, 2025
Q2 2025
Hedges Asset Management LLC
- GBCI
- GE
- BA
- SHEL
- GLPI
- PENN
- LUV
Filing on Aug 11, 2025
Q2 2025
Pin Oak Investment Advisors Inc
- KRP
- AAPL
- EPD
- XOM
- ET
- NOG
- EOG
Filing on Jul 09, 2025
Q2 2025
Burr Financial Services, LLC
- NVDA
- META
- AMZN
- PLTR
- AVGO
- PANW
- UBER
Filing on Aug 11, 2025
Q2 2025
Shenkman Capital Management Inc
- BKLN
- SJNK
- USHY
- TREE
- ATUS
- CCO
Filing on Apr 23, 2025
Q1 2025
Terra Nova Asset Management LLC
- MSFT
- XLC
- SGOL
- GOOGL
- AMZN
- AJG
- AAPL
Filing on Jul 08, 2025
Q2 2025
Corepath Wealth Partners LLC
- IVV
- AGG
- EFA
- GLD
- IUSV
- IWM
- ISTB