Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Hudson Portfolio Management LLC
- GOOG
- MCK
- FLOT
- TSM
- ALL
- STIP
- INFY
Filing on Feb 20, 2025
Q4 2024
Montchanin Asset Management, LLC
- AAPL
- MSFT
- KMI
- GOOG
- JPM
- CTAS
- HD
Filing on Apr 28, 2025
Q1 2025
Caerus Investment Advisors, LLC
- VOO
- XYLD
- QYLD
- GOOG
- SPY
- EFA
- IWM
Filing on Jan 24, 2023
Q4 2022
Integrity Advisory, LLC
- BBUS
- BBIN
- JCPB
- MSFT
- AGG
- JAVA
- NVDA
Filing on May 14, 2025
Q1 2025
Jones Road Capital Management, L.P.
- HYG
- META
- BKLN
- ORCL
- LQD
- ADX
- ATI
Filing on Jan 17, 2023
Q4 2022
Harrison & CO Wealth Management, LLC
- XLK
- IJH
- XLV
- XLF
- XLI
- XLY
- XLP
Filing on May 15, 2025
Q1 2025
Alpine Peaks Capital, LP
- BFAM
- ROL
- MEDP
- CGNX
- EVTC
- USPH
- TRMB
Filing on Apr 29, 2025
Q1 2025
Us Asset Management LLC
- AAPL
- NVDA
- MSFT
- AMZN
- GOOGL
- META
- JPM
Filing on Apr 30, 2025
Q1 2025
Filing on Nov 14, 2024
Q1 2024
Filing on May 14, 2025
Q1 2025
White Knight Strategic Wealth Advisors, LLC
- BRK-B
- NVDA
- AAPL
- AMZN
- TSLA
- JNJ
- MSFT
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
4 J Wealth Management LLC
- IVV
- BRK-B
- BUFB
- IBDQ
- IEI
- AAPL
- NVDA
Filing on Apr 29, 2025
Q1 2025
Oppenheimer & Close, LLC
- AEM
- BBW
- AGI
- BRT
- SENEA
- HURC
- GLD
Filing on May 14, 2025
Q1 2025
Shenkman Capital Management Inc
- BKLN
- USHY
- TREE
- SJNK
- ATUS
- CCO