Largest Portfolios by Value
Filing on Jul 17, 2025
Q2 2025
C2 C Wealth Management, LLC
- MSFT
- AAPL
- IVV
- UTF
- XLK
- IBM
- CVX
Filing on Aug 14, 2025
Q2 2025
Talisman Wealth Advisors LLC
- DGRO
- VYM
- IWF
- SCHD
- MSFT
- HYG
- NVDA
Filing on Aug 14, 2025
Q2 2025
Kamunting Street Capital Management, L.P.
- ET
- EPD
- GOOGL
- UNH
- TGT
- GTLS
- CPRI
Filing on Oct 24, 2023
Q3 2023
Adirondack Retirement Specialists, Inc.
- CASH
- IDT
- USFR
- ESLT
- KKR
- XPEL
- CWH
Filing on Jul 29, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
Filing on Jul 25, 2025
Q2 2025
Orca Investment Management, LLC
- MSFT
- AAPL
- GOOG
- SPY
- AVGO
- CAH
- BRK-B
Filing on Feb 14, 2025
Q4 2024
B. Riley Financial, Inc.
- BW
- DDI
- CDZI
- LSEA
- TACT
- EGHT
- RGF
Filing on Aug 12, 2025
Q2 2025
Filing on Apr 26, 2023
Q1 2023
Euclidean Technologies Management, LLC
- PLPC
- CVLG
- MCFT
- WIRE
- ATKR
- MLI
- PRDO
Filing on Feb 10, 2025
Q4 2024
Wintrust Investments LLC
- IJH
- AAPL
- IVV
- IWM
- BRK-B
- RSP
- TFLO
Filing on Aug 14, 2025
Q2 2025
White Knight Strategic Wealth Advisors, LLC
- BRK-B
- NVDA
- TSLA
- AMZN
- AAPL
- MSFT
- JNJ
Filing on Aug 04, 2025
Q2 2025
4 J Wealth Management LLC
- IVV
- BRK-B
- BALT
- IBDQ
- NVDA
- IEI
- AAPL
Filing on Jul 21, 2025
Q2 2025
Intrinsic Value Partners, LLC
- BRK-B
- GOOG
- META
- JOE
- TSM
- SCHW
- GOOGL
Filing on Nov 14, 2023
Q3 2023