Largest Portfolios by Value
Filing on Jan 17, 2023
Q4 2022
Harrison & CO Wealth Management, LLC
- XLK
- IJH
- XLV
- XLF
- XLI
- XLY
- XLP
Filing on Nov 14, 2024
Q1 2024
Filing on Nov 13, 2025
Q3 2025
Brandywine Managers, LLC
- ACWI
- CRWD
- PATH
- NVDA
- UBER
- NTRA
- ZS
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Stegent Equity Advisors, Inc.
- GLTR
- AVDV
- URNM
- FIW
- RDVY
- FTLS
- IEO
Filing on Nov 12, 2025
Q3 2025
Tao Capital Management LP
- TSLA
- TWST
- MDGL
- H
- MASS
- WRBY
- TXG
Filing on Apr 14, 2025
Q1 2025
Michael A. Dubis Financial Planning, LLC
- VTI
- SGOV
- VGIT
- VGSH
- SPTS
- DFIC
- SPTM
Filing on Oct 31, 2025
Q3 2025
Perkins Capital Management Inc
- NTRA
- LLY
- MSFT
- IDXX
- AXGN
- SKYT
- AMD
Filing on Nov 05, 2025
Q3 2025
Paradigm Capital Management, LLC
- VIG
- JPST
- VYM
- BRK-B
- SCHD
- VHT
- JPM
Filing on Nov 14, 2025
Q3 2025
Otter Creek Advisors, LLC
- FLEX
- AMZN
- HOLX
- CMPO
- WRB
- VRT
- ICE
Filing on Nov 05, 2025
Q3 2025
Guild Investment Management, Inc.
- PHYS
- BIL
- NVDA
- DELL
- GBTC
- OUNZ
- GLIN
Filing on Oct 15, 2025
Q3 2025
James Reed Financial Services, Inc.
- VV
- SIZE
- JEPQ
- VO
- MSFT
- AIQ
- AAPL
Filing on Oct 14, 2025
Q3 2025
Filing on Jan 10, 2025
Q4 2024
Filing on Nov 14, 2025
Q3 2025
Delaware Ladera Management Company, Inc.
- EOG
Filing on Nov 04, 2025
Q3 2025
Sageworth Trust CO Of South Dakota
- VTI
- VXUS
- VOO
- DFAS
- ACWI
- DFIC
- ACWX
Filing on Aug 07, 2023
Q2 2023
Filing on Nov 07, 2025
Q3 2025