Largest Portfolios by Value
Filing on Jan 18, 2024
Q4 2023
Alterity Financial Group, LLC
- AAPL
- NVDA
- GOOGL
- AVGO
- TMO
- MSFT
- HON
Filing on Jan 29, 2025
Q4 2024
Filing on Jul 17, 2025
Q2 2025
Lockerman Financial Group, Inc.
- SPY
- BBUS
- MASI
- IJR
- FISR
- MSFT
- XLSR
Filing on Aug 14, 2025
Q2 2025
Ally Bridge Group (Ny) LLC
- VRNA
- CMPS
- MRUS
- ORIC
- TARS
- REPL
- INSM
Filing on Jul 21, 2025
Q2 2025
Red Mountain Financial, LLC
- BRK-B
- AAPL
- NVDA
- JPIE
- FBND
- BSV
- JMUB
Filing on Aug 15, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
Amica Retiree Medical Trust
- MSFT
- NVDA
- AAPL
- AMZN
- META
- GOOGL
- V
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Winning Points Advisors, LLC
- AAPL
- TGT
- BAC
- MSFT
- PG
- JPM
- HD
Filing on Nov 03, 2023
Q3 2023
Filing on Apr 16, 2024
Q1 2024
Filing on Jul 16, 2025
Q2 2025
Holland Advisory Services, Inc.
- IVV
- IJH
- IJR
- VTI
- AAPL
- MSFT
- PM
Filing on Oct 24, 2022
Q3 2022
Filing on May 05, 2025
Q1 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Glaxis Capital Management, LLC
- QQQ
- EEM
- PFF
- FXI
- LDP
- ARGT
- NTRS
Filing on Aug 15, 2025
Q2 2025
Courage Capital Management LLC
- BKLN
- CXW
- PHYS
- AAAU
- META
- SPY
- GOOG
Filing on Nov 09, 2023
Q3 2023
Institutional Venture Management Xiv, LLC
- ZIP
- OPRT