Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
14 B Captial Management LP
- FOUR
- MA
- V
- CCOI
- PINS
- DFS
- CIB
Filing on May 08, 2025
Q1 2025
Squire Investment Management Company, LLC
- DFAC
- DFAT
- ITOT
- DFIV
- DFUV
- AVDV
- DFEM
Filing on May 08, 2025
Q1 2025
Waterway Wealth Management, LLC
- DLN
- EFA
- IVV
- DFSV
- MINO
- IJR
- IWF
Filing on May 02, 2025
Q1 2025
Htg Investment Advisors, Inc.
- DFAC
- DFIC
- CBRE
- AVDE
- AVUS
- DFAX
- BSV
Filing on May 07, 2025
Q1 2025
Wim Investment Management LTD
- TSLA
- META
- PDD
- NET
- UBER
- ROK
- TCOM
Filing on May 13, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Synergy Investment Management, LLC
- VOO
- VUG
- IVV
- SCHD
- TLT
- SPHQ
- SPYG
Filing on Apr 23, 2025
Q1 2025
Dlk Investment Management, LLC
- AAPL
- MSFT
- V
- GOOG
- COST
- ICE
- WM
Filing on May 06, 2025
Q1 2025
Vci Wealth Management LLC
- IAU
- JPST
- VEA
- AAPL
- MSFT
- NVDA
- SCHP
Filing on May 01, 2025
Q1 2025
Harmony Asset Management LLC
- AAPL
- NVDA
- AMZN
- MSFT
- GOOGL
- LLY
- V
Filing on May 13, 2025
Q1 2025
Invenio Wealth Partners LLC
- JMUB
- DHS
- SCHG
- DGRW
- SPDW
- AGGY
- DON
Filing on Jul 03, 2025
Q2 2025
Cpa Asset Management LLC
- FBND
- DFAE
- DFIP
- IAU
- DUHP
- DFAI
- BRK-A
Filing on Apr 29, 2025
Q1 2025
Jessup Wealth Management, Inc
- AMZN
- AAPL
- NVDA
- JNK
- GOOGL
- BABA
- IEF
Filing on May 14, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Filing on May 16, 2025
Q1 2025
Rivermont Capital Management LP
- WTW
- NWSA
- SPOT
- CLH
- SSNC
- TPR
- ACVA
Filing on May 06, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Gold Investment Management Ltd.
- MSFT
- TD
- BNS
- TSM
- MFC
- SU
- RY