Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 31, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Wealth Management Associates, Inc.
- AAPL
- IVV
- TLT
- MSFT
- NVDA
- VTI
- PLTR
Filing on Jul 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Silphium Asset Management LTD
- VOO
- VXUS
- LQD
- IAGG
- GOVT
- NVDA
- MSFT
Filing on Oct 21, 2025
Q3 2025
Global Financial Private Client, LLC
- SPY
- AAPL
- VOO
- MSFT
- SCHD
- VIG
- NVDA
Filing on Aug 13, 2025
Q2 2025
Thomas J. Herzfeld Advisors, Inc.
- NRGX
- FSCO
- CUBA
- HFRO
- JFR
- RA
- SJB
Filing on Oct 15, 2024
Q3 2024
Bbjs Financial Advisors, LLC
- RSP
- VGK
- VBR
- IVW
- VBK
- IEMG
- VPL
Filing on Aug 14, 2025
Q2 2025
Raymond James Financial Inc
- VOO
- MSFT
- AGG
- AAPL
- NVDA
- AVGO
- AMZN
Filing on Jul 21, 2025
Q2 2025
Clarity Capital Partners LLC
- PLTR
- TSLA
- NVDA
- MSTR
- AMZN
- MSFT
- COIN
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Ameliora Wealth Management Ltd.
- IGEB
- FLRN
- IGIB
- AGG
- SGOL
- IVV
- TMUS
Filing on Aug 01, 2025
Q2 2025
Yukon Wealth Management, Inc.
- IVV
- NVDA
- DVY
- AAPL
- SCHD
- VIG
- MSFT
Filing on Jul 28, 2025
Q2 2025
Filing on Nov 14, 2024
Q3 2024
Brophy Wealth Management, LLC
- MGK
- MGV
- AAPL
- MSFT
- GOVT
- VOE
- VBR
Filing on Oct 15, 2025
Q3 2025
Filing on Jul 16, 2025
Q2 2025
Luminvest Wealth Management LLC
- VTI
- VXUS
- VEU
- VTEB
- BNDX
- BND
- VCIT
Filing on Oct 22, 2025
Q3 2025
Letson Investment Management, Inc.
- ABBV
- V
- JNJ
- ABT
- ACN
- AXP
- L