Largest Portfolios by Value
Filing on Apr 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Cutter Capital Management, LP
- BMY
- AMGN
- BIIB
- LLY
- INSM
- RARE
- BBIO
Filing on May 12, 2025
Q1 2025
Elevation Capital Advisory, LLC
- MFUL
- LVHI
- XMMO
- EFAV
- FDL
- MOAT
- ANGL
Filing on May 01, 2025
Q1 2025
Left Brain Wealth Management, LLC
- NVDA
- META
- PLTR
- NFLX
- AMLP
- AXON
- TSM
Filing on Apr 10, 2025
Q1 2025
Hf Advisory Group, LLC
- DGRO
- BRK-B
- LGLV
- FALN
- MSFT
- META
- GOOG
Filing on Apr 09, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Ruggaard & Associates LLC
- JPST
- CGCP
- CGDV
- IBHF
- IBDQ
- QGRO
- VO
Filing on Apr 22, 2025
Q1 2025
Tanglewood Legacy Advisors, LLC
- IUSV
- IUSG
- IWR
- IWF
- IWD
- FMAY
- DMAY
Filing on Apr 23, 2025
Q1 2025
Olympus Wealth Management, LLC
- IEFA
- VOO
- SPY
- IEMG
- SPLG
- SCHD
- IJH
Filing on Apr 28, 2025
Q1 2025
Heritage Oak Wealth Advisors LLC
- WMT
- JPST
- IEF
- GLD
- MSMR
- SSO
- HYG
Filing on May 14, 2025
Q1 2025
Baron Wealth Management LLC
- QUAL
- IJR
- FLQH
- SNA
- AAPL
- RIVN
- SPY
Filing on May 07, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Ken Fisher
Fisher Asset Management, LLC
- AAPL
- NVDA
- MSFT
- VCIT
- AMZN
- GOOGL
- IEF
Filing on Jul 08, 2025
Q2 2025
Filing on Apr 11, 2025
Q1 2025
Filing on Jul 07, 2025
Q2 2025
O'Connor Financial Group LLC
- VOO
- LDUR
- BOND
- AVUV
- SPDW
- TPIF
- QQQ
Filing on May 07, 2025
Q1 2025
Meredith Wealth Planning
- AVUV
- DUHP
- AVDV
- MTUM
- DIHP
- AVES
- DFCF
Filing on May 16, 2025
Q1 2025
Palogic Value Management, L.P.
- AAPL
- BIL
- AVGO
- MSFT
- GOOG
- XOM
- SRLN