Largest Portfolios by Value
Filing on Apr 10, 2025
Q1 2025
Iams Wealth Management, LLC
- QQQ
- SPY
- BIL
- BUFR
- MSFT
- UPS
- AAPL
Filing on May 05, 2025
Q1 2025
Anchor Capital Management Group Inc
- QQQ
- SPY
- EFA
- QYLD
- PDI
- JEPI
- JEPQ
Filing on Apr 17, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 23, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Pines Wealth Management, LLC
- IVV
- MSFT
- MUB
- GLTR
- AAPL
- AMZN
- NVDA
Filing on Jul 07, 2025
Q2 2025
Gallacher Capital Management LLC
- PEP
- YUM
- IVW
- BRK-B
- JQUA
- MTUM
- JPST
Filing on May 15, 2025
Q1 2025
1 North Wealth Services LLC
- VCIT
- JEPI
- JAAA
- TOTL
- PULS
- EMB
- GLD
Filing on May 20, 2025
Q1 2025
Mendon Capital Advisors Corp
- EQBK
- USCB
- FRST
- VBNK
- FHN
- FBMS
- BUSE
Filing on Apr 15, 2025
Q1 2025
Trueblood Wealth Management, LLC
- JPM
- AAPL
- MSFT
- AJG
- RSP
- SDVY
- RDVI
Filing on Apr 22, 2025
Q1 2025
Kennedy Investment Group
- FTHY
- AAPL
- AMZN
- USMV
- AVGO
- NVDA
- JEPI
Filing on May 07, 2025
Q1 2025
Mb, Levis & Associates, LLC
- VV
- DHS
- VEU
- VTEB
- DGRW
- IBDW
- IBDV
Filing on May 15, 2025
Q1 2025
Strait & Sound Wealth Management LLC
- AAPL
- MSFT
- TBIL
- SGOV
- AMZN
- NVDA
- XHLF
Filing on Apr 10, 2025
Q1 2025
Freedom Financial Partners LLC
- AVUS
- VOO
- AVDE
- CGXU
- AAPL
- VO
- RLY
Filing on May 15, 2025
Q1 2025
Sherbrooke Park Advisers LLC
- PNC
- MRK
- NOV
- MDLZ
- EIX
- MAS
- CWENA
Filing on Apr 11, 2025
Q1 2025
Sivia Capital Partners, LLC
- VOO
- AAPL
- VT
- NVDA
- MSFT
- AMZN
- BRK-B
Filing on May 01, 2025
Q1 2025
Evergreen Private Wealth LLC
- CHKP
- BRK-B
- NFLX
- QEFA
- TLH
- JPM
- MSFT
Filing on May 13, 2025
Q1 2025