Largest Portfolios by Value
Filing on Apr 24, 2025
Q1 2025
Victrix Investment Advisors
- NVDA
- BRK-B
- AAPL
- AMZN
- VOO
- GOOGL
- MSFT
Filing on Apr 30, 2025
Q1 2025
Dogwood Wealth Management LLC
- FBND
- SPYV
- VTI
- QQQ
- SHY
- JAAA
- MUB
Filing on Dec 11, 2024
Q3 2024
Alternative Investment Advisors, Llc.
- IVV
- DGRO
- IVE
- QUAL
- EFV
- MBB
- TLT
Filing on May 12, 2025
Q1 2025
Cove Private Wealth, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- JPM
- SGOV
- GOOGL
Filing on May 14, 2025
Q1 2025
Crossingbridge Advisors, LLC
- PLAO
- PINE
- FLNG
- GPK
- FET
- PSX
- LIFZF
Filing on May 12, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Ballast Asset Management, LP
- CLMB
- NRP
- CVCO
- IGIC
- AGM
- SOI
- TPB
Filing on May 09, 2025
Q1 2025
Pnc Financial Services Group, Inc.
- LLY
- IVV
- AAPL
- MSFT
- SPY
- ERIE
- JPM
Filing on Apr 24, 2025
Q1 2025
Rcs Financial Planning, LLC
- DFAC
- DFCF
- FBND
- DFIC
- IVV
- DFSD
- DUHP
Filing on Apr 14, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Onyx Financial Advisors, LLC
- DFAC
- DFAX
- DFSD
- DFAR
- MSFT
- DFCF
- PKI
Filing on Apr 08, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Genesis Private Wealth, LLC
- FBND
- IWF
- IWD
- PTRB
- GLD
- CGGR
- VTEB
Filing on May 13, 2025
Q1 2025
Granite Harbor Advisors, Inc.
- QQQ
- AGG
- IVV
- DFAS
- MUB
- AAPL
- XLF
Filing on Apr 29, 2025
Q1 2025
Mills Wealth Advisors LLC
- DFAC
- DFIC
- DUHP
- DIHP
- DFEM
- JMUB
- JPST
Filing on May 13, 2025
Q1 2025
Wrenne Financial Planning LLC
- VTI
- VEU
- SLYV
- BND
- VNQ
- VWO
- VXUS
Filing on May 08, 2025
Q1 2025
Aviso Wealth Management
- AAPL
- NFLX
- NVDA
- META
- GOOGL
- MSFT
- AMZN
Filing on Jun 04, 2024
Q1 2024