Largest Portfolios by Value
Filing on May 08, 2025
Q1 2025
Brentview Investment Management LLC
- MSFT
- CME
- AAPL
- CVX
- TT
- JPM
- UNH
Filing on Apr 28, 2025
Q1 2025
Lodestone Wealth Management LLC
- AAPL
- JPST
- MSFT
- CGCP
- CGSD
- JPM
- VTV
Filing on May 07, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Greykasell Wealth Strategies, Inc.
- IOO
- GLD
- AAPL
- IVV
- IHDG
- FBND
- AGG
Filing on Feb 07, 2025
Q4 2024
Quantitative Strategies, Inc.
- IVW
- IVE
- LQD
- TLH
- IJR
- XLK
- IGIB
Filing on Apr 01, 2025
Q1 2025
Filing on Apr 02, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Hansen & Associates Financial Group, Inc.
- SHV
- FTSM
- BSV
Filing on Apr 09, 2025
Q1 2025
Mid American Wealth Advisory Group, Inc.
- HYS
- TUA
- IBHE
- IBHF
- NVBW
- BIL
- LTPZ
Filing on May 15, 2025
Q1 2025
One Wealth Capital Management, LLC
- MSFT
- IVV
- IUSB
- MUB
- QUAL
- IVW
- DYNF
Filing on Apr 22, 2025
Q1 2025
Sk Wealth Management, LLC
- DGRW
- JEPI
- SCHG
- MOAT
- LVHI
- ESGG
- RWJ
Filing on Apr 15, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Burns Matteson Capital Management, LLC
- GLW
- SPHQ
- COWZ
- SCHD
- IWY
- IWP
- XMHQ
Filing on Apr 17, 2025
Q1 2025
Fogel Capital Management, Inc.
- MSFT
- GOOGL
- BRK-B
- CB
- BAC
- EPD
- ET
Filing on May 15, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Bastion Asset Management Inc.
- APEI
- FARO
- RNG
- ANGO
- CGAU
- FNB
- RRX
Filing on May 02, 2025
Q1 2025
Km Capital Management Ltd.
- DFUS
- ITOT
- IWL
- DFIV
- QQQ
- OEF
- IEV