Largest Portfolios by Value
Filing on Apr 16, 2025
Q1 2025
Steele Capital Management, Inc.
- IVV
- FNDX
- SCHF
- VOO
- VEA
- QQQ
- VCSH
Filing on May 14, 2025
Q1 2025
Ostrum Asset Management
- MSFT
- AMZN
- NVDA
- ICE
- GOOGL
- BRK-B
- AVGO
Filing on May 12, 2025
Q1 2025
Filing on Jul 17, 2025
Q2 2025
Generate Investment Management LTD
- NVDA
- MSFT
- AMZN
- META
- TSM
- GOOGL
- LLY
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Jul 08, 2025
Q2 2025
Quintet Private Bank (Europe) S.A.
- MSFT
- NVDA
- GOOGL
- JPM
- V
- DIS
- PG
Filing on Jul 17, 2025
Q2 2025
Filing on Apr 14, 2025
Q1 2025
Midland Wealth Advisors LLC
- IVV
- MBB
- JAAA
- IEFA
- VGIT
- JQUA
- IVW
Filing on May 14, 2025
Q1 2025
Filing on Feb 04, 2025
Q4 2024
Pine Valley Investments LTD Liability CO
- SPY
- SPY
- AAPL
- FIXD
- MSFT
- NVDA
- AGO
Filing on Jul 17, 2025
Q2 2025
Elser Financial Planning, Inc
- MBIN
- DFCF
- DFAU
- DFUS
- DFIC
- DFUV
- DFAS
Filing on May 07, 2025
Q1 2025
Meeder Advisory Services, Inc.
- JMUB
- IEFA
- AAPL
- IEMG
- NVDA
- MSFT
- VEA
Filing on May 15, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Mason Investment Advisory Services, Inc.
- VLUE
- AVUV
- VSS
- AVDV
- AVSC
- MINT
- VBR
Filing on Jul 09, 2025
Q2 2025
Financiere Des Professionnels Fonds D,Investissement Inc.
- IEMG
- SPY
- IEFA
- MSFT
- IVW
- TSM
- QQQ
Filing on May 15, 2025
Q1 2025