Largest Portfolios by Value
Filing on May 09, 2025
Q1 2025
Accent Capital Management, LLC
- AAPL
- MSFT
- NVDA
- GOOG
- META
- AMZN
- SPY
Filing on Apr 21, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Vision One Management Partners, LP
- TGI
- CC
- CZR
- NGVT
- TNC
- TGNA
- FL
Filing on May 06, 2025
Q1 2025
Blue Path Capital Management, LLC
- AFL
- HD
- TSLA
- SPY
- AAPL
- NVDA
- KO
Filing on Apr 21, 2025
Q1 2025
Heritage Wealth Management, Inc./Texas
- DFUS
- DFUV
- DFAS
- DFCF
- DFAI
- DUHP
- VNQ
Filing on Apr 15, 2025
Q1 2025
School Employees Retirement Board Of Ohio
- GOVT
- IAUM
- AMLP
Filing on Oct 11, 2024
Q3 2024
Boston Mountain Money Management Inc
- IVV
- WMT
- SPYG
- ITOT
- VOOV
- VTI
- ISTB
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Western Financial Corp/Ca
- EFSC
- ARWR
- WFC
- NFLX
- META
- GE
- COST
Filing on Apr 22, 2025
Q1 2025
Midwest Financial Group LLC
- SCHD
- IVW
- AVUV
- AAPL
- LQD
- QQQ
- RDVI
Filing on May 29, 2025
Q1 2025
Parkshore Wealth Management, Inc.
- DFAC
- DFCF
- DFAI
- AAPL
- AVUS
- AVUV
- AVDV
Filing on May 12, 2025
Q1 2025
Core Wealth Partners LLC
- AAPL
- ROK
- BRK-B
- MSFT
- BIL
- SGOV
- AMZN
Filing on May 08, 2025
Q1 2025
Mullooly Asset Management, Inc.
- IJH
- SHV
- MTUM
- VEU
- VLUE
- VTI
- AGG
Filing on Apr 18, 2025
Q1 2025
Huntleigh Advisors, Inc.
- GOOGL
- CFO
- VIG
- ARLP
- AWF
- FTHY
- TLT
Filing on Apr 22, 2025
Q1 2025
Cobblestone Asset Management LLC
- IVV
- JQUA
- SPYG
- DYNF
- SPYV
- JEPI
- EFV
Filing on Apr 25, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Jbr CO Financial Management Inc
- NVDA
- VGT
- BIL
- AAPL
- SPLG
- QQQM
- CVX
Filing on Jul 07, 2025
Q2 2025