Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on Feb 10, 2025
Q4 2024
Criterion Capital Advisors, LLC
- DFIC
- GIGB
- DFAC
- AAPL
- DFAS
- BRK-B
- ORCL
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Edge Financial Advisors LLC
- ITOT
- IXUS
- SPY
- AGG
- DYNF
- JQUA
- DUHP
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Pullen Investment Management, LLC
- VOO
- VTI
- SCHB
- BRK-B
- SPY
- MSFT
- LINC
Filing on May 15, 2025
Q1 2025
Clear Alpha Technologies LP
- SPY
- HES
- BERY
- K
- FYBR
- CHX
- PYCR
Filing on May 07, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Wealth Advisors Northwest LLC
- DFAC
- DFIC
- DFSV
- DUHP
- AMZN
- DFAU
- DISV
Filing on Apr 21, 2025
Q1 2025
Hamilton Capital Partners, LLC
- AAPL
- GOOGL
- TSLA
- MSFT
- AMZN
- META
- NVDA
Filing on May 13, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Sprinkle Financial Consultants LLC
- SCHX
- OKE
- IJR
- DFUV
- JGRO
- JPSE
- IVV
Filing on Apr 14, 2025
Q1 2025
Werlinich Asset Management, LLC
- NVDA
- UNP
- JPM
- HUBB
- LMT
- MSFT
- BX
Filing on May 09, 2025
Q1 2025
Generali Investments Towarzystwo Funduszy Inwestycyjnych
- MSFT
- GOOGL
- ADI
- ADBE
- NVDA
- NOW
- AMD
Filing on Apr 11, 2025
Q1 2025
Stone Crest Wealth Management, Inc.
- QQQM
- NVDA
- SPLG
- PVAL
- RDVY
- SPMO
- AMZN
Filing on Apr 21, 2025
Q1 2025
Worth Financial Advisory Group, LLC
- GSLC
- AMZN
- AAPL
- MSFT
- IUSB
- SFLR
- QUAL
Filing on May 14, 2025
Q1 2025