Largest Portfolios by Value
Filing on Apr 08, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Avid Wealth Partners LLC
- OEF
- DYNF
- IVW
- GLDM
- IVV
- MGV
- IEFA
Filing on May 05, 2025
Q1 2025
Millstone Evans Group, LLC
- AAPL
- NVDA
- MSFT
- BRK-B
- DFAC
- ORCL
- IMCV
Filing on Jul 07, 2025
Q2 2025
Shotwell Rutter Baer Inc
- VTI
- AVLV
- VCIT
- VEA
- AVUV
- AVEM
- VGIT
Filing on May 15, 2025
Q1 2025
Marshall & Sterling Wealth Advisors Inc.
- VCIT
- DGRW
- MOAT
- RSP
- VIG
- VUG
- VGT
Filing on Apr 30, 2025
Q1 2025
Seamount Financial Group Inc
- AAPL
- AMZN
- JQUA
- VTI
- CGDV
- BRK-B
- VIG
Filing on May 14, 2025
Q1 2025
Forefront Wealth Partners, LLC
- IVV
- AGG
- SPLG
- FNDF
- IUSV
- VCIT
- FTCS
Filing on Apr 14, 2025
Q1 2025
Ffg Retirement Advisors LLC
- SCHZ
- IUSB
- SPLG
- JHMB
- DTD
- VYM
- XTEN
Filing on May 15, 2025
Q1 2025
Kiker Wealth Management, LLC
- OUNZ
- IWM
- IGSB
- NLR
- TLT
- FTXL
- CIBR
Filing on May 02, 2025
Q1 2025
Fee Only Financial Planning, L.C.
- VUG
- VTV
- VO
- VBR
- VB
- VBK
- VEU
Filing on Apr 11, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Mainsail Asset Management, LLC
- VTV
- VUG
- CTAS
- VBR
- AAPL
- VBK
- VIG
Filing on Mar 18, 2025
Q4 2024
Thoma Capital Management LLC
- SPY
- IGIB
- IVE
- IWO
- XLK
- XLV
- AAPL
Filing on May 02, 2023
Q1 2023
True Capital Management
- AAPL
- PLTR
- VIG
- QQQ
- META
- NVDA
- TSLA
Filing on May 02, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Kmt Wealth Management, LLC
- VTI
- IVV
- VXUS
- DFAS
- SPY
- VOO
- FLOT
Filing on Apr 16, 2025
Q1 2025
Massachusetts Wealth Management
- XLK
- JPM
- VCSH
- XLF
- XOM
- XLI
- MSFT
Filing on May 06, 2025
Q1 2025
Fpc Investment Advisory, Inc.
- ISTB
- BIV
- SCHX
- VGK
- TLT
- BND
- AAPL