Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Arvest Bank Trust Division
- MDY
- EFA
- IVV
- IWM
- VEA
- SPY
- GEM
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Quintet Private Bank (Europe) S.A.
- NVDA
- MSFT
- GOOGL
- JPM
- V
- DIS
- PG
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Rothschild Investment LLC
- NVDA
- AAPL
- JPM
- GOOGL
- MSFT
- BX
- BRK-B
Filing on Nov 10, 2025
Q3 2025
Y.D. More Investments LTD
- ESLT
- ICL
- NVMI
- QQQ
- CAMT
- TSEM
- ORA
Filing on Nov 14, 2025
Q3 2025
Burkehill Global Management, LP
- BRO
- NDAQ
- MBLY
- VRSN
- KTOS
- FOX
- CHWY
Filing on Nov 12, 2025
Q3 2025
Smith Group Asset Management, LLC
- MSFT
- AVGO
- AAPL
- APP
- KLAC
- GOOGL
- META
Filing on Oct 21, 2025
Q3 2025
Financiere Des Professionnels Fonds D,Investissement Inc.
- IEMG
- SPY
- IEFA
- TSM
- MSFT
- AAPL
- QQQ
Filing on Nov 10, 2025
Q3 2025
Diversify Wealth Management, LLC
- SPYG
- SPYV
- DFAU
- SPY
- NVDA
- SPDW
- AAPL
Filing on Oct 21, 2025
Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- DFAC
- SPLG
- DFAX
- VUG
- VEA
- DYNF
- QUAL
Filing on Nov 20, 2025
Q3 2025
Filing on Feb 04, 2025
Q4 2024
Pine Valley Investments LTD Liability CO
- SPY
- SPY
- AAPL
- FIXD
- MSFT
- NVDA
- AGO
Filing on May 15, 2025
Q1 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Kingswood Wealth Advisors, LLC
- AAPL
- SPY
- NVDA
- MSFT
- SCHG
- QQQ
- AMZN
Filing on Nov 04, 2025
Q3 2025
Adell Harriman & Carpenter Inc
- AVGO
- NVDA
- AAPL
- MSFT
- PWR
- AMZN
- PANW