Largest Portfolios by Value
Filing on Apr 21, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Sheridan Capital Management, LLC
- IWF
- MGV
- AGG
- BOND
- USMV
- IWV
- VGT
Filing on Apr 11, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Binnacle Investments Inc
- DFCF
- DFAC
- DFAU
- DFAX
- DFAI
- DFUS
- DUHP
Filing on Apr 14, 2025
Q1 2025
Broadway Wealth Solutions, Inc.
- SPLG
- USTB
- AVDE
- JPIB
- AVEM
- SPMD
- DFIS
Filing on Jul 07, 2025
Q2 2025
Retirement Wealth Solutions LLC
- VOO
- VEA
- IVV
- BNDX
- VWO
- BSV
- DYNF
Filing on Apr 24, 2025
Q1 2025
Graphene Investments Sas
- MSFT
- AAPL
- GOOGL
- NVDA
- AVGO
- BKR
- TMUS
Filing on Jun 24, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Kingsman Wealth Management, Inc.
- NVDA
- META
- AMZN
- AAPL
- GE
- COST
- GS
Filing on May 05, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Lloyd Harbor Capital Management, LLC
- NXE
- CCJ
- UEC
- SU
- DNN
- AR
- EQT
Filing on Jun 02, 2025
Q1 2025
Integrity Wealth Advisors, Inc.
- FPE
- DINT
- GNSS
- RDVY
- BRK-B
- SPTI
- GOOG
Filing on Apr 24, 2025
Q1 2025
Kingdom Financial Group Llc.
- IWY
- MUB
- IWX
- VMBS
- USIG
- VOO
- EFV
Filing on Feb 04, 2025
Q4 2024
Daner Wealth Management, LLC
- DFAC
- OMFL
- VV
- DFCF
- VO
- DFAS
- IEFA
Filing on Jul 07, 2025
Q2 2025
Nova Wealth Management, Inc.
- UCON
- SPMO
- IWY
- NVDA
- DJUL
- OEF
- QGRO
Filing on Apr 25, 2025
Q1 2025
Bank Plus Wealth Management LLC
- IVV
- JCPB
- JPIE
- AAPL
- SPY
- BND
- TOTR
Filing on May 14, 2025
Q1 2025
Legend Financial Advisors, Inc.
- IAU
- QQQ
- SOXX
- FNDX
- VO
- LCR
- COPX
Filing on Apr 17, 2025
Q1 2025