Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Fire Capital Management LLC
- NVDA
- IWB
- SPY
- JPM
- MSFT
- IWM
- RSP
Filing on May 09, 2025
Q1 2025
Highland Peak Capital, LLC
- OI
- WDC
- HNRG
- FIP
- GEO
- ACHC
- GRFS
Filing on May 08, 2025
Q1 2025
Mcintyre Freedman & Flynn Investment Advisers Inc
- MSFT
- BX
- MPC
- AMAT
- RTX
- NFG
- QQQ
Filing on May 08, 2025
Q1 2025
Lee Kelleher Wealth Management
- DLN
- IVV
- SPY
- IVW
- DON
- IJH
- GSLC
Filing on May 01, 2025
Q1 2025
Reyes Financial Architecture, Inc.
- USFR
- SPY
- IEI
- GLD
- XLE
- SLV
- SPLV
Filing on May 15, 2025
Q1 2025
Fischer Investment Strategies, LLC
- DFUS
- BRK-B
- BUFD
- USFR
- URTH
- QQQ
- DFIV
Filing on Nov 21, 2024
Q3 2024
Tri Ri Asset Management Corp
- NVO
- PLTR
- META
- ABNB
- AMZN
- VRTX
- VRSN
Filing on May 07, 2025
Q1 2025
Stonekeep Investments, LLC
- USFR
- SCHB
- SGOV
- VTI
- VWO
- SCHF
- BND
Filing on May 07, 2025
Q1 2025
Financially Speaking Inc
- RNMBY
- BRK-B
- TKAMY
- BAESY
- FLDR
- THLLY
- PLTR
Filing on Feb 18, 2025
Q4 2024
Northwest Bank & Trust CO
- AAPL
- NVDA
- GII
- MSFT
- META
- AMZN
- JPM
Filing on Apr 23, 2025
Q1 2025
Allodium Investment Consultants, LLC
- DFUS
- DFAI
- DFAS
- VNQ
- AVIG
- DFAE
- DFIS
Filing on Apr 28, 2025
Q1 2025
Axis Wealth Partners, LLC
- FBND
- DGRW
- VYMI
- VOO
- SCHD
- IVE
- IJH
Filing on May 16, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Nri Wealth Management Lc
- IVV
- QQQ
- VGT
- NVDA
- AAPL
- VTI
- BRK-B
Filing on May 15, 2024
Q1 2024
Filing on Apr 23, 2025
Q1 2025
Oak Wealth Advisors LLC
- AVUS
- AVDE
- IVV
- DFAI
- AVEM
- AVUV
- DFAU
Filing on May 15, 2025
Q1 2025
Perbak Capital Partners LLP
- XLI
- SPY
- ICLN
- XLF
- XLV
- KRE
- MMM