Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Monimus Capital Management, LP
- APP
- PBPB
- DLTR
- SPB
- RSKD
- DIN
- TRIP
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Pnc Financial Services Group, Inc.
- LLY
- IVV
- AAPL
- MSFT
- SPY
- GOOGL
- JPM
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Salus Financial Advisors, LLC
- IVV
- IEFA
- IUSV
- FBND
- FBCG
- FDEM
- FCOR
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Grant Private Wealth Management Inc
- NVDA
- META
- AAPL
- AVGO
- AMZN
- TSLA
- MSFT
Filing on Nov 12, 2025
Q3 2025
Traction Financial Partners, LLC
- SPY
- QQQ
- RDVY
- VOO
- XMHQ
- XSVM
- PRFZ
Filing on Oct 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Axecap Investments, LLC
- FFIV
- VRSN
- TMUS
- GOOG
- NVDA
- ORCL
- GILD
Filing on Nov 14, 2025
Q3 2025
Grand Alliance Asset Management LTD
- AVGO
- CRDO
- MU
- DELL
- NVDA
- NXPI
- WDC
Filing on Nov 17, 2025
Q3 2025
Papamarkou Wellner Asset Management Inc.
- AAPL
- NVDA
- MSFT
- GOOGL
- AMZN
- CVX
- V
Filing on Nov 10, 2025
Q3 2025
Explore Capital Management, LLC
- AMZN
- TSM
- OWL
- WDAY
- EFX
- THC
- SPGI
Filing on Oct 18, 2024
Q3 2024
Raymond James & Associates
- VOO
- AGG
- MSFT
- AAPL
- NVDA
- AMZN
- IEFA
Filing on Feb 11, 2025
Q4 2024
Mosley Wealth Management
- IVV
- JEPI
- XLSR
- IUSB
- IVW
- EFV
- EFG
Filing on Nov 10, 2025
Q3 2025
Wilkins Miller Wealth Management, LLC
- SCHX
- SCHG
- IVV
- BSCS
- SPDW
- IBDV
- BSCT
Filing on Oct 28, 2025
Q3 2025
Richardson Financial Services Inc.
- SPLG
- AAPL
- VUG
- VTV
- NVDA
- SPDW
- MSFT