Largest Portfolios by Value
Filing on May 03, 2024
Q1 2024
Coulter & Justus Financial Services, LLC
- JPM
- GOOG
- AXP
- SYK
- APH
- QCOM
- A
Filing on Feb 14, 2025
Q4 2024
Divisar Capital Management LLC
- ADTN
- LITE
- VMEO
- UCTT
- FARO
- KLIC
- CALX
Filing on Nov 07, 2023
Q3 2023
Madison Wealth Management
- MSFT
- AAPL
- USFR
- GOOG
- BRK-B
- VOO
- CBRE
Filing on Jan 16, 2025
Q4 2024
Regent Peak Wealth Advisors LLC
- VTI
- IEFA
- AAPL
- VUG
- DGRO
- BND
- ACN
Filing on Feb 14, 2025
Q4 2024
Land & Buildings Investment Management, LLC
- VTR
- EQIX
- FR
- SKT
- KRG
- NHI
- AIV
Filing on Feb 11, 2025
Q4 2024
Holderness Investments CO
- AAPL
- MSFT
- NVDA
- AMZN
- QQQ
- AMAT
- AVGO
Filing on Feb 14, 2025
Q4 2024
Octagon Capital Advisors LP
- APLS
- CNTA
- VRNA
- NUVB
- INSM
- COGT
- SRRK
Filing on Jan 29, 2025
Q4 2024
Core Alternative Capital
- AAPL
- MSFT
- JPM
- GOOG
- LLY
- UNH
- WMT
Filing on Feb 14, 2025
Q4 2024
Esl Trust Services, LLC
- IVV
- SPYG
- SCHD
- AVDE
- VIGI
- IJH
- GQRE
Filing on Oct 16, 2024
Q3 2024
Sweet Financial Partners, LLC
- VOO
- SCHD
- RDVY
- VEU
- XT
- LMBS
- FTLS
Filing on Feb 21, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Woodard & CO Asset Management Group Inc
- SPY
- SPTM
- IWD
- SPYG
- SPYV
- IWF
- VV
Filing on Nov 13, 2024
Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC
- FBND
- SPDW
- SPYG
- SPYV
- VIG
- IEF
- FLTR
Filing on Feb 12, 2025
Q4 2024
Kesler, Norman & Wride, LLC
- AAPL
- SPY
- MSFT
- COST
- UNH
- NVDA
- LOW
Filing on Feb 07, 2025
Q4 2024
M. Kulyk & Associates, LLC
- STIP
- SGOV
- SHV
- LEVI
- MSFT
- NVDA
- AAPL
Filing on Jan 21, 2025
Q4 2024
Cedar Mountain Advisors, LLC
- IWF
- IWD
- IWP
- IWS
- IJR
- SPSB
- QQQ
Filing on Feb 06, 2025
Q4 2024
Filing on Oct 02, 2024
Q3 2024
M&R Capital Management Inc
- AAPL
- AVGO
- BRK-B
- GOOGL
- LOW
- AMZN
- V