Largest Portfolios by Value
Filing on Jan 16, 2025
Q4 2024
Focus Wealth Advisors, LLC
- FMAY
- IVV
- BND
- DIA
- ITM
- FTLS
- BUFR
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Regency Capital Management Inc.\De
- BRK-B
- COST
- MKL
- CB
- IAU
- ALEX
- AAPL
Filing on Feb 12, 2025
Q4 2024
Orleans Capital Management Corp
- AAPL
- MSFT
- XLK
- XLC
- HD
- COST
- SMH
Filing on May 12, 2023
Q1 2023
Security Asset Management
- AAPL
- JPM
- DHR
- MSFT
- MA
- ROP
- BLK
Filing on Jan 23, 2025
Q4 2024
New Millennium Group LLC
- MSFT
- NVDA
- AAPL
- AVGO
- GOOGL
- AMZN
- IVV
Filing on Nov 14, 2024
Q3 2024
Anabranch Capital Management, LP
- TDG
- GWRE
- MSFT
- CVNA
- HLT
- TPX
- NYT
Filing on Dec 04, 2024
Q3 2024
B. Riley Asset Management, LLC
- APLD
- SQNS
- CDZI
- RPD
- FIVN
- VPG
- BIGC
Filing on Nov 12, 2024
Q3 2024
Alapocas Investment Partners, Inc.
- AAPL
- AMZN
- GOOG
- ADBE
- V
- COST
- MCO
Filing on Jan 22, 2025
Q4 2024
Mbe Wealth Management, LLC
- QQQ
- VB
- SPYV
- USRT
- IVV
- SCHP
- ACIO
Filing on Aug 02, 2022
Q2 2022
Guy Spier
Aquamarine Capital Management, LLC
- BRKB
- AXP
- BAC
- MA
- RACE
- BRK-A
- MU
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 23, 2025
Q4 2024
Cairn Investment Group, Inc.
- VXUS
- AAPL
- VWO
- AYI
- GS
- BKNG
- GDX
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 06, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Mc Broom & Associates, LLC
- NVDA
- COST
- DKS
- ISRG
- ORLY
- TSLA
- AAPL
Filing on Feb 03, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Resurgent Financial Advisors LLC
- MSFT
- AAPL
- BRK-B
- JPM
- NVDA
- IWD
- VIG