Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Blodgett Wealth Advisors, LLC
- IWF
- AAPL
- NVDA
- MSFT
- GOOGL
- AMZN
- COST
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Pivotal Bio Venture Partners Investment Advisor LLC
- PCVX
- INZY
- ARQT
- EXAI
- RLYB
- VIGL
- BOLT
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Sippican Capital Advisors
- TBBK
- NVR
- XOM
- BMY
- COLB
- GE
- CVX
Filing on Nov 13, 2024
Q3 2024
Filing on Feb 11, 2025
Q4 2024
1620 Investment Advisors, Inc.
- SPIB
- IEF
- SPTS
- TY
- QEFA
- JPM
- AAPL
Filing on Oct 17, 2024
Q3 2024
Omni Star Financial Group, Inc.
- GLD
- SPY
- FBND
- AAPL
- VXUS
- SIVR
- KMB
Filing on Nov 29, 2022
Q3 2022
Salem Capital Management Inc
- MSFT
- MRK
- PFE
- BAC
- HON
- WY
- CSCO
Filing on Feb 14, 2024
Q4 2023
Kiwi Wealth Investments Limited Partnership
- TFLO
- TIP
- IAU
- NEAR
Filing on Feb 06, 2025
Q4 2024
Live Oak Investment Partners
- VNLA
- VEA
- PGX
- SRLN
- FTLS
- XMHQ
- QAI
Filing on Feb 11, 2025
Q4 2024
Filing on Nov 08, 2024
Q3 2024
Redwood Financial Network Corp
- SPTM
- VNLA
- XLK
- QQQM
- SPMB
- TMFC
- QYLD
Filing on Jan 14, 2025
Q4 2024
Magnolia Capital Management LTD
- QQQ
- SPY
- IJH
- DIA
- AAPL
- IJR
- GOOG
Filing on Jan 14, 2025
Q4 2024
Profit Investment Management, LLC
- GIII
- PLXS
- SCSC
- BOX
- OPY
- PDCO
- VKTX
Filing on Nov 12, 2024
Q3 2024
Filing on Feb 07, 2025
Q4 2024