Largest Portfolios by Value
Filing on Jan 31, 2025
Q4 2024
Clear Point Advisors Inc.
- SCHG
- CAPE
- QQQ
- SCHB
- SPY
- PJUN
- MDY
Filing on Feb 13, 2025
Q4 2024
Filing on Jul 22, 2024
Q2 2024
Coordinated Financial Services, Inc./Co
- IVV
- SPY
- VTI
- QQQ
- SCHD
- VB
- EFA
Filing on Feb 13, 2025
Q4 2024
Generation Capital Management LLC
- TBIL
- TFLO
- JAAA
- AAPL
- GOOG
- VOO
- AMZN
Filing on Jan 22, 2025
Q4 2024
Two West Capital Advisors LLC
- DFAU
- BNDW
- DFAC
- DFAI
- SCHP
- DFAE
- IVV
Filing on Feb 04, 2025
Q4 2024
Magnolia Private Wealth, LLC
- SGOV
- JAAA
- TUA
- FNDX
- AVUS
- NVDA
- BILS
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Constant Guidance Financial LLC
- BRK-B
- VTV
- SPY
- CB
- NFLX
- CVX
- C
Filing on Feb 04, 2025
Q4 2024
Cannon Wealth Management Services, LLC
- SPLG
- JCPB
- CGUS
- SPYV
- PVAL
- SPSB
- SPTS
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Apex Wealth Management, LLC
- SCHG
- FBND
- IVV
- VUG
- TSLA
- NEAR
- AMZN
Filing on Jan 22, 2025
Q4 2024
Jim Saulnier & Associates, LLC
- BIL
- AOR
- VEA
- AOA
- SGOV
- GVI
- ILCG
Filing on Feb 05, 2025
Q4 2024
Purkiss Capital Advisors LLC
- BRK-B
- IAU
- AAPL
- MSFT
- GOOGL
- VOO
- GOOG
Filing on Jan 22, 2025
Q4 2024
Shum Financial Group, Inc.
- AAPL
- QUAL
- IGLB
- MSFT
- SPSM
- EFV
- SDY
Filing on Feb 03, 2025
Q4 2024
Kennon Green & Company, LLC
- META
- BRK-B
- GOOGL
- MO
- PM
- BTI
- SSNC
Filing on Jan 29, 2025
Q4 2024