Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Kiely Wealth Advisory Group, Inc.
- USFR
- RSP
- VO
- TFLO
- SHYG
- VOO
- BSV
Filing on Jul 27, 2023
Q2 2023
Carlsbad Wealth Advisory Group, Inc.
- SCHX
- SCHG
- SCHV
- VEA
- SCHP
- BIV
- BSV
Filing on Oct 09, 2025
Q3 2025
Shotwell Rutter Baer Inc
- VTI
- AVLV
- VCIT
- VEA
- AVUV
- AVEM
- MUNI
Filing on Nov 05, 2025
Q3 2025
Greater Midwest Financial Group, LLC
- MSFT
- GOOGL
- AMZN
- META
- NFLX
- NVDA
- JEPI
Filing on Oct 27, 2025
Q3 2025
Cooper Capital Advisors LLC
- QQQM
- BUFR
- VTV
- JPM
- SPLG
- RDVI
- QTUM
Filing on Nov 10, 2025
Q3 2025
English Capital Management LLC
- ARW
- AER
- BKNG
- SYF
- GL
- HCA
- CI
Filing on Feb 14, 2025
Q4 2024
Oxford Wealth Group, LLC
- XMMO
- COWZ
- QQQ
- MTUM
- AAPL
- RWJ
- META
Filing on Nov 12, 2025
Q3 2025
Patrick M Sweeney & Associates, Inc
- ABT
- AAPL
- JPM
- BAC
- ABBV
- MSFT
- MRK
Filing on Oct 23, 2025
Q3 2025
Filing on May 15, 2025
Q1 2025
Filing on Nov 10, 2025
Q3 2025
Babb Wealth Advisors LLC
- DFAX
- DFAC
- DFAT
- DFUS
- DFCF
- DFSD
- GBCI
Filing on Nov 07, 2025
Q3 2025
Alpha Financial Partners, LLC
- IVV
- AGG
- IJH
- MUB
- IXUS
- SPLG
- IJR
Filing on Oct 21, 2025
Q3 2025
Bay Capital Advisors, LLC
- SPLG
- QQQ
- ICSH
- IWF
- VYM
- SPDW
- BKLN
Filing on Oct 15, 2025
Q3 2025
Kingstone Capital Partners Texas, LLC
- SGOV
- NVDA
- META
- MSFT
- EVT
- AMZN
- AAPL
Filing on Oct 21, 2025
Q3 2025
Vannoy Advisory Group, Inc.
- DFAC
- DFIC
- BND
- DFEM
- VTI
- AVUS
- DFAR
Filing on Nov 17, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Rochester Wealth Strategies, LLC
- VTV
- VUG
- VWO
- VEA
- SPAB
- IJR
- IJH
Filing on Nov 06, 2025
Q3 2025
Valpey Financial Services, LLC
- VUG
- VTV
- SCHG
- BNDX
- SCHV
- VXUS
- VEU