Largest Portfolios by Value
Filing on Feb 05, 2025
Q4 2024
Pcg Asset Management, LLC
- SPY
- BSV
- AAPL
- SHY
- BIV
- XLY
- QQQ
Filing on Feb 11, 2025
Q4 2024
American Alpha Advisors, LLC
- COWZ
- GSAT
- RSP
- EFA
- VRIG
- PHYL
- SPY
Filing on Jan 29, 2025
Q4 2024
Panoramic Capital Partners, LLC
- IVV
- OEF
- SGOV
- IJR
- IJH
- MSFT
- AAPL
Filing on Jan 23, 2025
Q4 2024
Saxony Capital Management, LLC
- SGOV
- BND
- NVDA
- ACWI
- VOO
- AAPL
- SPYG
Filing on Jan 14, 2025
Q4 2024
Silverberg Bernstein Capital Management LLC
- DMRC
- HLIT
- MTSI
- PTC
- PDFS
- KRNT
- DDD
Filing on Jan 31, 2025
Q4 2024
Cogent Blue Wealth Advisors, LLC
- AVDV
- ITOT
- DUHP
- VGIT
- IDEV
- DFAT
- DIHP
Filing on Feb 11, 2025
Q4 2024
Hershey Financial Advisers, LLC
- BIL
- BILS
- MINT
- AGZD
- TFLO
- USFR
- CWB
Filing on Jan 28, 2025
Q4 2024
Elevate Capital Advisors, LLC
- AAPL
- GOOGL
- AMZN
- TRV
- PHYS
- VOO
- MSFT
Filing on Feb 13, 2025
Q4 2024
Everest Management Corp.
- DFUS
- GOOGL
- INTU
- VOO
- GOOG
- DFAC
- IXUS
Filing on Feb 13, 2025
Q4 2024
Broyhill Asset Management
- SHY
- PM
- BAX
- FISV
- AVTR
- NICE
- NUV
Filing on Feb 11, 2025
Q4 2024
Crowley Wealth Management, Inc.
- AAPL
- TSLA
- LOW
- QLD
- ABBV
- SSO
- MSFT
Filing on Jan 13, 2025
Q4 2024
Accelerate Investment Advisors LLC
- SPLG
- AGG
- IDEV
- FBND
- IVV
- VO
- AAPL
Filing on Feb 14, 2025
Q4 2024
Inherent Management Corp.
- COOP
- NEE
- PAX
- OEC
- BLDR
- IEMG
- SHC
Filing on Jan 16, 2025
Q4 2024
Life Plan Financial, LLC
- IAU
- SPYG
- XLP
- XLB
- SWAN
- VGIT
- CRM
Filing on Jan 13, 2025
Q4 2024
Sherrill & Hutchins Financial Advisory, Inc
- VONE
- FBND
- AVUV
- SCHK
- MCBS
- HD
- TSLA
Filing on Feb 11, 2025
Q4 2024
Twin City Private Wealth, LLC
- JPM
- META
- WFC
- CMCSA
- PM
- MSFT
- BKNG
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024