Largest Portfolios by Value
Filing on Jan 29, 2025
Q4 2024
Meadow Brook Investment Advisors LLC
- AAPL
- FDN
- VEU
- MSFT
- JPM
- NVDA
- SCHX
Filing on Feb 06, 2025
Q4 2024
Wolfstich Capital, LLC
- DFAC
- DFAX
- DFSD
- DFSU
- IBDS
- IBDR
- IBTF
Filing on Feb 07, 2025
Q4 2024
Tassel Capital Management, Inc.
- DFIC
- DUHP
- DFAX
- DFUS
- DFAU
- DFCF
- DFAS
Filing on Feb 05, 2025
Q4 2024
Hickory Point Bank & Trust
- ITOT
- SPY
- IEFA
- AGG
- VGIT
- AAPL
- MSFT
Filing on Feb 05, 2025
Q4 2024
Adg Wealth Management Group, LLC
- IVW
- RSP
- IVE
- JEPI
- JEPQ
- IJH
- DGRO
Filing on Feb 14, 2025
Q4 2024
Summit Investment Advisors, Inc.
- BSJP
- IWF
- BSCR
- BSJQ
- IBHF
- BSCP
- IWB
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Brueske Advisory Services, LLC
- GOVT
- JHEM
- FYC
- QQQM
- MSFT
- AMZN
- COST
Filing on Apr 09, 2024
Q4 2023
Nalls Sherbakoff Group, LLC
- SCHB
- SCHF
- IGSB
- VNQ
- SCHZ
- AAPL
- CSTR
Filing on Feb 07, 2025
Q4 2024
Riverbend Wealth Management, LLC
- IVV
- DGRW
- AAPL
- QQQ
- MSFT
- DGRO
- BRK-B
Filing on Feb 21, 2025
Q4 2024
Putney Financial Group LLC
- AAPL
- AMZN
- GOOGL
- MSFT
- CPRT
- MA
- COST
Filing on Feb 12, 2025
Q4 2024
Villanova Investment Management CO LLC
- AXS
- AL
- OZK
- CARS
- EEFT
- NCR
- IMXI
Filing on Jan 13, 2025
Q4 2024
Arbor Wealth Advisors LLC
- VTV
- VXUS
- VB
- VBR
- VTI
- DFAC
- BWA
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Signature Resources Capital Management, LLC
- AVUS
- DFAC
- DFSD
- DFIC
- AVDE
- DFAU
- DFAI
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Edge Financial Advisors LLC
- SPY
- AAPL
- DFAC
- VUG
- DFAI
- DUHP
- IQLT
Filing on Feb 03, 2025
Q4 2024
St. Nicholas Private Asset Management, Inc
- AAPL
- MA
- RLI
- ABBV
- HD
- ODFL
- AMZN