Largest Portfolios by Value
Filing on Feb 03, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Dmkc Advisory Services, LLC
- VOO
- VHT
- BAC
- PFG
- VPU
- USB
- WFC
Filing on Jan 31, 2025
Q4 2024
Joel Adams & Associates, Inc.
- VOO
- AGG
- VTEB
- EAGG
- VSGX
- IEFA
- VXUS
Filing on Dec 09, 2024
Q3 2024
Copley Financial Group, Inc.
- SPAB
- SECT
- GLDM
- COWZ
- MOAT
- ULST
- GSY
Filing on Jan 23, 2025
Q4 2024
Fortune Financial Advisors, LLC
- USMV
- MOAT
- VGSH
- GOOGL
- AAPL
- MA
- IEI
Filing on Feb 06, 2025
Q4 2024
Opulen Financial Group LLC
- SPY
- SCHD
- IQLT
- AMZN
- IVV
- VXF
- VOO
Filing on Feb 03, 2025
Q4 2024
Pmg Wealth Management, Inc.
- XLG
- VIG
- OEF
- QUAL
- BUFR
- DGRW
- MINT
Filing on Feb 14, 2025
Q4 2024
Wellington Wealth Strategies, Llc.
- JPST
- BKLN
- NVDA
- MSFT
- GOOGL
- TFLO
- ICSH
Filing on Feb 11, 2025
Q4 2024
Mrp Capital Investments, LLC
- IVV
- IJR
- GOOG
- AAPL
- MSFT
- PLTR
- META
Filing on Feb 18, 2025
Q4 2024
City National Bank Of Florida /Msd
- IVV
- SMMD
- IUSB
- IWF
- SPDW
- MSFT
- AMZN
Filing on Jan 23, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Divco West Real Estate Services, LLC
- BXP
- KRC
- BDN
- HPP
Filing on Jan 15, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
M Wealth Management, LLC
- DFAU
- PULS
- TOTL
- USFR
- VXUS
- DFAC
- SCHP
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Minot De Blois Advisors LLC
- VCSH
- VGIT
- AAPL
- VOO
- IEMG
- MSFT
- GOOG
Filing on Feb 10, 2025
Q4 2024
Sage Oak Financial, LLC
- DFAC
- DFSD
- DFIC
- DFCF
- DFEM
- SHW
- BIV