Largest Portfolios by Value
Filing on Feb 05, 2025
Q4 2024
Sherman Asset Management, Inc.
- IVV
- VTI
- IJR
- XLK
- LLY
- AAPL
- GOOGL
Filing on Feb 20, 2025
Q4 2024
Michels Family Financial, LLC
- SPY
- SCHD
- IVV
- XOM
- VONG
- SPHY
- AGG
Filing on Jan 22, 2025
Q4 2024
Lighthouse Wealth Management Inc.
- SCHD
- QQQ
- HEFA
- COWZ
- SCHK
- IUS
- XMHQ
Filing on Jan 29, 2025
Q4 2024
Mfg Wealth Management, Inc.
- AAPL
- LQD
- NVDA
- AMZN
- C
- T
- CARR
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 20, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Guided Capital Wealth Management, LLC
- USFR
- QUAL
- RDVY
- FTSM
- DEED
- FXR
- JGRO
Filing on Feb 13, 2025
Q4 2024
Square Peg Capital Pty LTD
- MNDY
- SQ
- PCOR
- SPOT
- DUOL
- SNOW
- DDOG
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
State Farm Mutual Automobile Insurance CO
- LLY
- CAT
- AAPL
- ITW
- MSFT
- JNJ
- WMT
Filing on Jan 22, 2025
Q4 2024
Cathy Pareto & Associates, Inc
- AAPL
- COWZ
- VB
- SCHM
- SCHV
- VOE
- VGT
Filing on Feb 14, 2025
Q4 2024
Manufacturers Life Insurance Company, The
- AAPL
- AMZN
- MSFT
- NVDA
- GOOGL
- RY
- LLY
Filing on Jan 14, 2025
Q4 2024
Flywheel Private Wealth LLC
- VIG
- VBR
- IEMG
- IEFA
- VYM
- IJH
- AVUV
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Cypress Advisory Group LLC
- SHV
- MSFT
- BRK-B
- TJX
- ROST
- AAPL
- LMT
Filing on Feb 13, 2025
Q4 2024
Coign Capital Advisors LLC
- IVOO
- IVV
- GOVT
- TBIL
- PVAL
- IJR
- IJH
Filing on Feb 11, 2025
Q4 2024
Murphy & Mullick Capital Management Corp
- TSLA
- NVDA
- SCHG
- SCHM
- AVGO
- MSFT
- SCHV
Filing on Feb 14, 2025
Q4 2024
Davidson Kahn Capital Management, LLC
- RSP
- VOO
- QQQ
- SCHB
- AMZN
- GOOGL
- AAPL