Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
First Trust Advisors LP
- CSCO
- AVGO
- MSFT
- AMZN
- META
- IBM
- AAPL
Filing on Feb 20, 2025
Q4 2024
Revisor Wealth Management LLC
- AAPL
- SCHZ
- VIGI
- VCIT
- DVYE
- VCLT
- SPEM
Filing on Feb 13, 2025
Q4 2024
Carbahal Olsen Financial Services Group, LLC
- IVV
- QQQ
- IVW
- IEFA
- AGG
- FDVV
- IVE
Filing on Feb 14, 2025
Q4 2024
Dilation Capital Management LP
- BA
- NVDA
- TDG
- MNDY
- KKR
- DDOG
- HWM
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Stephen J. Garry & Associates, LLC
- VUG
- BND
- VOO
- IAU
- BIV
- SPY
- VTV
Filing on Feb 14, 2025
Q4 2024
Bolthouse Investments, LLC
- TCBK
- PRIM
- SPY
- EFA
- AAPL
- MSFT
- AVGO
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Rik Saylor Financial, Inc.
- QQQ
- IVW
- FSK
- IVE
- USMV
- MTUM
- ACWI
Filing on Feb 10, 2025
Q4 2024
Img Wealth Management, Inc.
- BUFR
- CGDV
- BUFQ
- BUFD
- QQQ
- FTCS
- VOO
Filing on Feb 13, 2025
Q4 2024
Ranmore Fund Management LTD
- PBRA
- MAT
- SKX
- KR
- TAP
- SBH
- CIB
Filing on Feb 03, 2025
Q4 2024
Alexander Randolph Advisory, Inc.
- NEAR
- ISTB
- RMT
- EDD
- GOOGL
- RLJ
- WBD
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 19, 2025
Q4 2024
Warm Springs Advisors Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- AVGO
- IVV
Filing on Feb 20, 2025
Q4 2024
Sunbeam Capital Management, LLC
- IVV
- VOO
- PG
- DSTL
- AAPL
- NVDA
- MSFT
Filing on Aug 13, 2024
Q2 2024
Fmfe Wealth Management, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAS
- MSFT
- DFAC