Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
A&I Financial Services, LLC
- IWM
- ITOT
- DBMF
- VEA
- NVDA
- VOTE
- CGDV
Filing on Oct 15, 2024
Q3 2024
Instrumental Wealth, LLC
- IVW
- IJH
- COWZ
- IVE
- IVV
- ICOW
- CALF
Filing on Jan 16, 2025
Q4 2024
Wall Street Financial Group, Inc.
- VGT
- QQQM
- IVV
- VFH
- VHT
- VCR
- SOXX
Filing on Jan 17, 2025
Q4 2024
Capstone Wealth Management, LLC
- DFAC
- DFAT
- DFIV
- DFUS
- DFUV
- DFAX
- AVUV
Filing on Feb 03, 2025
Q4 2024
Benningfield Financial Advisors, LLC
- DFUV
- VTIP
- PLTR
- IEF
- VTI
- DFIV
- VGIT
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Aspire Growth Partners LLC
- VOO
- AAPL
- VOOV
- MSFT
- QQQM
- VTI
- JPM
Filing on Feb 14, 2025
Q4 2024
Caitong International Asset Management Co., LTD
- TSLA
- AVGO
- AMD
- MU
- GOOG
- GOOGL
- CVNA
Filing on Jan 24, 2025
Q4 2024
Oregon Pacific Wealth Management, LLC
- MSFT
- DSTL
- COWZ
- IVV
- ROMO
- FTLS
- SRLN
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Figure 8 Investment Strategies LLC
- AAPL
- MSFT
- GOOGL
- TT
- TSM
- COST
- TJX
Filing on Feb 12, 2025
Q4 2024
Riggs Capital Management LLC
- JQUA
- ITOT
- SHY
- HDV
- IAU
- DSTL
- JPST
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Wingate Wealth Advisors, Inc.
- RSP
- DGRW
- FNDX
- FNDF
- SPY
- BRK-B
- IQLT
Filing on Feb 12, 2025
Q4 2024
Elwood Capital Partners LP
- PM
- TLT
- MSFT
- AMZN
- TSM
- PM
- TPX