Largest Portfolios by Value
Filing on Apr 25, 2025
Q1 2025
Innovative Wealth Building LLC
- VOO
- DFUS
- IVV
- DGRO
- VO
- QQQ
- AGG
Filing on Apr 22, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
State Farm Mutual Automobile Insurance CO
- LLY
- CAT
- AAPL
- JNJ
- ITW
- MSFT
- XOM
Filing on Apr 24, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
First Trust Advisors LP
- CSCO
- MSFT
- META
- AVGO
- AAPL
- AMZN
- GOOGL
Filing on Apr 25, 2025
Q1 2025
Elevate Capital Advisors, LLC
- TRV
- PHYS
- MSFT
- AMZN
- AAPL
- GOOGL
- WRB
Filing on Apr 17, 2025
Q1 2025
Copia Wealth Management
- TBIL
- SPLG
- GLD
- COWZ
- SPYV
- STIP
- XLG
Filing on May 14, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Woodside Wealth Management LLC
- VOO
- SPSB
- VUG
- DFAC
- PRF
- USMV
- VTI
Filing on Feb 19, 2025
Q4 2024
Warm Springs Advisors Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- AVGO
- IVV
Filing on Apr 29, 2025
Q1 2025
Summit Financial Consulting LLC
- LQD
- HYG
- IYZ
- IYF
- IVW
- IYE
- SCHX
Filing on Aug 13, 2024
Q2 2024
Fmfe Wealth Management, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAS
- MSFT
- DFAC
Filing on Apr 10, 2025
Q1 2025
Silverberg Bernstein Capital Management LLC
- HLIT
- PTC
- MTSI
- SPGI
- DMRC
- PDFS
- TXN
Filing on May 14, 2025
Q1 2025
M Wealth Management, LLC
- DFAU
- PULS
- TOTL
- VXUS
- USFR
- SCHP
- DFAC
Filing on May 12, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Meadow Brook Investment Advisors LLC
- AAPL
- VEU
- FDN
- JPM
- MSFT
- SCHX
- NVDA
Filing on May 15, 2025
Q1 2025