Largest Portfolios by Value
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Fortress Financial Group, LLC
- IUSG
- IUSV
- RSP
- GSLC
- IJS
- IJT
- FBND
Filing on Feb 13, 2025
Q4 2024
Quest 10 Wealth Builders, Inc.
- VOO
- IVV
- VUG
- VTV
- IYW
- IWY
- IJR
Filing on Jan 29, 2025
Q4 2024
International Private Wealth Advisors LLC
- SPY
- AAPL
- AMZN
- NVDA
- XLSR
- SPDW
- COST
Filing on Feb 06, 2025
Q4 2024
Idg China Capital Fund Iii Associates L.P.
- WDH
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
- MSFT
- AAPL
- NVDA
- AMZN
- GOOGL
- META
- V
Filing on Jan 31, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Phillips Wealth Planners LLC
- VOO
- SPY
- MSFT
- AVGO
- JPM
- WMB
- XLK
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Up Strategic Wealth Investment Advisors LLC
- VEA
- SCHX
- IWB
- AAPL
- NVDA
- ITOT
- MSFT
Filing on Feb 13, 2025
Q4 2024
Sellaronda Global Management LP
- SRAD
- CCCS
- GRND
- LULU
- OKTA
- PCOR
- GRAB
Filing on Feb 10, 2025
Q4 2024
Hmv Wealth Advisors, LLC
- DFAC
- DFAT
- AVUV
- DFIV
- AAPL
- NVDA
- VGIT
Filing on Feb 14, 2025
Q4 2024
4 Wealth Advisors, Inc.
- MPRO
- JEPI
- AAPL
- GOVT
- VGSH
- JEPQ
- NVDA
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Golden Bell Financial Planning LLC
- BND
- BNDX
- SCHP
- AVES
- AGG
- AVIV
- AVUV
Filing on Feb 10, 2025
Q4 2024
Santa Clara Valley Transportation Authority
- IEMG
- USHY
- SHY
- USIG
Filing on Jan 23, 2025
Q4 2024