Largest Portfolios by Value
Filing on Nov 13, 2024
Q3 2024
Mosaic Family Wealth Partners, LLC
- VUG
- DBEF
- VBK
- VTV
- DFEM
- DFSV
- DFAT
Filing on Apr 22, 2024
Q1 2024
Ws Portfolio Advisory, LLC
- IWM
- MSFT
- WAL
- AMZN
- WSC
- GOOGL
- ATKR
Filing on Nov 13, 2024
Q3 2024
Estabrook Capital Management
- MSFT
- AAPL
- JPM
- COST
- IBM
- UNP
- HON
Filing on Jan 16, 2025
Q4 2024
Abacus Wealth Partners, LLC
- DFSB
- DFAT
- NUSC
- JSTC
- DFSU
- NUEM
- NUMV
Filing on Jan 28, 2025
Q4 2024
Golden State Wealth Management, LLC
- IVV
- AAPL
- AGG
- FVD
- QQQ
- AMZN
- WINN
Filing on Nov 04, 2024
Q3 2024
Arvest Investments, Inc.
- VEA
- RSP
- GIGB
- JMBS
- MBB
- IVV
- CMBS
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
North Of South Capital LLP
- BABA
- JD
- TSM
- VIPS
- ATHM
- BIDU
- ERJ
Filing on Jan 15, 2025
Q4 2024
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- AMZN
- XLF
- USIG
Filing on Nov 05, 2024
Q3 2024
Atlas Capital Advisors LLC
- XLK
- VGK
- SPEM
- VSS
- IMTM
- VGT
- VHT
Filing on Nov 13, 2024
Q3 2024
Filing on Jan 15, 2025
Q4 2024
Foresight Group LTD Liability Partnership
- PEAK
- AMT
- DLR
- EQIX
- DEA
- CCI
- CWEN
Filing on Nov 14, 2024
Q3 2024
Consolidated Press International Holdings LTD
- TSM
- NVDA
- META
- MNDY
- SQ
- DUOL
- PCOR
Filing on Nov 12, 2024
Q3 2024
Quadcap Wealth Management, LLC
- JQUA
- DFUS
- AAPL
- FNDX
- TOTL
- MSFT
- AMZN
Filing on Jan 14, 2025
Q4 2024
Goldstone Financial Group, LLC
- VOO
- BUFR
- QQQ
- JQUA
- VTV
- IVV
- VTI
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 08, 2024
Q3 2024
Filing on Jan 27, 2025
Q4 2024
Consolidated Portfolio Review Corp
- AAPL
- BIV
- IWF
- MSFT
- VUG
- VTV
- MSTR