Largest Portfolios by Value
Filing on Nov 13, 2024
Q3 2024
Argent Financial Group, Inc.
- AAPL
- MSFT
- VEA
- ABBV
- GOOG
- SPY
- QCOM
Filing on May 14, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Greenland Capital Management LP
- SPY
- SPY
- DFS
- HES
- SPY
- ADP
- SO
Filing on May 15, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Spectrum Wealth Counsel, LLC
- SPY
- IVV
- XLK
- AAPL
- RDVI
- QUAL
- IUSB
Filing on Apr 30, 2025
Q1 2025
49 Wealth Management, LLC
- DIVZ
- SPLG
- IEFA
- VTV
- QUAL
- JAAA
- IEMG
Filing on Jul 16, 2025
Q2 2025
Form Wealth Advisors, LLC
- IVV
- DYNF
- IEFA
- AGG
- QQQ
- IJH
- DGRO
Filing on Apr 28, 2025
Q1 2025
Harbour Trust & Investment Management CO
- NVDA
- AAPL
- GOOG
- COST
- BRK-B
- JPM
- MA
Filing on Apr 30, 2025
Q1 2025
Financial Synergies Wealth Advisors, Inc.
- IVV
- VUG
- VO
- VTV
- EFV
- VEA
- EFG
Filing on May 14, 2025
Q1 2025
Strategies Wealth Advisors, LLC
- SPDW
- VTV
- VUG
- DGRO
- QUAL
- IEFA
- VBK
Filing on May 13, 2025
Q1 2025
Rw Investment Management LLC
- VTI
- DFIC
- BSV
- VCSH
- DFAT
- DFUV
- DFEM
Filing on May 14, 2025
Q1 2025
Price T Rowe Associates Inc
- MSFT
- AAPL
- NVDA
- AMZN
- META
- LLY
- V
Filing on Jul 15, 2025
Q2 2025
Absolute Investment Advisers LLC
- BIGZ
- JQC
- CLM
- CRF
- ZTR
- AVK
- EHI
Filing on Jul 15, 2025
Q2 2025
Filing on May 12, 2025
Q1 2025
Atlas Capital Advisors LLC
- PG
- VGK
- PLMR
- AAPL
- XLK
- XLF
- SPEM
Filing on May 12, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025