Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Al Mehwar Commercial Investments LLC
- VIST
- FRSH
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Goldstein Advisors, LLC
- ITOT
- GSLC
- JGRO
- QUAL
- SPDW
- DBMF
- COWZ
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Quadcap Wealth Management, LLC
- JQUA
- DFUS
- AAPL
- TOTL
- FNDX
- AMZN
- MSFT
Filing on Jan 13, 2025
Q4 2024
Cullen Investment Group, Ltd.
- AAPL
- BRK-B
- MSFT
- WMT
- JPM
- ETN
- AVGO
Filing on Jan 21, 2025
Q4 2024
Jamison Private Wealth Management, Inc.
- AAPL
- MSFT
- NVDA
- UPS
- VMC
- LLY
- BX
Filing on Nov 13, 2024
Q3 2024
Mosaic Family Wealth Partners, LLC
- VUG
- DBEF
- VBK
- VTV
- DFEM
- DFSV
- DFAT
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 Feb 07, 2025
Q4 2024
Spx Equities Gestao De Recursos Ltda
- MDY
- IJR
- CPA
- VINP
- VALE
- RSP
- BP
Filing on Feb 14, 2025
Q4 2024
Consolidated Press International Holdings LTD
- TSM
- NVDA
- MNDY
- AMZN
- SQ
- PCOR
- SPOT
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 15, 2025
Q4 2024
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- AMZN
- XLF
- USIG
Filing on Feb 13, 2025
Q4 2024
Estabrook Capital Management
- MSFT
- AAPL
- JPM
- COST
- HON
- IBM
- UNP
Filing on Feb 14, 2025
Q4 2024
Fieldview Capital Management, LLC
- MSFT
- COST
- TTC
- NFLX
- MDT
- FITB
- USB