Largest Portfolios by Value
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 Apr 01, 2025
Q1 2025
Cullen Investment Group, Ltd.
- BRK-B
- AAPL
- MSFT
- WMT
- JPM
- ETN
- GOOG
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
Filing on Jan 15, 2025
Q4 2024
Foresight Group LTD Liability Partnership
- PEAK
- AMT
- DLR
- EQIX
- DEA
- CCI
- CWEN
Filing on Feb 14, 2025
Q4 2024
Susquehanna International Group, LLP
- SPY
- NVDA
- SPY
- TSLA
- TSLA
- NVDA
- QQQ
Filing on Feb 13, 2025
Q4 2024
Rollins Financial Advisors, LLC
- AAPL
- QQQ
- MSFT
- AMZN
- SCHG
- TSLA
- GOOGL
Filing on Jan 14, 2025
Q4 2024
Goldstone Financial Group, LLC
- VOO
- BUFR
- QQQ
- JQUA
- VTV
- IVV
- VTI
Filing on Apr 10, 2025
Q4 2024
Cooper Investors Pty LTD
- NWSA
- V
- GOOGL
- FYBR
- CME
- BKNG
- WTW
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Consolidated Portfolio Review Corp
- AAPL
- BIV
- IWF
- MSFT
- VUG
- VTV
- MSTR
Filing on Jan 13, 2025
Q4 2024
Cardinal Point Capital Management, Ulc
- VTI
- USFR
- VGIT
- LRGF
- VEU
- MUB
- DFAX
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Greenland Capital Management LP
- SPY
- ADP
- KLAC
- HES
- DTE
- DUK
- LNT