Largest Portfolios by Value
Filing on Nov 04, 2024
Q3 2024
Laffer Tengler Investments
- AAPL
- AVGO
- MSFT
- AXP
- USB
- WMT
- GS
Filing on Oct 07, 2024
Q3 2024
Filing on Nov 05, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024
Goehring & Rozencwajg Associates, LLC
- RRC
- CCJ
- AGI
- AR
- EQT
- CEIX
- SDRL
Filing on Nov 06, 2024
Q3 2024
Lji Wealth Management, LLC
- ITOT
- SLQD
- ONEQ
- IWM
- FLOT
- AAPL
- QQQ
Filing on Oct 09, 2024
Q3 2024
Martel Wealth Advisors Inc
- BND
- VUG
- VYM
- BSV
- IEFA
- VIG
- SCHG
Filing on Oct 21, 2024
Q3 2024
Community Financial Services Group, LLC
- MSFT
- IEF
- AAPL
- XOM
- NVDA
- GOOG
- AMZN
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Scopia Capital Management LP
- RRX
- HLIT
- CTVA
- AER
- MRCY
- KBR
- ENS
Filing on Nov 13, 2024
Q3 2024
Filing on Jan 23, 2024
Q2 2023
Sabadell Asset Management, S.A S.G.I.I.C
- MSFT
- META
- AAPL
- AMZN
- GOOG
- GOOGL
- NFLX
Filing on Oct 10, 2024
Q3 2024
Mc Glone Suttner Wealth Management, Inc.
- DFAC
- IUSV
- SCHX
- AVUS
- FBND
- DFIV
- CGCP
Filing on Apr 11, 2024
Q1 2024
Executive Wealth Group LLC
- BA
- VTI
- VHT
- VYM
- VFH
- MSFT
- VEA
Filing on Feb 08, 2024
Q4 2023
Filing on Oct 08, 2024
Q3 2024
Cornerstone Management, Inc.
- VUG
- VTV
- JPST
- AGG
- FLRN
- EFA
- VTI
Filing on Oct 16, 2024
Q3 2024
Trifecta Capital Advisors, LLC
- QQQ
- AAPL
- MSFT
- NVDA
- IJR
- GOOG
- AMZN
Filing on Feb 27, 2023
Q4 2022
Gallagher Benefit Services, Inc.
- AGG
- VBR
- IUSV
- VIOV
- SHYG
- IEFA
- DGRO
Filing on Nov 01, 2024
Q3 2024