Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Cherry Tree Wealth Management, LLC
- SPIB
- BND
- SPSB
- VTV
- VEA
- IVV
- VYM
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 28, 2024
Q3 2024
Pacific Sage Partners, LLC
- MSFT
- SCHR
- VGSH
- SCHF
- IWD
- SSUS
- SCHM
Filing on Nov 07, 2024
Q3 2024
Vertex Planning Partners, LLC
- JQUA
- USFR
- SPLG
- IVV
- SPY
- AAPL
- SPYG
Filing on Nov 06, 2024
Q3 2024
Kpp Advisory Services LLC
- QQQ
- XMHQ
- QQQM
- AAPL
- JHMM
- MSFT
- DGRO
Filing on Oct 30, 2024
Q3 2024
Arista Wealth Management, LLC
- DFAU
- VOOG
- DFSV
- VCIT
- DFAI
- VGSH
- VGIT
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Bulltick Wealth Management, LLC
- SHV
- IBDR
- AMZN
- AAPL
- MSFT
- NVDA
- GOOGL
Filing on Oct 30, 2024
Q3 2024
Filing on May 10, 2024
Q1 2024
Filing on Oct 15, 2024
Q3 2024
Southland Equity Partners LLC
- PMAR
- AAPL
- BOND
- FDL
- PJAN
- SCHD
- QTEC
Filing on Nov 14, 2024
Q3 2024
Double Line ETF Adviser LP
- META
- BRK-B
- PG
- COST
- GOOGL
- WMT
- JPM
Filing on Oct 15, 2024
Q3 2024
Kapitalo Investimentos Ltda
- FXI
- TECK
- SUZ
- HES
- KWEB
- AXNX
- RIO
Filing on Nov 14, 2024
Q3 2024
Napean Trading & Investment CO (Singapore) Pte LTD
- HOOD
- UNH
- META
- AMZN
- AVGO
- MSFT
- AAPL
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 08, 2024
Q3 2024
Filing on Nov 05, 2024
Q3 2024
Carrera Capital Advisors
- XHLF
- USMV
- BIL
- ZROZ
- ILF
- SLV
- FNDF