Largest Portfolios by Value
Filing on Feb 03, 2025
Q4 2024
Lutz Financial Services LLC
- VOO
- SPYV
- IJH
- BND
- VTEB
- MDYV
- VCSH
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Clear Harbor Asset Management, LLC
- ROP
- AAPL
- PH
- SPY
- FLEX
- MSFT
- JPM
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Wellington Shields Capital Management, LLC
- MSFT
- AMZN
- IBM
- NVDA
- AMGN
- AXP
- AAPL
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Sandhill Capital Partners LLC
- BIL
- PANW
- NOW
- ISRG
- CDNS
- TYL
- USB
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Sofinnova Investments, Inc.
- NTRA
- VERA
- GILD
- ABBV
- JAZZ
- SRPT
- AZN
Filing on Feb 07, 2025
Q4 2024
Sound View Wealth Advisors Group, LLC
- AAPL
- IBDQ
- MSFT
- IBDR
- NVDA
- IBDS
- BUFR
Filing on Feb 07, 2025
Q4 2024
Scheer, Rowlett & Associates Investment Management Ltd.
- RY
- TD
- TRP
- BNS
- CNI
- SU
- CM
Filing on Feb 14, 2025
Q4 2024
Clearlake Capital Group, L.P.
- BLKB
- BL
- FWRD
- GRAB
- HLLY
- GRABW
Filing on Feb 05, 2025
Q4 2024
Corda Investment Management, Llc.
- BK
- CME
- AAPL
- UL
- SCHW
- WELL
- USB
Filing on Feb 10, 2025
Q4 2024
Phillips Financial Management, LLC
- IVV
- DFCF
- DFSD
- DFIC
- IJH
- IXUS
- VOO
Filing on Feb 14, 2025
Q4 2024
Berger Financial Group, Inc
- SCHD
- SCHX
- SCHG
- LMBS
- AAPL
- FBT
- MSFT
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Advocacy Wealth Management Services, LLC
- SPLG
- SPDW
- LDUR
- IVW
- DYNF
- QUAL
- SPTL