Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Stonebridge Capital Advisors LLC
- AAPL
- VCSH
- MSFT
- GOOGL
- AMZN
- IVV
- JPM
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Verdence Capital Advisors LLC
- AAPL
- MSFT
- SPY
- VONV
- VOO
- AVGO
- JPM
Filing on Jan 28, 2025
Q4 2024
Angeles Wealth Management, LLC
- MGK
- VT
- SPYV
- VOO
- VXUS
- SCHG
- MUB
Filing on Feb 13, 2025
Q4 2024
Cahaba Wealth Management, Inc.
- IVV
- AGG
- IJH
- IXUS
- IJR
- ISTB
- SPLG
Filing on Jan 22, 2025
Q4 2024
Mount Yale Investment Advisors, LLC
- AAPL
- SPYV
- SPYG
- IVV
- QUS
- COWZ
- GOOGL
Filing on Feb 18, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Stephens Group Asset Management, LLC
- VOE
- VUG
- VTV
- VOT
- IWS
- SPTI
- VBR
Filing on Feb 05, 2025
Q4 2024
Plante Moran Financial Advisors, LLC
- VOO
- VXF
- VEA
- VV
- MUB
- AAPL
- SPY
Filing on Feb 06, 2025
Q4 2024
J.Safra Asset Management Corp
- QQQ
- XLK
- IWF
- IJR
- XLF
- XLC
- XLE
Filing on Feb 11, 2025
Q4 2024
Mill Capital Management, LLC
- AAPL
- MSFT
- BRK-A
- GOOG
- V
- JPM
- AMZN
Filing on Nov 14, 2022
Q3 2022
Maryland Capital Management
- AAPL
- MSFT
- AMZN
- UNH
- MA
- IQV
- GOOGL
Filing on Jan 22, 2025
Q4 2024
Yhb Investment Advisors, Inc.
- AAPL
- MSFT
- AMZN
- COST
- BRK-B
- GOOGL
- NVDA
Filing on Feb 13, 2025
Q4 2024
Gladstone Capital Management LLP
- AAPL
- ACGL
- PM
- MSFT
- AMZN
- SQ
- META
Filing on Oct 26, 2023
Q3 2023
Filing on Feb 01, 2024
Q4 2023
Filing on Feb 10, 2025
Q4 2024
Creative Financial Designs Inc
- VONG
- SPYV
- IOO
- FBND
- AAPL
- VTV
- VCSH
Filing on Feb 12, 2025
Q4 2024
Triodos Investment Management Bv
- NVDA
- WMS
- MA
- ISRG
- KLAC
- TSM
- DE