Largest Portfolios by Value
Filing on Jan 23, 2025
Q4 2024
Sonora Investment Management Group, LLC
- AAPL
- MSFT
- GOOG
- COST
- ORCL
- AJG
- AVGO
Filing on Feb 14, 2025
Q4 2024
Icon Wealth Advisors, LLC
- IVV
- ACN
- IUSB
- IVW
- DYNF
- MSFT
- QUAL
Filing on Jan 16, 2025
Q4 2024
True Link Financial Advisors, LLC
- BIV
- IVV
- BSV
- ITOT
- SPIB
- SHV
- IEFA
Filing on Nov 10, 2022
Q3 2022
Ashfield Capital Partners, LLC
- AAPL
- MSFT
- GOOG
- UNH
- DHR
- COST
- TMO
Filing on Feb 06, 2025
Q4 2024
Proficio Capital Partners LLC
- IAU
- VOO
- GLD
- BILS
- IWV
- SPY
- IWM
Filing on Oct 16, 2023
Q3 2023
Rothschild Investment Corp
- AAPL
- JPM
- NVDA
- GOOGL
- CVX
- BX
- BRK-B
Filing on Feb 25, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Sp Asset Management LLC
- META
- BRK-B
- UNH
- AAPL
- VUG
- IGV
- ABBV
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Bruce Berkowitz
Fairholme Capital Management LLC
- JOE
- EPD
- OZK
- BRK-B
- ET
- WRB
- BRK-A
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Guardian Wealth Advisors, LLC
- ACIO
- DRSK
- SCHX
- OSCV
- BUFR
- VOO
- CGDV
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024
Ensemble Capital
Ensemble Capital Management, LLC
- HD
- MA
- BKNG
- NFLX
- BR
- NVR
- GOOGL
Filing on Jan 30, 2025
Q4 2024
Dt Investment Partners, LLC
- SPY
- IVV
- VEA
- IJH
- GVI
- VEU
- IWB
Filing on Jan 16, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
One Ascent Financial Services LLC
- OACP
- SPLG
- VOO
- OAIM
- OALC
- VGIT
- SPDW