Largest Portfolios by Value
Filing on Jan 17, 2025
Q4 2024
Hengehold Capital Management LLC
- SCHB
- PG
- MGK
- SCHZ
- SPY
- QUAL
- CWI
Filing on Feb 18, 2025
Q4 2024
Cape Cod Five Cents Savings Bank
- IVV
- IJH
- VCIT
- IEFA
- SPTS
- AAPL
- IJR
Filing on Feb 14, 2025
Q4 2024
Connors Investor Services Inc
- PLTR
- AAPL
- SPY
- MSFT
- NVDA
- AMZN
- MS
Filing on Jan 30, 2025
Q4 2024
Pinnacle Wealth Management Advisory Group, LLC
- AAPL
- QUAL
- VYM
- MSFT
- VB
- VTI
- SPY
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
J. L. Bainbridge & Co., Inc.
- MSFT
- AAPL
- GOOGL
- ETN
- AMZN
- GS
- DAL
Filing on Jan 14, 2025
Q4 2024
Smith Anglin Financial, LLC
- VUG
- DGRO
- AVUS
- XMHQ
- SYLD
- EYLD
- TLH
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Royal Fund Management, LLC
- QQQ
- VGT
- VOO
- QQQ
- SPY
- IWM
- XLF
Filing on Nov 14, 2022
Q3 2022
Beaumont Financial Partners, LLC
- SGOV
- AAPL
- DBMF
- MSFT
- VOO
- IVV
- GOOGL
Filing on Feb 13, 2025
Q4 2024
Grandeur Peak Global Advisors, LLC
- LULU
- GLOB
- FROG
- CYBR
- ESTC
- MPWR
- LFUS
Filing on Jan 29, 2025
Q4 2024
Naples Global Advisors, LLC
- AAPL
- AVGO
- MSFT
- IVV
- VOO
- TSM
- VV
Filing on Feb 14, 2025
Q4 2024
Cardiff Park Advisors, LLC
- DFAC
- VTI
- META
- SPY
- DFAX
- DFUV
- AAPL
Filing on Feb 10, 2025
Q4 2024
Cozad Asset Management Inc
- AAPL
- VTI
- AVGO
- NVDA
- MSFT
- AMZN
- GOOGL
Filing on Jan 31, 2025
Q4 2024
Kentucky Retirement Systems Insurance Trust Fund
- MSFT
- META
- JPM
- BRK-B
- LLY
- ORCL
- HD
Filing on Feb 13, 2025
Q4 2024
Mirabella Financial Services LLP
- ADSE
- MSFT
- PLUS
- NVDA
- AMZN
- GOOGL
- AAPL
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
N.E.W. Advisory Services LLC
- VTI
- SPYV
- SPLG
- SPAB
- IAGG
- JPST
- VIOV