Largest Portfolios by Value
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Aaron Wealth Advisors LLC
- IEFA
- VONG
- VONV
- AMGN
- IEMG
- AAPL
- NVDA
Filing on Feb 04, 2025
Q4 2024
Johnson Financial Group, LLC
- VV
- VEA
- MINT
- VWO
- VTI
- SCHC
- VB
Filing on Oct 25, 2023
Q3 2023
Mastrapasqua Asset Management Inc
- NVDA
- MSFT
- AAPL
- AVGO
- LLY
- META
- GOOG
Filing on Jan 29, 2025
Q4 2024
Hartline Investment Corp
- NVDA
- BRK-A
- AAPL
- GOOGL
- MRVL
- MSFT
- FLOT
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Amplius Wealth Advisors, LLC
- IOO
- PVAL
- TMFC
- RECS
- QQQ
- BUFR
- GSST
Filing on Jan 31, 2023
Q4 2022
Filing on Apr 30, 2024
Q1 2024
Strategic Wealth Partners Group LLC
- IWF
- IVE
- IWD
- VTI
- SPY
- IVW
- IJR
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Strategic Wealth Investment Group, LLC
- SPTL
- AAPL
- AMZN
- SPY
- SPTI
- VCIT
- MSFT
Filing on Jul 05, 2024
Q2 2024
Institutional & Family Asset Management, LLC
- SPY
- IEFA
- VOO
- CCOR
- SPY
- VYM
- IEF
Filing on Jan 31, 2025
Q4 2024
Buckingham Capital Management, Inc.
- SPIB
- AAPL
- SPSB
- IEI
- SCHB
- VEU
- SCHM
Filing on Jan 29, 2025
Q4 2024
Diversified Portfolios, Inc.
- VTI
- BRK-A
- ICSH
- AVDE
- FLOT
- DFSD
- IUSB
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Filing on Jul 22, 2022
Q2 2022
Dixon Hubard Feinour & Brown Inc
- AAPL
- MSFT
- CME
- VGSH
- ADBE
- SCHM
- MBB
Filing on Feb 14, 2025
Q4 2024
May Tech Global Investments, LLC
- NVDA
- AMZN
- META
- GOOG
- AAPL
- NOW
- CRM