Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Filing on Nov 07, 2024
Q3 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Caledonia Investments PLC
- ORCL
- MSFT
- WSO
- TXN
- PM
- TMO
- FAST
Filing on Jan 28, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Alera Investment Advisors, LLC
- SPLG
- IVW
- IWF
- SPYV
- DYNF
- SCHZ
- IVE
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 14, 2023
Q4 2022
Perpetual Investment Management LTD
- LNW
- MRK
- APD
- ORCL
- FERG
- CMCSA
- IPG
Filing on Jan 21, 2025
Q4 2024
Rodgers & Associates, LTD
- VTV
- VBR
- VOE
- IWP
- IWF
- SPSB
- SPYG
Filing on Jan 27, 2025
Q4 2024
Berkshire Money Management, Inc.
- SPY
- QQQ
- DIA
- RSP
- VIG
- IWF
- BSV
Filing on Jan 22, 2025
Q4 2024
Summit Financial Strategies, Inc.
- DFIC
- SCHB
- FBND
- IVV
- SCHM
- AVEM
- PKG
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Landscape Capital Management, L.L.C.
- SHY
- RA
- EAT
- V
- ANF
- MNST
- CALM
Filing on Nov 14, 2024
Q3 2024
Vancity Investment Management LTD
- MSFT
- AAPL
- NOW
- CPRT
- V
- SPGI
- DHR
Filing on Feb 04, 2025
Q4 2024
Journey Advisory Group, LLC
- IJH
- AAPL
- MSFT
- PG
- IJR
- BND
- QUAL
Filing on Jan 22, 2025
Q4 2024
Griffin Asset Management, Inc.
- OLED
- AAPL
- MSFT
- TJX
- WFC
- V
- HD
Filing on Nov 13, 2023
Q3 2023
Front Barnett Associates LLC
- AAPL
- GOOGL
- TMO
- LOW
- GOOG
- AMZN
- JPM