Largest Portfolios by Value
Filing on Nov 13, 2023
Q3 2023
Filing on Nov 14, 2024
Q3 2024
Financial Gravity Companies, Inc.
- IAGG
- HYLB
- SHYG
- STIP
- HYDW
- EPS
- SPIB
Filing on Nov 01, 2024
Q3 2024
Nordwand Advisors, LLC
- BRK-A
- JNJ
- NVCR
- MSFT
- JPIE
- GRAB
- OSEA
Filing on Nov 06, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Estuary Capital Management LP
- GPN
- DAWN
- AAP
- NVDA
- TSM
- DLTR
- DG
Filing on Oct 21, 2024
Q3 2024
Builder Investment Group Inc /Adv
- NVDA
- LLY
- DFAS
- MSFT
- DFAI
- FISV
- MMC
Filing on Nov 04, 2024
Q3 2024
Noble Family Wealth, LLC
- VIG
- VTV
- SCHD
- VEA
- SCHA
- SCHM
- VUG
Filing on Nov 19, 2024
Q3 2024
Second Line Capital, LLC
- ACIO
- DRSK
- IDME
- SPDW
- SPY
- OSCV
- ADME
Filing on Nov 14, 2024
Q3 2024
Artia Global Partners LP
- NVO
- LLY
- VKTX
- ITCI
- AZN
- LLY
- ALNY
Filing on Nov 14, 2024
Q3 2024
Garden State Investment Advisory Services LLC
- PLTR
- QQQ
- AAPL
- NVDA
- AMZN
- JCPB
- SCHD
Filing on Oct 24, 2024
Q3 2024
Gateway Wealth Partners, LLC
- SPY
- IVV
- AVUS
- FTCS
- AVDE
- AAPL
- FVD
Filing on Oct 24, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Clear Alpha Technologies LP
- SPY
- EDR
- SWN
- DFS
- HCP
- MRO
- ANSS
Filing on Oct 22, 2024
Q3 2024
Grey Fox Wealth Advisors, LLC
- VTV
- VUG
- AGG
- VEA
- VBR
- VO
- VCSH
Filing on Nov 08, 2024
Q3 2024
Portfolio Design Labs, LLC
- TFLO
- AAPL
- NVDA
- MSFT
- MEAR
- GOOG
- AMZN
Filing on Oct 18, 2024
Q3 2024
Integris Wealth Management, LLC
- BSV
- IVV
- VTI
- VEA
- DFEM
- DFSV
- DISV
Filing on Oct 18, 2024
Q3 2024
Ping Capital Management, Inc.
- YPF
- GGAL
- BMA
- BBAR
- QQQ
- KWEB
- FXI
Filing on Nov 14, 2024
Q3 2024
Annis Gardner Whiting Capital Advisors, LLC
- EFA
- VTI
- VXUS
- IWM
- MSFT
- ACWI
- AAPL