Largest Portfolios by Value
Filing on Jan 31, 2025
Q4 2024
Pembroke Management, LTD
- GMED
- CLBT
- VERX
- CNM
- PSTG
- WSO
- SITE
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Rtd Financial Advisors, Inc.
- IVV
- BND
- IWF
- IJH
- IWP
- GTO
- IWB
Filing on Feb 13, 2025
Q4 2024
True Private Wealth Advisors
- IXUS
- AGZ
- RSP
- FLOT
- FDL
- ITOT
- IWM
Filing on Feb 13, 2025
Q4 2024
Paradigm Financial Partners, LLC
- SPOT
- NVDA
- MSFT
- AAPL
- AMZN
- GOOGL
- SHYG
Filing on Jan 15, 2025
Q4 2024
Romano Brothers And Company
- AAPL
- AVGO
- VOO
- ABBV
- CACI
- SPY
- MSFT
Filing on Feb 13, 2025
Q4 2024
Amussen Hunsaker Associates LLC
- BRK-B
- AAPL
- AMZN
- BRK-A
- META
- AXP
- MSFT
Filing on Jan 15, 2025
Q4 2024
Financial Management Professionals, Inc.
- GSLC
- SCHG
- JHMM
- DFAI
- GSIE
- BND
- IWB
Filing on Jan 14, 2025
Q4 2024
Ullmann Wealth Partners Group, LLC
- IVV
- LRGF
- ITOT
- DUHP
- SMLF
- DFCF
- DFIC
Filing on Feb 21, 2025
Q4 2024
Wny Asset Management, LLC
- CGCP
- CGDV
- CGGR
- DFAI
- DFAC
- JEPQ
- JAVA
Filing on Feb 10, 2025
Q4 2024
Compass Ion Advisors, LLC
- VTI
- SPLG
- IXUS
- IUSB
- DGRO
- FBND
- DRSK
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Mason Street Advisors, LLC
- AGG
- IVV
- SPTL
- IEFA
- SPMD
- SPSM
- RWR
Filing on Feb 11, 2025
Q4 2024
Triple Frond Partners LLC
- GOOG
- MSFT
- AMZN
- V
- TDG
- CHTR
- MCO
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024