Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Greatmark Investment Partners, Inc.
- AFL
- AAPL
- AXP
- MSFT
- QCOM
- AN
- SCHW
Filing on Feb 10, 2025
Q4 2024
Kimmeridge Energy Management Company, LLC
- CHK
- CIVI
Filing on Oct 27, 2023
Q3 2023
Filing on Jan 23, 2025
Q4 2024
Heritage Financial Services, LLC
- DFAC
- VGIT
- JPIE
- DFEM
- USRT
- ITOT
- JPST
Filing on Feb 14, 2025
Q4 2024
Resources Management Corp
- AAPL
- MSFT
- JPM
- APH
- MCD
- HD
- ACN
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Rpg Investment Advisory, LLC
- NVDA
- AAPL
- GOOG
- MSFT
- PLTR
- AMZN
- GVA
Filing on Jan 21, 2025
Q4 2024
Patton Albertson Miller Group, LLC
- NVDA
- AAPL
- ITOT
- IVV
- CVLG
- AVGO
- META
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Teamwork Financial Advisors, LLC
- AAPL
- AMZN
- JEPI
- MSFT
- NVDA
- TSLA
- COWZ
Filing on Feb 14, 2025
Q4 2024
Laird Norton Trust Company, LLC
- MSFT
- VEU
- VTI
- VWO
- AAPL
- AMZN
- VEA
Filing on Aug 09, 2023
Q2 2023
Endurance Wealth Management, Inc.
- AAPL
- QCOM
- MTD
- TMO
- KMI
- EW
- HD
Filing on Nov 08, 2022
Q3 2022
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Sloy Dahl & Holst, LLC
- TSLA
- AAPL
- NVDA
- COIN
- GBTC
- PLTR
- AMZN
Filing on Jan 15, 2025
Q4 2024
Howard Financial Services, Ltd.
- QUAL
- SCHD
- RSP
- AAPL
- VIG
- SPGP
- GTO
Filing on Jan 24, 2025
Q4 2024
Hhm Wealth Advisors, LLC
- SCHD
- SCHG
- SCHB
- SPTS
- SPMD
- CALF
- VNQ
Filing on Feb 13, 2025
Q4 2024
Global Endowment Management, LP
- BND
- VTI
- VXUS
- BBRE
- VT
- AAPL
- NVDA