Largest Portfolios by Value
Filing on Jan 23, 2025
Q4 2024
Oak Harvest Investment Services
- VGSH
- VOO
- AAPL
- VYM
- JPM
- AVGO
- WMT
Filing on Jan 14, 2025
Q4 2024
Ars Wealth Advisors Group, LLC
- SPTM
- USMV
- AVGO
- MSFT
- QUAL
- JPM
- XLK
Filing on Feb 14, 2025
Q4 2024
Awm Investment Company, Inc.
- ADMA
- AMSC
- PI
- DXLG
- PWFL
- RCAT
- GAMB
Filing on Jan 21, 2025
Q4 2024
Consolidated Investment Group LLC
- QQQ
- SPY
- RSP
- IWR
- IWM
- AVGO
- NVDA
Filing on Jan 16, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Arbor Investment Advisors, LLC
- IWB
- PRF
- TFLO
- VEA
- BSV
- PRFZ
- TIP
Filing on Feb 06, 2025
Q4 2024
Wood Trust Financial Corp
- EFA
- VOT
- VOE
- IWN
- MSFT
- BRK-B
- IWO
Filing on Jan 14, 2025
Q4 2024
Inspirion Wealth Advisors, LLC
- JAAA
- VYM
- VUG
- VOE
- VBR
- ABBV
- CGXU
Filing on Feb 14, 2025
Q4 2024
Greenline Partners, LLC
- GLDM
- VTI
- SCHP
- VXUS
- BRK-B
- STIP
- VWO
Filing on Jan 31, 2025
Q4 2024
Total Investment Management Inc
- BKUI
- SCHQ
- SPY
- FNK
- EEM
- BKAG
- QQQE
Filing on Jan 27, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Jag Capital Management, LLC
- AAPL
- AMZN
- NVDA
- MSFT
- META
- AXON
- NFLX
Filing on Jan 27, 2025
Q4 2024
Avitas Wealth Management LLC
- AAPL
- NVDA
- MSFT
- GOOGL
- AMZN
- COST
- JPM
Filing on Feb 10, 2025
Q4 2024
Hackensack Meridian Health, Inc.
- SPY
- EFA
- ACWI
- GNR
- IEMG
Filing on Feb 14, 2025
Q4 2024
Monograph Wealth Advisors, LLC
- DFAC
- DFAX
- DFAT
- DFUV
- AAPL
- DISV
- DFEM
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024