Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Asset Management Group, Inc.
- BRK-A
- VBR
- AAPL
- QQQ
- IWS
- IVV
- VBK
Filing on Jan 16, 2025
Q3 2024
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Wallington Asset Management, LLC
- VEA
- MSFT
- TJX
- AAPL
- IJR
- V
- WRB
Filing on Feb 06, 2025
Q4 2024
Aviance Capital Partners, LLC
- AAPL
- GOOGL
- AMZN
- AVGO
- ABBV
- JPM
- MSFT
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Bedel Financial Consulting, Inc.
- LLY
- DFAI
- VTEB
- AAPL
- DFAE
- MSFT
- LLY
Filing on Feb 04, 2025
Q4 2024
Wealth Shield Partners, LLC
- IVV
- SCHF
- SCHG
- IVW
- AAPL
- IUSB
- MGK
Filing on May 12, 2023
Q1 2023
Quantitative Advantage, LLC
- DUHP
- VTI
- IYW
- TILT
- VEU
- MOAT
- RYT
Filing on Feb 14, 2025
Q4 2024
Main Street Investment Advisors LLC
- IJH
- AAPL
- EFA
- MSFT
- VGSH
- IJR
- JPM
Filing on Jan 10, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Trinity Point Wealth, LLC
- AAPL
- GOOG
- SCHD
- MSFT
- AMZN
- SCHB
- NVDA
Filing on Feb 14, 2025
Q4 2024
Pinkerton Retirement Specialists, LLC
- SPY
- SCHX
- IVW
- DIA
- IVE
- IYR
- BIV
Filing on Jan 21, 2025
Q4 2024
Atlas Private Wealth Advisors
- SPMD
- SPSM
- RSP
- DIA
- IEF
- SPDW
- AAPL
Filing on Feb 13, 2025
Q4 2024
Dean Investment Associates, LLC
- IUSV
- WEC
- JPM
- CVX
- MO
- XEL
- LNT
Filing on Feb 14, 2025
Q4 2024
Parkman Healthcare Partners LLC
- GILD
- VRNA
- PODD
- BSX
- SYK
- LLY
- VRDN