Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Trustees Of Columbia University In The City Of New York
- SPY
- SNOW
- NU
- TNYA
- VIGL
- XLO
- REPX
Filing on Jan 13, 2025
Q4 2024
180 Wealth Advisors, LLC
- MSFT
- AAPL
- NVDA
- AMZN
- AVGO
- TSLA
- MNKD
Filing on Jan 17, 2025
Q4 2024
Secure Asset Management, LLC
- VOO
- AAPL
- NVDA
- XLK
- IVV
- MSFT
- META
Filing on Feb 14, 2025
Q4 2024
Simcoe Capital Management, LLC
- ABG
- SEAS
- GIL
- GO
- JBL
- DFIN
- FLEX
Filing on Feb 05, 2025
Q4 2024
John G Ullman & Associates Inc
- EMR
- GLW
- TSM
- IBM
- OGE
- AVGO
- CSCO
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Aprio Wealth Management, LLC
- DUHP
- DIHP
- EMXC
- TOLZ
- REZ
- COWZ
- SPY
Filing on Jan 29, 2025
Q4 2024
Tfc Financial Management
- IVV
- IDEV
- SHY
- DFUV
- JQUA
- DFAT
- IEMG
Filing on Feb 14, 2025
Q4 2024
Bramshill Investments, LLC
- NEAR
- FTSM
- VGLT
- NAD
- NEA
- JPST
- MINT
Filing on Feb 11, 2025
Q4 2024
Towercrest Capital Management
- IVV
- SCHX
- AGG
- FLOT
- HYG
- SCHZ
- FLRN
Filing on Jan 14, 2025
Q4 2024
Roble, Belko & Company, Inc
- VTI
- VXUS
- BND
- VEA
- VYM
- VEU
- SPY
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Parker Investment Management, LLC
- QQQ
- IYW
- XLK
- IVV
- NVDA
- GOOGL
- GOOG
Filing on Nov 08, 2022
Q3 2022
Rgt Wealth Advisors, LLC
- ACWV
- GLDM
- IEF
- IJS
- SPYG
- IVV
- IWO
Filing on Jan 14, 2025
Q4 2024
Sendero Wealth Management, LLC
- VTI
- GNR
- ITOT
- GOOGL
- AMZN
- NVDA
- MSFT
Filing on Jan 31, 2025
Q4 2024
Cardinal Capital Management
- LLY
- MSFT
- AAPL
- COST
- JNJ
- WMT
- JPM
Filing on Jan 14, 2025
Q4 2024
Laurel Wealth Advisors LLC
- AAPL
- VIG
- MSFT
- TFLO
- SGOV
- BRK-A
- NVDA