Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Tennessee Valley Asset Management Partners
- SPLG
- IUSG
- VTI
- SPYV
- DYNF
- IEFA
- BRK-B
Filing on Jan 28, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Glassman Wealth Services
- VOO
- FNDX
- DGRW
- VEU
- DFAC
- DFAX
- SNA
Filing on Feb 14, 2025
Q4 2024
Sompo Asset Management Co., Ltd.
- VOO
- IEMG
- IEF
- AAPL
- MSFT
- NVDA
- GOOGL
Filing on Feb 14, 2025
Q4 2024
Canal Capital Management, LLC
- ODFL
- AAPL
- MSFT
- BX
- LQD
- MO
- AVGO
Filing on Feb 04, 2025
Q4 2024
Mainstay Capital Management LLC
- QGRO
- SPMO
- SPYG
- QQQM
- SPHQ
- XMMO
- NVDA
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Kavar Capital Partners Group, LLC
- AAPL
- FNDX
- SCHX
- NVDA
- SCHF
- GOOGL
- BRK-B
Filing on Feb 04, 2025
Q4 2024
K.J. Harrison & Partners Inc
- AAPL
- MSFT
- AMZN
- RY
- META
- JPM
- CM
Filing on Jan 30, 2025
Q4 2024
J.P. Marvel Investment Advisors, LLC
- NVDA
- AAPL
- LLY
- GOOGL
- AMZN
- JPM
- MS
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2023
Q4 2022
Canandaigua National Corp
- MSFT
- XOM
- AAPL
- JNJ
- JPM
- PG
- MRK
Filing on Feb 14, 2025
Q4 2024
P2 Capital Partners, LLC
- CBZ
- ACHC
- JBT
- BLKB
- IAS
- TNC
- HSIC
Filing on Feb 07, 2025
Q4 2024
Marathon Trading Investment Management LLC
- MSTR
- MSFT
- SPY
- BABA
- TSM
- WFC
- BAC
Filing on Jan 24, 2025
Q4 2024
Cfm Wealth Partners LLC
- NVDA
- AAPL
- GOOGL
- AMZN
- MSFT
- META
- CRM
Filing on Feb 12, 2025
Q4 2024