Largest Portfolios by Value
Filing on Nov 14, 2022
Q3 2022
Filing on Jan 16, 2025
Q4 2024
Thrive Wealth Management, LLC
- SCHG
- VTV
- SPY
- AAPL
- VUG
- INTF
- MSFT
Filing on Feb 14, 2025
Q4 2024
Kemnay Advisory Services Inc.
- VNO
- EWJ
- COIN
- TMO
- AAPL
- GOOG
- AMZN
Filing on May 10, 2024
Q1 2024
Filing on Jan 31, 2025
Q4 2024
Abacus Planning Group, Inc.
- DSTL
- VTI
- VBR
- STIP
- VXUS
- AMZN
- UNP
Filing on Jan 24, 2025
Q4 2024
Caas Capital Management LP
- C
- SPY
- JPM
- JPM
- AMZN
- AAPL
- AAPL
Filing on Jan 15, 2025
Q4 2024
Arthur M. Cohen & Associates, LLC
- NVDA
- DHR
- AAPL
- BRK-B
- AMZN
- SPY
- QQQM
Filing on Feb 13, 2025
Q4 2024
Ambassador Advisors, LLC
- IBD
- GLRY
- AGZ
- WWJD
- BITO
- IAU
- SLV
Filing on Feb 14, 2025
Q4 2024
New England Asset Management Inc
- SPY
- VYM
- IEFA
- IVV
- VTI
- JPM
- PPL
Filing on Feb 14, 2025
Q4 2024
Hazelview Securities Inc.
- EQIX
- DLR
- PSA
- PLD
- AVB
- WELL
- INVH
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Cra Financial Services, LLC
- AAPL
- AMZN
- SCHD
- SCHG
- QQQ
- MSFT
- VIG
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Capital Advantage, Inc.
- VCIT
- FNDF
- VIGI
- VYMI
- MGV
- SCHD
- VHT
Filing on Oct 30, 2024
Q3 2024
Divergent Wealth Advisors
- IVV
- SHV
- AGG
- ONEQ
- IDEV
- TFLO
- IJH
Filing on Oct 24, 2023
Q3 2023
Filing on Feb 07, 2025
Q4 2024
Hexagon Capital Partners LLC
- WMT
- JBHT
- META
- DDS
- AAPL
- NVDA
- VUG