Largest Portfolios by Value
Filing on Feb 03, 2025
Q4 2024
Elk River Wealth Management, LLC
- SDY
- IJR
- RSP
- IVV
- AAPL
- AVGO
- MSFT
Filing on Jan 22, 2025
Q4 2024
Lebenthal Global Advisors, LLC
- JEPQ
- JEPI
- ICVT
- VCIT
- IJR
- SPY
- VTV
Filing on Jan 21, 2025
Q4 2024
Sjs Investment Consulting Inc.
- DFAC
- DFIC
- DFSD
- AAPL
- HRL
- LLY
- DFCF
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Lifeworks Advisors, LLC
- SPDW
- GOVT
- LQD
- FHLC
- MBB
- BNDX
- VTIP
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Northwest Bancshares, Inc.
- FNDX
- VCSH
- AAPL
- TLT
- MSFT
- IVV
- WMT
Filing on Feb 12, 2025
Q4 2024
Private Portfolio Partners LLC
- VUG
- VTV
- VBK
- IEF
- VWO
- BIL
- VTEB
Filing on Oct 16, 2024
Q3 2024
Kowal Investment Group, LLC
- FBND
- BBUS
- FDL
- QTEC
- FBCG
- MDY
- ZECP
Filing on Jan 22, 2025
Q4 2024
North Point Portfolio Managers Corp
- COST
- APH
- V
- AMZN
- ACN
- HD
- AJG
Filing on Jan 21, 2025
Q4 2024
Legacy Financial Group LLC
- IUSG
- SDY
- VOO
- VB
- IUSB
- VEA
- BSJQ
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Bell Asset Management LTD
- GOOGL
- MSFT
- AMZN
- NVDA
- AAPL
- UNH
- PEP
Filing on Feb 14, 2025
Q4 2024
Soros Capital Management LLC
- SMH
- AMZN
- BKNG
- PACK
- TSM
- META
- NVDA
Filing on Jan 24, 2025
Q4 2024
Reuter James Wealth Management, LLC
- WMT
- IAU
- XOM
- ET
- CGDV
- SPHD
- AAPL
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Tyler Stone Wealth Management
- NVDA
- AAPL
- DGRW
- IVV
- PH
- PLTR
- JAVA