Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Frg Family Wealth Advisors LLC
- MSFT
- VTI
- AMZN
- AAPL
- AVGO
- SCHG
- GOOGL
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Aigen Investment Management, LP
- COP
- MDT
- RL
- CDW
- GD
- KO
- AMZN
Filing on Feb 11, 2025
Q4 2024
Fortis Capital Management LLC
- MSFT
- SCHX
- AMZN
- NVDA
- IGSB
- CORP
- AAPL
Filing on Feb 07, 2025
Q4 2024
Bell Investment Advisors, Inc
- GBIL
- FNDX
- TDTT
- VMBS
- TLT
- SCHX
- FNDF
Filing on Feb 05, 2025
Q4 2024
Duncker Streett & CO Inc
- AVGO
- MSFT
- AAPL
- MA
- NVDA
- GOOGL
- AMZN
Filing on Jan 21, 2025
Q4 2024
Matthew Goff Investment Advisor, LLC
- MSFT
- BRK-B
- IBDQ
- V
- BAC
- BK
- RSP
Filing on Feb 06, 2025
Q4 2024
Soa Wealth Advisors, Llc.
- IWY
- AAPL
- VOO
- MSFT
- NVDA
- AMZN
- SPYV
Filing on Jan 29, 2025
Q4 2024
Intelligence Driven Advisers, LLC
- DFUS
- IWY
- QEFA
- IUSB
- SCHR
- COWZ
- DYNF
Filing on May 01, 2024
Q1 2024
Broad Peak Investment Holdings Ltd.
- NVDA
- LVS
- WGO
- DASH
- HTHT
- NTES
- YUMC
Filing on Jan 28, 2025
Q4 2024
Wilsey Asset Management Inc
- TPR
- MSFT
- WFC
- GM
- JPM
- ALL
- TAP
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Walter Public Investments Inc.
- MSFT
- GOOG
- NOW
- MMC
- MA
- AZO
- BJ
Filing on May 14, 2024
Q1 2024
American Family Insurance Mutual Holding CO
- HYDW
- VCSH
- VCIT
- IWP
- IGIB
- IGSB
- TDW
Filing on Jan 28, 2025
Q4 2024
Heritage Investment Group, Inc.
- DFAC
- IVV
- SUB
- DFUV
- VTEB
- REET
- DFUS
Filing on Jan 30, 2025
Q4 2024
Stieven Capital Advisors, L.P.
- WAL
- WBS
- COLB
- HWC
- HTLF
- WTFC
- EWBC