Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Mraz, Amerine & Associates, Inc.
- BRK-B
- JEF
- FRFHF
- WTM
- WRB
- MKL
- ESGR
Filing on Feb 14, 2025
Q4 2024
Redwood Capital Management, LLC
- AER
- SATS
- X
- APEI
- ATUS
- MSC
- MERC
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Erts Wealth Advisors, LLC
- USHY
- IEUR
- SPYV
- SPYG
- SPIB
- SPTL
- VOE
Filing on Jan 14, 2025
Q4 2024
Mirador Capital Partners LP
- BSJP
- BSJQ
- AAPL
- BRK-B
- AMZN
- GOOG
- BX
Filing on Feb 18, 2025
Q4 2024
Blue Fin Capital, Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- META
- GOOGL
- IGSB
Filing on Feb 11, 2025
Q4 2024
Blueprint Investment Partners LLC
- SPTM
- NVDA
- IVV
- BIL
- AAPL
- SHV
- USRT
Filing on Jan 13, 2025
Q4 2024
Affinity Capital Advisors, LLC
- VUG
- IVV
- IUSB
- AAPL
- VTV
- ESGU
- EMXC
Filing on Feb 07, 2025
Q4 2024
Geometric Wealth Advisors
- DFAC
- DFAX
- DFIP
- VTI
- AVUS
- AAPL
- CVNA
Filing on Feb 14, 2025
Q4 2024
Peak Asset Management, LLC
- AAPL
- MSFT
- GOOGL
- JPM
- SPGI
- BILS
- V
Filing on Jan 14, 2025
Q4 2024
San Luis Wealth Advisors LLC
- AAPL
- JPST
- SCHI
- VTEB
- NVDA
- IGLB
- AMZN
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Sky Investment Group LLC
- NVDA
- MSFT
- GOOGL
- AXP
- MA
- ABT
- PEP
Filing on Feb 05, 2025
Q4 2024
Tufton Capital Management
- MSFT
- AAPL
- GOOG
- JPM
- TJX
- ADP
- AMZN
Filing on Jan 28, 2025
Q4 2024
O'Brien Wealth Partners LLC
- ITOT
- SPLG
- USMC
- DBEF
- COWZ
- VTI
- SPTI
Filing on Jan 28, 2025
Q4 2024
North Growth Management Ltd.
- JBL
- CIEN
- AMAT
- MSI
- EAT
- LITE
- BKNG
Filing on Feb 11, 2025
Q4 2024
Fox Run Management, L.L.C.
- XLF
- IYR
- FCX
- GLW
- DVN
- IBM
- NET