Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Lathrop Investment Management Corp
- WMT
- MSFT
- AAPL
- KMI
- MLM
- SYK
- AYI
Filing on Feb 14, 2025
Q4 2024
Waterfront Capital Partners, LLC
- CUZ
- CBRE
- DLR
- UDR
- EQIX
- REG
- IRM
Filing on Feb 12, 2025
Q4 2024
Pax Financial Group, LLC
- IVV
- IUSB
- IVW
- WWJD
- QUAL
- DYNF
- BOND
Filing on Jan 24, 2025
Q4 2024
Coerente Capital Management
- GOOGL
- MSFT
- ADP
- AMZN
- SAP
- ITW
- ABT
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Ramsay, Stattman, Vela & Price, Inc.
- MSFT
- AAPL
- BRK-B
- NVDA
- GOOG
- SYK
- V
Filing on Oct 04, 2024
Q3 2024
Filing on Jan 08, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Chandler Asset Management, Inc.
- BND
- IVV
- IJH
- VB
- VEA
- VNQ
- VTI
Filing on Feb 14, 2025
Q4 2024
Acorn Financial Advisory Services Inc
- VOO
- VUG
- AGG
- VB
- VEA
- SPTS
- AVUV
Filing on Jan 13, 2025
Q4 2024
Sentinel Pension Advisors Inc
- BKLC
- SPY
- JCPB
- BKIE
- SPTI
- GLDM
- FBND
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Bourgeon Capital Management LLC
- JPM
- MSFT
- GOOGL
- HON
- AMZN
- MRK
- ETN
Filing on Jan 23, 2025
Q4 2024
Alpha Omega Wealth Management LLC
- JPST
- MSFT
- AAPL
- CVX
- CSCO
- T
- IBM
Filing on Jan 15, 2025
Q4 2024
Financial Advisors, LLC
- USMV
- SCHG
- SCHV
- QUAL
- IJR
- HAWX
- ESGU
Filing on Feb 14, 2025
Q4 2024
Canyon Capital Advisors LLC
- CBL
- BERY
- FFWM
- AMBP
- RUN
- HOUS
- SDRL
Filing on Feb 04, 2025
Q4 2024
Wealthstream Advisors, Inc.
- DFAC
- DFIC
- DFEM
- DFUS
- DUHP
- IWV
- VTHR
Filing on Feb 10, 2025
Q4 2024
Maxi Investments Cy LTD
- TLT
- SGOV
- QQQ
- AMZN
- BABA
- META
- TCOM