Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Legacy Financial Advisors, Inc.
- DGRW
- ITOT
- AAPL
- WTV
- MSFT
- JMUB
- NVDA
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Oct 19, 2023
Q3 2023
Ropes Wealth Advisors LLC
- AAPL
- MSFT
- IVV
- VTI
- XOM
- AMZN
- PG
Filing on Feb 03, 2025
Q4 2024
Dividend Assets Capital, LLC
- MSFT
- COST
- OKE
- V
- AMP
- NVO
- ET
Filing on Feb 13, 2025
Q4 2024
L2 Asset Management, LLC
- SPY
- SGOV
- AAPL
- SCHI
- MSFT
- META
- NVDA
Filing on Feb 13, 2025
Q4 2024
Herald Investment Management LTD
- FN
- PEGA
- DSGX
- SIMO
- VRNS
- RDWR
- CYBR
Filing on Jan 21, 2025
Q4 2024
Affinity Wealth Management LLC
- QQQ
- XMMO
- LRGF
- COWZ
- RDVY
- XLF
- XHB
Filing on Feb 07, 2025
Q4 2024
River & Mercantile Asset Management LLP
- MSFT
- GOOGL
- TSM
- AVGO
- FIX
- MA
- COST
Filing on Feb 12, 2025
Q4 2024
Strategy Asset Managers LLC
- AVGO
- MSFT
- JPM
- GOOGL
- AAPL
- ROIC
- LLY
Filing on Jan 24, 2025
Q4 2024
Golden State Equity Partners
- AAPL
- NVDA
- MSFT
- AMZN
- SPLG
- DGRW
- AVGO
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Efg Asset Management (Americas) Corp.
- MSFT
- IJR
- AMZN
- AAPL
- NVDA
- MA
- JPM
Filing on Feb 14, 2025
Q4 2024
Opaleye Management Inc.
- HROW
- TGTX
- CDXS
- ETON
- OCUL
- ARVN
- RYTM
Filing on Feb 14, 2025
Q4 2024
Filing on Oct 25, 2022
Q3 2022
Round Table Services, LLC
- IVV
- NMFC
- IWM
- IWD
- IJUL
- IWR
- NJUL
Filing on Feb 14, 2025
Q4 2024
Brasada Capital Management, LP
- BIL
- MSFT
- WCN
- COST
- GOOGL
- AMZN
- CPRT
Filing on Feb 14, 2025
Q4 2024