Largest Portfolios by Value
Filing on Nov 12, 2024
Q3 2024
Massachusetts Financial Services CO
- MSFT
- NVDA
- GOOGL
- AAPL
- AMZN
- META
- JPM
Filing on Oct 22, 2024
Q3 2024
Filing on Oct 13, 2023
Q3 2023
Key Bridge Compliance, LLC
- SPY
- IJH
- IJJ
- SPLG
- AAPL
- IDV
- LLY
Filing on Oct 18, 2024
Q3 2024
Filing on Nov 01, 2024
Q3 2024
Triune Financial Partners, LLC
- DFAC
- DFAX
- DFUV
- DFAT
- VEU
- IWV
- IVV
Filing on Nov 08, 2024
Q3 2024
Filing on Nov 08, 2024
Q3 2024
Filing on Jul 10, 2024
Q2 2024
Filing on Nov 12, 2024
Q3 2024
Strategic Financial Concepts, LLC
- AVUS
- BIL
- TBUX
- VTI
- VIG
- VEA
- FLTR
Filing on Nov 07, 2024
Q3 2024
Centurion Wealth Management LLC
- GSLC
- AAPL
- IVV
- JEPI
- IUSB
- NVDA
- JEPQ
Filing on Oct 09, 2024
Q3 2024
Long View Wealth Management
- SCHD
- HD
- AAPL
- ILCG
- GPC
- CGGR
- SCHX
Filing on Nov 14, 2024
Q3 2024
L1 Capital International Pty LTD
- MSFT
- BKNG
- AMZN
- CRH.L
- HCA
- AER
- EXP
Filing on Oct 16, 2024
Q3 2024
Vista Investment Partners LLC
- XOM
- AAPL
- SPY
- SFM
- ARLP
- CVX
- ADP
Filing on Oct 15, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024
Strata Wealth Advisors, LLC
- VUG
- FNDF
- VGSH
- BRK-B
- FNDX
- BRK-A
- IVV
Filing on Nov 14, 2024
Q3 2024
Arvin Capital Management LP
- CCOI
- AMZN
- AVTR
- STX
- CRS
- BABA
- VAL
Filing on Oct 24, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024