Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Lafayette Investments, Inc.
- BRK-B
- MKL
- PGR
- META
- MSFT
- AAPL
- JEF
Filing on Jan 28, 2025
Q4 2024
Sc&H Financial Advisors, Inc.
- DFAC
- AVUS
- DFAU
- DFUS
- AVDE
- DFAI
- DFIC
Filing on Nov 03, 2022
Q3 2022
Spectrum Management Group, LLC
- SPY
- IVV
- ESGU
- AAPL
- XLK
- MSFT
- IUSB
Filing on Feb 13, 2025
Q4 2024
Fidelity National Financial, Inc.
- ALIT
- CCAP
- PM
- UPS
- GD
- CVX
- GPC
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 07, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Abundance Wealth Counselors
- IVV
- IEFA
- PCT
- IQLT
- XBI
- AAPL
- SUB
Filing on Jan 16, 2025
Q4 2024
Wooster Corthell Wealth Management, Inc.
- MGC
- VTI
- ITOT
- SCHF
- VGIT
- VO
- SCHP
Filing on Feb 11, 2025
Q4 2024
Heron Bay Capital Management
- LPLA
- VNT
- CCSI
- MSFT
- GOOGL
- SSNC
- SCHW
Filing on Jan 31, 2025
Q4 2024
Pasadena Private Wealth, LLC
- VUG
- VTV
- VEU
- VBR
- DIVO
- COM
- FNDA
Filing on Jan 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Ocean Capital Management, LLC
- AAPL
- AMZN
- COST
- GOOGL
- NVDA
- DECK
- GOOG
Filing on Jan 15, 2025
Q4 2024
Raub Brock Capital Management LP
- IEF
- TSM
- CMF
- PH
- ORCL
- MA
- ADP
Filing on Jan 17, 2025
Q4 2024
Minich Mac Gregor Wealth Management, LLC
- SCHG
- MOAT
- IYF
- ITB
- HYGH
- SPY
- FV
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Stanley Capital Management, LLC
- META
- ELV
- ORCL
- CNC
- VRT
- CTVA
- MCK
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Prestige Wealth Management Group LLC
- DGRW
- AAPL
- ICVT
- USHY
- BND
- AGGY
- CL