Largest Portfolios by Value
Filing on May 08, 2024
Q1 2024
Bleakley Financial Group, LLC
- VV
- CEF
- AAPL
- MSFT
- VTV
- SPY
- VO
Filing on May 10, 2024
Q1 2024
Principal Securities, Inc.
- USMC
- IVV
- IEFA
- AGG
- GSUS
- MSFT
- IWB
Filing on Apr 25, 2024
Q1 2024
Focused Investors Fund L P
- ELV
- CI
- MSFT
- JNJ
- UNH
- FISV
- ORCL
Filing on May 15, 2024
Q1 2024
Filing on May 15, 2024
Q1 2024
Dynasty Wealth Management, LLC
- IVV
- SPYG
- TTAC
- IEFA
- AGG
- MBB
- SPYV
Filing on May 15, 2024
Q1 2024
Filing on May 16, 2024
Q1 2024
Filing on Jul 27, 2023
Q2 2023
Filing on May 14, 2024
Q1 2024
Quotient Wealth Partners, LLC
- IVV
- SPYG
- IEFA
- AGG
- TTAC
- MBB
- SPYV
Filing on Feb 16, 2024
Q4 2023
Sanibel Captiva Trust Company, Inc.
- MSFT
- AAPL
- VYM
- GOOG
- HD
- ACN
- V
Filing on Feb 12, 2024
Q4 2023
Focus Financial Network Inc /Adv
- AAPL
- SCHG
- IVV
- SCHD
- QQQ
- NVDA
- AMZN
Filing on May 01, 2024
Q1 2024
Globalt Investments LLC / Ga
- IWF
- IWD
- SPTS
- GLD
- IWP
- SPTI
- SPYG
Filing on May 16, 2024
Q1 2024
La Banque Postale Asset Management Sa
- MSFT
- NVDA
- AAPL
- AMZN
- META
- GOOG
- JPM
Filing on May 07, 2024
Q1 2024
Concurrent Investment Advisors, LLC
- SPY
- AAPL
- VOO
- MSFT
- QQQ
- IVV
- NVDA
Filing on Mar 17, 2023
Q3 2022
American Portfolios Advisors
- AAPL
- IVV
- DFEB
- MSFT
- VTV
- VUG
- QQQ
Filing on May 15, 2024
Q1 2024
Quintet Private Bank (Europe) S.A.
- MSFT
- NVDA
- AMZN
- AAPL
- BRK-B
- GOOGL
- DIS
Filing on May 15, 2024
Q1 2024
Filing on May 15, 2024
Q1 2024
Dme Capital Management, LP
- GRBK
- BHF
- KD
- CEIX
- ALIT
- THC
- ODP