Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Blume Capital Management, Inc.
- AAPL
- GOOG
- DFIC
- XLE
- SCHW
- SGOV
- DFCF
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Arlington Financial Advisors, LLC
- CGGO
- FNDF
- GRID
- DSTL
- AVEM
- AAPL
- VEA
Filing on Feb 04, 2025
Q4 2024
Delta Financial Group, Inc.
- AAPL
- MSFT
- VUG
- BRK-B
- VGT
- VTV
- VCIT
Filing on Jan 29, 2025
Q4 2024
Manchester Financial Inc
- SCHB
- BSCR
- RSP
- SCHX
- SCHM
- SYLD
- FTSM
Filing on Jan 12, 2023
Q4 2022
Titleist Asset Management, Ltd.
- DIVZ
- TSLA
- SPY
- MRNA
- RSP
- ASML
- TTD
Filing on Feb 14, 2025
Q4 2024
Sw Investment Management LLC
- UI
- SKYW
- NET
- AMKR
- GRMN
- PSN
- TPX
Filing on Jan 14, 2025
Q4 2024
Sovereign Financial Group, Inc.
- SPY
- VUG
- VEA
- IVV
- QQQ
- VTV
- AAPL
Filing on Feb 14, 2025
Q4 2024
Greenstone Partners & Co., LLC
- APP
- PAR
- AYI
- GWRE
- APPF
- PCOR
- SCHW
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Cmh Wealth Management LLC
- MSFT
- AMZN
- AAPL
- GOOGL
- SMMD
- VFH
- VDE
Filing on Feb 14, 2025
Q4 2024
Element Pointe Advisors, LLC
- IVV
- SHY
- SPY
- JEPI
- QUAL
- VOO
- NVDA
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Grand Jean Capital Management Inc
- BRK-B
- AAPL
- BX
- JPM
- NVDA
- MSFT
- MS
Filing on Feb 14, 2025
Q4 2024
Corsair Capital Management, L.P.
- MIR
- VRT
- GDDY
- LAUR
- LMB
- SPY
- WSC
Filing on Jan 24, 2025
Q4 2024
Mc Namara Financial Services, Inc.
- IVV
- SPDW
- SPAB
- SPEM
- SPSM
- TOTL
- MUB
Filing on Jan 22, 2025
Q4 2024