Largest Portfolios by Value
Filing on Oct 20, 2023
Q3 2023
Private Asset Management Inc
- QCOM
- AAPL
- MSFT
- GOOG
- COST
- V
- AMZN
Filing on Feb 14, 2025
Q4 2024
High Falls Advisors, Inc
- IVV
- IUSB
- IVW
- QUAL
- DYNF
- EFG
- EFV
Filing on Feb 14, 2025
Q4 2024
Shorepoint Capital Partners LLC
- FBND
- AVGO
- SCHD
- MSFT
- JPM
- TRV
- JSCP
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Harbour Capital Advisors, LLC
- AAPL
- AVGO
- LLY
- MSFT
- JPM
- AMZN
- IEFA
Filing on Jan 29, 2025
Q4 2024
Northstar Asset Management LLC
- VGT
- AAPL
- VTI
- VO
- BRK-B
- VUG
- MSFT
Filing on Oct 21, 2024
Q3 2024
Northwest Investment Counselors, LLC
- MSFT
- SCHF
- AAPL
- ORCL
- SCHA
- SCHX
- SCHZ
Filing on Jan 31, 2025
Q4 2024
Financial Management Network Inc
- IVV
- MOAT
- IJH
- AAPL
- IJR
- GCOW
- AVDV
Filing on Jan 15, 2025
Q4 2024
Riversedge Advisors, LLC
- SCHX
- UITB
- SPYG
- SPYV
- AAPL
- IEFA
- RSP
Filing on Feb 14, 2025
Q4 2024
Engine Capital Management, LP
- OFIX
- LKQ
- FVRR
- LAUR
- CZR
- NXST
- EYE
Filing on Feb 13, 2025
Q4 2024
Avalon Global Asset Management LLC
- NVDA
- TGT
- NOW
- CRWD
- PANW
- AMZN
- AAPL
Filing on Apr 24, 2024
Q1 2024
Cubic Asset Management, LLC
- MSFT
- META
- GOOG
- PNC
- BRK-B
- ALL
- AXP
Filing on Jan 29, 2025
Q4 2024
Mycio Wealth Partners, LLC
- CB
- IVV
- IEFA
- SPY
- AAPL
- EFA
- VIG
Filing on Jan 15, 2025
Q4 2024
Tcp Asset Management, LLC
- IVV
- DFAU
- DIA
- DFUS
- QQQ
- ONEQ
- FTSM
Filing on Feb 14, 2025
Q4 2024
Atlas Infrastructure Partners (Uk) Ltd.
- EIX
- EXC
- POR
- PCG
- PNW
- AVA
Filing on Apr 25, 2024
Q1 2024
Eudaimonia Partners, LLC
- VOO
- VGT
- AAPL
- GLDM
- NVDA
- MSFT
- AMZN
Filing on Jul 21, 2023
Q2 2023
Intercontinental Wealth Advisors, LLC
- SPY
- QQQ
- AAPL
- BRK-B
- DIA
- ACWI
- AMZN
Filing on Feb 14, 2025
Q4 2024
Rb Capital Management, LLC
- AAPL
- BRK-B
- COST
- NVDA
- MSFT
- GOOG
- AMZN