Largest Portfolios by Value

Filing on Nov 15, 2024 Q3 2024

Glass Jacobson Investment Advisors LLC

  • DFAU
  • DFAI
  • FPE
  • VOO
  • VBR
  • VO
  • AAPL
Glass Jacobson Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 302 Billion
Stocks 764
Filing on Oct 29, 2024 Q3 2024

Argonautica Private Wealth Management, Inc

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
  • UNH
  • AVGO
Argonautica Private Wealth Management, Inc's Q3 2024 Portfolio
Portfolio Value 302 Billion
Stocks 196
Filing on Nov 04, 2024 Q3 2024

Abound Wealth Management

  • IJR
  • IEMG
  • AGG
  • VEA
  • IVV
  • SCHX
  • VOO
Abound Wealth Management's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 1299
Filing on Oct 09, 2024 Q3 2024

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • SHYG
  • VTV
  • VCLT
  • AVGO
  • VIG
Financial Advisory Partners, LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 67
Filing on Oct 11, 2024 Q3 2024

Org Wealth Partners, LLC

  • AGNC
  • BRK-B
  • ET
  • ABT
  • XOM
  • AAPL
  • SGOV
Org Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 5928
Filing on May 15, 2024 Q1 2024

Mango Five Family, Inc.

  • NVDA
  • AMZN
  • GOOG
  • LBRDA
  • LBRDK
  • QCOM
  • AMD
Mango Five Family, Inc.'s Q1 2024 Portfolio
Portfolio Value 301 Billion
Stocks 65
Filing on Oct 18, 2024 Q3 2024

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • DBEF
  • QQQM
  • SCHD
  • VBR
  • VBK
  • IWP
Whitaker Myers Wealth Managers, Ltd.'s Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 106
Filing on Oct 23, 2024 Q3 2024

Legacy Capital Group California, Inc.

  • AAPL
  • JPST
  • MSFT
  • BIL
  • FLRN
  • JAAA
  • SPLG
Legacy Capital Group California, Inc.'s Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 312
Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on Nov 12, 2024 Q3 2024

Thomas J. Herzfeld Advisors, Inc.

  • NRGX
  • FSCO
  • HFRO
  • NPFD
  • PCF
  • DMA
  • CLM
Thomas J. Herzfeld Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 300 Billion
Stocks 155
Filing on Oct 25, 2024 Q3 2024

Dodds Wealth, LLC

  • VCIT
  • SPIB
  • IGIB
  • SCHV
  • GOVT
  • SCHB
  • VOO
Dodds Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 300 Billion
Stocks 59
Filing on Nov 04, 2024 Q3 2024

Trust CO Of Tennessee

  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q3 2024 Portfolio
Portfolio Value 300 Billion
Stocks 6
Filing on Nov 07, 2024 Q3 2024

En Rich Financial Partners LLC

  • DFEM
  • DFAT
  • VOO
  • DFIC
  • FBND
  • DFAS
  • DFIV
En Rich Financial Partners LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 224
Filing on Oct 04, 2024 Q3 2024

Eldred Rock Partners, LLC

  • GOOGL
  • VNT
  • TSM
  • LRCX
  • BRK-B
  • UNH
  • MRK
Eldred Rock Partners, LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 32
Filing on Nov 12, 2024 Q3 2024

Fortis Capital Advisors, LLC

  • SPY
  • QQQ
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • IVV
Fortis Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 172
Filing on Oct 25, 2024 Q3 2024

Highline Wealth Partners LLC

  • JPST
  • NVDA
  • JAAA
  • VOO
  • AAPL
  • VONV
  • MSFT
Highline Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 604
Filing on Oct 23, 2024 Q3 2024

Leading Edge Financial Planning LLC

  • SPLG
  • DFIC
  • SPAB
  • SCHB
  • DUHP
  • DFSV
  • DFEM
Leading Edge Financial Planning LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 55
Filing on Oct 30, 2024 Q3 2024

Catalina Capital Group, LLC

  • AAPL
  • MSFT
  • NVDA
  • USFR
  • AMZN
  • IVV
  • DGRW
Catalina Capital Group, LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 349