Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Wealth Dimensions Group, Ltd.
- VGSH
- DFAI
- PG
- VONV
- IVV
- VONG
- BSV
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Gifford Fong Associates
- NVDA
- AMZN
- AAPL
- MSFT
- META
- BRK-B
- GOOG
Filing on Feb 11, 2025
Q4 2024
America First Investment Advisors, LLC
- SHY
- PLTR
- AMZN
- GOOGL
- ADP
- WRB
- V
Filing on Feb 12, 2025
Q4 2024
Boston Research & Management Inc
- IVV
- MSFT
- AAPL
- WMT
- MA
- GOOGL
- TSCO
Filing on Oct 18, 2024
Q3 2024
Waypoint Capital Advisors, LLC
- AVDE
- VTV
- VUG
- AVUS
- DFIC
- AVEM
- VEA
Filing on Feb 06, 2025
Q4 2024
Beacon Harbor Wealth Advisors, Inc.
- VOO
- VXF
- BND
- IAU
- MLPX
- KIE
- IEMG
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Eagle Health Investments LP
- NTRA
- ARGX
- ILMN
- ICLR
- INSM
- BMRN
- RARE
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Stamos Capital Partners, L.P.
- AGG
- BP
- SHEL
- XOM
- CVX
- MRK
- PFE
Filing on Feb 07, 2025
Q4 2024
Blankinship & Foster, LLC
- DFAU
- VEU
- VO
- VUG
- HEFA
- VTI
- DBEF
Filing on Feb 14, 2025
Q4 2024
Rothschild Capital Partners, LLC
- AAPL
- AMZN
- JPM
- MSFT
- GOOGL
- XLK
- XLI
Filing on Feb 03, 2025
Q4 2024
Elite Wealth Management, Inc.
- MSFT
- NVDA
- AMZN
- AAPL
- GOOGL
- META
- ISRG
Filing on Jan 10, 2025
Q4 2024
Praetorian Wealth Management, Inc.
- IVW
- IVE
- VEA
- VOT
- VOE
- IVV
- VO
Filing on Feb 11, 2025
Q4 2024
Pacific Ridge Capital Partners, LLC
- BBSI
- NBN
- NGS
- BBW
- MCB
- HRTG
- NWPX
Filing on Jan 29, 2025
Q4 2024
Raab & Moskowitz Asset Management LLC
- AAPL
- VTI
- MGK
- MSFT
- COST
- TJX
- BRK-B