Largest Portfolios by Value
Filing on Nov 12, 2024
Q3 2024
Acima Private Wealth, LLC
- IVV
- GSLC
- IJH
- IEMG
- JCPB
- GTO
- BOND
Filing on Nov 14, 2024
Q3 2024
Sea Cliff Partners Management, LP
- NABL
- NICE
- UDMY
- COTY
- AZEK
- PLAY
- JBT
Filing on Oct 15, 2024
Q3 2024
Flagstone Financial Management
- DFUS
- IGIB
- SPDW
- SPSB
- SPTI
- BNDX
- AVUV
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Caden Capital Partners, LP
- CCI
- PCG
- IFF
- HUM
- DHR
- STE
- UNH
Filing on Oct 22, 2024
Q3 2024
Arcataur Capital Management LLC
- IVV
- IJR
- IJH
- VEA
- VWO
- QQQ
- SCHX
Filing on Nov 13, 2024
Q3 2024
Legacy Financial Group, Inc.
- VUG
- AVUS
- DFAC
- DFUV
- DFAI
- DFSD
- DFAX
Filing on Oct 28, 2024
Q3 2024
Fairfield Financial Advisors, LTD
- QQQ
- XLK
- LLY
- AAPL
- AMZN
- GOOGL
- BRK-B
Filing on Nov 14, 2024
Q3 2024
Ayal Capital Advisors LTD
- SPY
- MDU
- B
- GLNG
- OFIX
- BKD
- CVCO
Filing on Nov 12, 2024
Q3 2024
Borer Denton & Associates, Inc.
- MSFT
- BRK-B
- COST
- AAPL
- HD
- NVO
- ABBV
Filing on Nov 01, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 03, 2024
Q3 2024
Cjm Wealth Advisers, Ltd.
- VOO
- QQQ
- IJH
- IJR
- VTV
- BRK-B
- IWF
Filing on Oct 10, 2024
Q3 2024
Westend Capital Management, LLC
- NVDA
- AAPL
- META
- GE
- CCJ
- FLR
- MSFT
Filing on Oct 22, 2024
Q3 2024
Ruedi Wealth Management, Inc.
- DFAC
- DFSD
- DFUS
- DFUV
- DFAT
- DFAX
- DFIV
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 29, 2024
Q3 2024
Olympus Wealth Management, LLC
- SPY
- IEFA
- VOO
- SCHD
- IEMG
- GLD
- DBC
Filing on Nov 14, 2024
Q3 2024
Jrm Investment Counsel, LLC
- BRK-B
- AVUS
- VEA
- AVLV
- AVEM
- AVUV
- BRK-A