Largest Portfolios by Value
Filing on Feb 05, 2025
Q4 2024
Altrius Capital Management Inc
- TTE
- TM
- BTI
- BP
- DPSGY
- CNHI
- SNY
Filing on Feb 14, 2025
Q4 2024
Foyston, Gordon, & Payne Inc
- MSFT
- AVGO
- PM
- MSI
- META
- GOOGL
- ALSN
Filing on Feb 05, 2025
Q4 2024
Evergreen Advisors, LLC
- SCHB
- SCHF
- VCIT
- SCHD
- VGIT
- VMBS
- IJR
Filing on Feb 14, 2025
Q4 2024
Baldwin Investment Management, LLC
- AVGO
- AAPL
- NVDA
- MSFT
- JPM
- AMZN
- COST
Filing on Feb 13, 2025
Q4 2024
Manhattan West Asset Management, LLC
- CMF
- MSFT
- AMZN
- AAPL
- NVDA
- GOOGL
- MLN
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Cornerstone Wealth Advisors, Inc.
- SCHR
- VGSH
- SCHG
- VUG
- VTV
- VEA
- SCHV
Filing on Oct 04, 2022
Q3 2022
Bowling Portfolio Management LLC
- AAPL
- MSFT
- GOOGL
- AMZN
- SCHX
- BRKB
- PG
Filing on Jan 15, 2025
Q4 2024
Farmers & Merchants Trust CO Of Long Beach
- AAPL
- MSFT
- BRK-B
- AMZN
- COST
- GOOGL
- JPM
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Martin Investment Management, LLC
- CHKP
- NVO
- TM
- SONY
- ALC
- AAPL
- NVS
Filing on Feb 14, 2025
Q4 2024
Safeguard Investment Advisory Group, LLC
- DFAC
- DUHP
- QQQ
- SPY
- DFSV
- AAPL
- IHI
Filing on Feb 13, 2025
Q4 2024
Paulson Wealth Management Inc.
- IWF
- IWD
- EFA
- IWM
- AAPL
- VCSH
- SPY
Filing on Jan 14, 2025
Q4 2024
Winch Advisory Services, LLC
- SPTM
- AAPL
- NVDA
- VCIT
- AMZN
- VGSH
- MSFT
Filing on Jan 23, 2025
Q4 2024
Evernest Financial Advisors, LLC
- AAPL
- BRK-B
- MSFT
- GLDM
- IVV
- IJH
- VOO
Filing on Jan 27, 2025
Q4 2024
Fruth Investment Management
- GWW
- LIN
- MA
- XOM
- TSCO
- AAPL
- MSFT
Filing on Feb 14, 2025
Q4 2024
Knightsbridge Asset Management, LLC
- SPLG
- SPDW
- AAPL
- SPEM
- UAL
- MRVL
- DFAC
Filing on Feb 13, 2025
Q4 2024
Hanlon Investment Management, Inc.
- GLPI
- SGOV
- VUG
- VTV
- VEA
- VB
- DRI