Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Milestone Investment Advisors LLC
- SPHQ
- SCHG
- SCHX
- VUG
- XMHQ
- FDVV
- SCHB
Filing on Jan 08, 2025
Q4 2024
Collective Family Office LLC
- JMUB
- BSJP
- AVUV
- FNDA
- DFAE
- VTV
- AVLV
Filing on Jan 31, 2025
Q4 2024
Financial Consulate, Inc
- SCHX
- SCHF
- FNDB
- MFDX
- DUHP
- SCHD
- VTIP
Filing on Jan 15, 2025
Q4 2024
Monarch Capital Management Inc
- MSFT
- AAPL
- WMT
- HD
- MRK
- MCD
- LKFN
Filing on Nov 04, 2024
Q3 2024
Oliver Lagore Vanvalin Investment Group
- SPY
- BIL
- IEI
- IEF
- GSST
- SPLG
- QQQM
Filing on Jan 28, 2025
Q4 2024
Iridian Asset Management LLC
- SPY
- TNL
- ACVA
- POST
- ELV
- LAD
- RTO
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Riggs Asset Managment Co. Inc.
- PAVE
- GLD
- AIRR
- NVDA
- AAPL
- IJH
- IWM
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Curtis Advisory Group, LLC
- SPY
- SCHG
- NVDA
- IWF
- VGT
- JEPI
- QQQ
Filing on Feb 06, 2025
Q4 2024
Amj Financial Wealth Management
- EAT
- AVGO
- SJNK
- BSCP
- META
- TJX
- ETN
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Ifrah Financial Services, Inc.
- TFLO
- IVW
- AAPL
- IJK
- SHY
- FLOT
- VEU
Filing on Feb 13, 2025
Q4 2024
Seaview Investment Managers LLC
- SPY
- QQQ
- AVGO
- NVDA
- AMZN
- GOOGL
- AAPL
Filing on Jan 24, 2025
Q4 2024
Family Investment Center, Inc.
- SPHQ
- SPMO
- JIRE
- AVUV
- XMHQ
- BIV
- BKLN
Filing on Feb 06, 2025
Q4 2024
Vantage Financial Partners, LLC
- ITOT
- AGG
- IVV
- IXUS
- DIVO
- IUSG
- IJH
Filing on Jan 24, 2025
Q4 2024
Inlet Private Wealth, LLC
- AAPL
- MSFT
- BRK-B
- MCK
- JPM
- CSCO
- GOOG
Filing on Feb 12, 2025
Q4 2024
Okabena Investment Services Inc
- VXUS
- VOO
- TGT
- VT
- EEM
- SPY
- MUB