Largest Portfolios by Value

Filing on Nov 12, 2024 Q3 2024

Landaas & CO

  • VTI
  • IWD
  • QUAL
  • TFLO
  • STLG
  • VOO
  • IWF
Landaas & CO 's Q3 2024 Portfolio
Portfolio Value 357 Million
Stocks 89
Filing on Jun 11, 2024 Q1 2024

Cypress Asset Management Inc

  • MSFT
  • NVDA
  • AAPL
  • LLY
  • JPM
  • AMZN
  • PEP
Cypress Asset Management Inc's Q1 2024 Portfolio
Portfolio Value 357 Million
Stocks 110
Filing on Jan 22, 2025 Q4 2024

Better Wealth, LLC

  • DFAC
  • AAPL
  • DFAX
  • BIV
  • BSV
  • AVRE
  • DUHP
Better Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 68
Filing on Jan 29, 2025 Q4 2024

Aries Wealth Management

  • AAPL
  • VUG
  • MSFT
  • VB
  • SPY
  • VO
  • EFA
Aries Wealth Management's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 223
Filing on Feb 11, 2025 Q4 2024

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VIS
  • SPSM
Berkeley Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 174
Filing on Feb 04, 2025 Q4 2024

Oakwell Private Wealth Management, LLC

  • VTI
  • VEA
  • DFEM
  • IJR
  • AVUV
  • ITOT
  • VCIT
Oakwell Private Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 60
Filing on Jan 30, 2025 Q4 2024

Monument Capital Management

  • ITOT
  • VEA
  • QQQ
  • MSFT
  • AAPL
  • USHY
  • EMB
Monument Capital Management's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 198
Filing on Feb 06, 2025 Q4 2024

Wealth Advisory Solutions, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • LLY
  • AMZN
Wealth Advisory Solutions, LLC's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 127
Filing on Jan 31, 2025 Q4 2024

Northstar Asset Management Inc

  • AAPL
  • MSFT
  • COST
  • SYK
  • GOOGL
  • ADP
  • TJX
Northstar Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 58
Filing on Jul 26, 2022 Q2 2022

Bt Wealth Management LLC

  • IWB
  • IVV
  • VIG
  • RSP
  • IWF
  • HDV
  • VGSH
Bt Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 356 Million
Stocks 65
Filing on Feb 11, 2025 Q4 2024

Vickerman Investment Advisors, Inc.

  • PULS
  • SGOV
  • XLK
  • BOND
  • IXN
  • XLC
  • XLE
Vickerman Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 68
Filing on May 18, 2023 Q1 2023

Hnp Capital LLC

  • VTIP
  • VGSH
  • IGSB
  • VRIG
  • VMBS
  • RSP
  • SHYG
Hnp Capital LLC's Q1 2023 Portfolio
Portfolio Value 356 Million
Stocks 128
Filing on Feb 07, 2025 Q4 2024

Founders Financial Alliance, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • PULS
  • BIL
  • XLE
Founders Financial Alliance, LLC's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 576
Filing on Jan 21, 2025 Q4 2024

Lantz Financial LLC

  • IVV
  • CGXU
  • HDV
  • MSFT
  • VTI
  • BJUN
  • AAPL
Lantz Financial LLC's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 227
Filing on Feb 05, 2025 Q4 2024

Xcel Wealth Management, LLC

  • RH
  • AMZN
  • GOOGL
  • BAC
  • AAPL
  • JPM
  • NVDA
Xcel Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 126
Filing on Nov 08, 2024 Q3 2024

Darwin Advisors, LLC

  • AFIF
  • MGK
  • EFA
  • AAPL
  • QQQ
  • UCON
  • LMBS
Darwin Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 356 Million
Stocks 648
Filing on Jan 29, 2025 Q4 2024

Augustine Asset Management Inc

  • APP
  • AAPL
  • MSFT
  • TSM
  • IBN
  • AAAU
  • JPM
Augustine Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 107
Filing on Jan 14, 2025 Q4 2024

First Pacific Financial

  • VUG
  • OEF
  • MDYV
  • FNDA
  • VCIT
  • NUBD
  • GMF
First Pacific Financial's Q4 2024 Portfolio
Portfolio Value 355 Million
Stocks 400