Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
American Financial Group Inc 401(K) Retirement & Savings Plan
- AFG
Filing on Jan 28, 2025
Q4 2024
Quattro Financial Advisors LLC
- MSFT
- CRM
- XLG
- AMZN
- QQQ
- RSP
- GOOGL
Filing on Nov 14, 2024
Q3 2024
Semmax Financial Advisors Inc.
- SCHI
- FLOT
- VUG
- VOO
- IEF
- JPM
- NEAR
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Wiser Wealth Management, Inc
- VOO
- JCPB
- VEA
- COWZ
- VGT
- BNDX
- SLQD
Filing on Jan 15, 2025
Q4 2024
Whitener Capital Management, Inc.
- AAPL
- JPM
- GOOGL
- MSFT
- WMT
- AMZN
- NVDA
Filing on Jan 30, 2025
Q4 2024
Waypoint Wealth Partners Inc.
- AVUS
- DFAC
- AVDE
- AVEM
- DFIC
- UPS
- ESGU
Filing on Feb 03, 2025
Q4 2024
Wealth Bridge Capital Management, LLC
- IVV
- RSP
- SPY
- BRK-B
- BKLC
- AAPL
- QQQ
Filing on Jan 22, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Smith & Howard Wealth Management, LLC
- AGG
- VTI
- IEFA
- JMUB
- VTV
- BND
- VEA
Filing on Feb 03, 2025
Q4 2024
Boyd Watterson Asset Management LLC
- IGSB
- SPY
- MSFT
- IGIB
- AVGO
- GOOGL
- VCLT
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Childress Capital Advisors, LLC
- FDVV
- XOM
- JEPI
- SPY
- COP
- AAPL
- NVDA
Filing on Feb 14, 2025
Q4 2024
Liberty Mutual Group Asset Management Inc.
- VOO
- BKLN
- DXJ
- AMPS
- AFRM
- WEAV
- CRGY