Largest Portfolios by Value
Filing on Jan 14, 2025
Q4 2024
Richard P Slaughter Associates Inc
- QUAL
- XCEM
- JIRE
- IWY
- IQLT
- IYW
- GSSC
Filing on Feb 06, 2025
Q4 2024
Keystone Wealth Services, LLC
- IVV
- AAPL
- QQQ
- MSFT
- FJUN
- SPY
- COST
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Lester Murray Antman Dba Simply Rich
- AAPL
- GOOG
- USMV
- EEMV
- EFAV
- GOOGL
- MSFT
Filing on Feb 12, 2025
Q4 2024
Centric Wealth Management
- UPS
- SPLG
- AAPL
- HSUN
- COWZ
- PALC
- FTLS
Filing on Feb 13, 2025
Q4 2024
Nine Ten Capital Management LLC
- CLBT
- IRMD
- MGNI
- SNEX
- WINA
- SPNS
- AGYS
Filing on Jan 16, 2024
Q4 2023
Engrave Wealth Partners LLC
- XOM
- DSTL
- VOO
- VUG
- GSST
- BSCQ
- DEM
Filing on Jan 16, 2025
Q4 2024
Scott Capital Advisors, LLC
- VOO
- SCHD
- VUG
- VB
- QQQ
- BIV
- JPIE
Filing on Feb 14, 2025
Q4 2024
Ayal Capital Advisors LTD
- SPY
- QQQ
- MTUM
- GLNG
- OFIX
- ASTL
- NOA
Filing on Feb 14, 2025
Q4 2024
Goldstream Capital Management LTD
- QQQ
- QQQ
- NVDA
- META
- AMZN
- MSFT
- AAPL
Filing on Jan 16, 2025
Q4 2024
Filing on Nov 15, 2023
Q3 2023
Kb Financial Partners, LLC
- GSLC
- IVV
- MBB
- DGRW
- GSIE
- JPST
- IAU
Filing on Feb 05, 2025
Q4 2024
Vela Investment Management, LLC
- SPY
- KEX
- HUBG
- GOOGL
- BRK-B
- GHC
- NVDA
Filing on Oct 08, 2024
Q3 2024
Filing on Jan 17, 2025
Q4 2024
Filing on Oct 25, 2023
Q3 2023
Cornerstone Retirement Group, Inc.
- SPY
- IEF
- SHV
- AGG
- ITOT
- IXUS
- IAGG
Filing on Jan 23, 2025
Q4 2024
Dumont & Blake Investment Advisors LLC
- SPY
- QQQ
- AAPL
- RSP
- MSFT
- MDY
- DVY
Filing on Feb 12, 2025
Q4 2024