Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Stewardship Advisors, LLC
- IVV
- QQQM
- RWL
- SPAB
- SUSA
- IMFL
- GTO
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Big Sur Wealth Management LLC
- SPY
- BRK-A
- AAPL
- IWV
- NVDA
- BX
- VGK
Filing on Jan 21, 2025
Q4 2024
Neumann Advisory Hong Kong LTD
- TSLA
- META
- API
- GOOGL
- ESTC
- NVTS
- MRNA
Filing on Feb 10, 2025
Q4 2024
Glynn Capital Management LLC
- OSCR
- NOW
- CRWD
- NET
- TSM
- DDOG
- NU
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 13, 2023
Q3 2023
Berry Street Capital Management LLP
- TLT
- SGEN
- ATVI
- VMW
- CPRI
- QQQ
- ACI
Filing on Jan 06, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Oak Harbor Wealth Partners, LLC
- VOO
- AGG
- AAPL
- VO
- SCHD
- COST
- PEN
Filing on Jan 17, 2025
Q4 2024
Verde Capital Management
- ESGV
- MOAT
- QQQM
- FNDF
- IJH
- HEFA
- QQQ
Filing on Jan 22, 2025
Q4 2024
Aspire Capital Advisors LLC
- VOO
- DGRW
- SCHD
- IWY
- MSFT
- RWL
- BND
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
New Harbor Financial Group, LLC
- RSP
- GDX
- XLU
- TLT
- HGER
- EMXC
- XLF
Filing on Jan 15, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Prentice Wealth Management LLC
- VTI
- AGG
- VT
- FLHY
- VWO
- EQWL
- VYM
Filing on Jan 28, 2025
Q4 2024
Filing on May 04, 2023
Q1 2023
Andesa Financial Management Inc.
- AAPL
- MSFT
- DIVO
- ETN
- QEFA
- IVV
- JPM