Largest Portfolios by Value
Filing on Jan 14, 2025
Q4 2024
Mps Loria Financial Planners, LLC
- IWB
- AAPL
- VB
- IEMG
- IWV
- SCHP
- PGR
Filing on Nov 01, 2024
Q3 2024
Source Financial Advisors LLC
- UBER
- SPY
- MKTX
- IVV
- GOVT
- VTI
- IXUS
Filing on Feb 14, 2025
Q4 2024
Deer Management Co. LLC
- RKLB
- LAW
- OKTA
- FVRR
- KYMR
- SPIR
- TCRX
Filing on Feb 13, 2025
Q4 2024
Harspring Capital Management, LLC
- CCOI
- AMZN
- META
- ENVA
- IAC
- GOOG
- NWSA
Filing on Feb 13, 2025
Q4 2024
Thames Capital Management LLC
- META
- SPOT
- NVDA
- MA
- MSFT
- AGX
- CRM
Filing on Feb 13, 2025
Q4 2024
Goodman Advisory Group, LLC
- SPLG
- JVAL
- PZA
- SPYV
- VTEB
- PRF
- NVDA
Filing on Jan 22, 2025
Q4 2024
Twelve Points Wealth Management LLC
- BIL
- SGOV
- FLTR
- ASA
- RFG
- VTIP
- FPE
Filing on Jan 20, 2023
Q4 2022
Lehman & Derafelo Financial Resources LLC
- NEE
- LBAY
- NEP
- BRK-B
- AMZN
- PFE
- FDRR
Filing on Feb 14, 2025
Q4 2024
Prosight Management, LP
- GLPG
- ACHC
- BBIO
- MGTX
- ABCL
- ADCT
- MIRM
Filing on Jan 15, 2025
Q4 2024
Helen Stephens Group, LLC
- QUAL
- DFUS
- DFIC
- DFAC
- IUSG
- JCPB
- DFAT
Filing on Feb 06, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Compton Financial Group, LLC
- SPYG
- AGG
- IEFA
- SPYV
- VTIP
- IJR
- IAGG
Filing on Jan 16, 2025
Q4 2024
Mandatum Life Insurance CO LTD
- IVV
- META
- VOO
- GOOGL
- MSFT
- JPM
- CSCO
Filing on Jan 17, 2025
Q4 2024
Astoria Strategic Wealth, Inc.
- VTI
- IXUS
- BND
- VTEB
- ITOT
- IGSB
- IVE
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Cim Investment Management Inc
- IVV
- IJH
- NVDA
- IJR
- AAPL
- MSFT
- IEFA
Filing on Feb 18, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Home Federal Bank Of Tennessee
- IVV
- IVE
- LLY
- IJS
- AAPL
- MSFT
- HD