Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Cardinal Strategic Wealth Guidance
- IVV
- IUSG
- QUAL
- MUB
- EFG
- EFV
- EMXC
Filing on Jan 13, 2025
Q4 2024
New Capital Management LP
- DFAC
- DFAX
- BRK-B
- AAPL
- AGG
- STIP
- DFCF
Filing on Feb 11, 2025
Q4 2024
Filing on Nov 14, 2023
Q3 2023
Filing on Jan 28, 2025
Q4 2024
Platform Technology Partners
- AAPL
- MSFT
- AMZN
- APO
- NVDA
- SCHD
- IVV
Filing on Jan 21, 2025
Q4 2024
Eclectic Associates Inc
- BNDX
- VIG
- CGXU
- CGGR
- XLK
- AAPL
- FYC
Filing on Jan 14, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Afg Fiduciary Services Limited Partnership
- SPY
- MINT
- IJH
- AMZN
- QQQ
- IJR
- GLD
Filing on Jan 30, 2025
Q4 2024
Game Plan Financial Advisors, LLC
- BRK-A
- AAPL
- GOOG
- NVDA
- AMZN
- SCHV
- MSFT
Filing on Jan 27, 2025
Q4 2024
Benchmark Financial Wealth Advisors, LLC
- SPY
- VTI
- SCHF
- ITOT
- COWZ
- IWY
- IJR
Filing on Jan 17, 2025
Q4 2024
Hudson Capital Management LLC
- BOND
- AGG
- IEFA
- IJK
- BSCP
- LQD
- MBB
Filing on Jan 21, 2025
Q4 2024
Shilanski & Associates, Inc.
- SPY
- SCHB
- FNDF
- SPHD
- SPYG
- TIP
- JNK
Filing on Jan 15, 2025
Q4 2024
Butensky & Cohen Financial Security, Inc
- AAPL
- AMZN
- KMI
- GOOGL
- JPM
- BK
- V
Filing on Feb 11, 2025
Q4 2024
Pacifica Capital Investments, LLC
- BRK-B
- FIVE
- BBW
- SBUX
- ASO
- BRK-A
- GOOG
Filing on Feb 05, 2025
Q4 2024
Roanoke Asset Management Corp
- MA
- NVDA
- MSFT
- AMD
- META
- AMAT
- HD
Filing on Jan 13, 2025
Q4 2024
Parisi Gray Wealth Management
- VOO
- QQQ
- VTI
- NVDA
- IVV
- AAPL
- MSFT
Filing on Feb 13, 2025
Q4 2024
Whetstone Capital Advisors, LLC
- NET
- GOOG
- AMZN
- MNDY
- TOST
- CTV
- PAYC