Largest Portfolios by Value
Filing on Jan 31, 2025
Q4 2024
Capital Performance Advisors LLP
- DFAC
- DFAT
- DFUV
- DFIV
- AAPL
- IVV
- DFUS
Filing on Feb 11, 2025
Q4 2024
Wambolt & Associates, LLC
- AAPL
- NVDA
- MSFT
- EMXC
- AMZN
- GOOG
- VB
Filing on Jan 22, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Summit Wealth & Retirement Planning, Inc.
- MGC
- SCHG
- SCHV
- SCHF
- GLTR
- SCHA
- DBMF
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Us Advisors Wealth Management, LLC
- QQQ
- SPMO
- SCHV
- SCHG
- FBND
- COWZ
- AVUV
Filing on Apr 19, 2024
Q1 2024
Filing on Feb 06, 2025
Q4 2024
Tiff Advisory Services Inc
- NVDA
- XLF
- VT
- AAPL
- VFH
- XLK
- XLV
Filing on Jan 27, 2025
Q4 2024
Lion Street Advisors, LLC
- GIS
- QQQ
- COST
- VV
- AAPL
- SCHD
- VOO
Filing on Jan 15, 2025
Q4 2024
Galibier Capital Management Ltd.
- ENB
- AEM
- BNS
- CNQ
- CM
- NTR
- MFC
Filing on Jan 22, 2025
Q4 2024
Court Place Advisors, LLC
- MSFT
- URI
- ADP
- BRK-B
- JKHY
- XLK
- PG
Filing on Jan 27, 2025
Q4 2024
Measured Wealth Private Client Group, LLC
- RSP
- SPYV
- VYM
- GLD
- SPY
- XLK
- UPS
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Droms Strauss Advisors Inc
- IVV
- GSLC
- IVW
- IVE
- VTV
- QQQ
- IWO