Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
Barry Investment Advisors, LLC
- VYMI
- FNDF
- GDX
- DJD
- SPYD
- EMLP
- GUNR
Filing on Jan 29, 2025
Q4 2024
Filing on Nov 07, 2022
Q3 2022
Goldstein Munger & Associates
- IWB
- EFA
- IWM
- IAU
- VEA
- VWO
- IWF
Filing on Oct 29, 2024
Q3 2024
Filing on Jan 27, 2025
Q4 2024
Bay Harbor Wealth Management, LLC
- IVV
- IUSB
- DFAU
- VUG
- VEA
- VTV
- BNDX
Filing on Feb 13, 2023
Q4 2022
Filing on Oct 22, 2024
Q3 2024
Financial Insights, Inc.
- MSFT
- SPLG
- SCHD
- AAPL
- VUG
- DBEF
- QQQ
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Roberts Wealth Advisors, LLC
- AAPL
- JPST
- MSFT
- GOOG
- VB
- AMZN
- TT
Filing on Jan 13, 2025
Q4 2024
Wright Investors Service Inc
- AAPL
- MSFT
- NVDA
- AMZN
- META
- AVGO
- JPM
Filing on Jan 16, 2025
Q4 2024
Monterey Private Wealth, Inc.
- VTI
- VEA
- AAPL
- BRK-B
- VB
- DGRW
- EFA
Filing on Jan 23, 2025
Q4 2024
Kg&L Capital Management,Llc
- PG
- AAPL
- GOOGL
- AMZN
- JPM
- SPY
- MSFT
Filing on Feb 04, 2025
Q4 2024
Cws Financial Advisors, LLC
- SYK
- VOO
- IJR
- AAPL
- VXUS
- QQQ
- VUG
Filing on Feb 12, 2025
Q4 2024
Cornercap Investment Counsel Inc
- JNJ
- WFC
- META
- CSCO
- COP
- DIS
- JPM
Filing on Jan 16, 2025
Q4 2024
Prosperity Planning, Inc.
- ISTB
- VUG
- EFA
- DFAX
- VTIP
- IVE
- IGSB
Filing on Jan 14, 2025
Q4 2024
Pinnacle Bancorp, Inc.
- BRK-A
- VOO
- MSFT
- AAPL
- IJH
- BRK-B
- AMZN
Filing on Jan 13, 2025
Q4 2024
Enterprise Bank & Trust CO
- AGG
- IJH
- AAPL
- MSFT
- VNQ
- NVDA
- AMZN
Filing on Feb 14, 2025
Q4 2024
Brigade Capital Management, LP
- LQD
- TLT
- GLD
- CHK
- MLCO
- FWRD
- ECVT