Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Vectors Research Management, LLC
- RSP
- VRIG
- VMBS
- BND
- VOO
- MSFT
- AAPL
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Westbourne Investment Advisors, Inc.
- AAPL
- MSFT
- GOOGL
- META
- UBER
- BAC
- GS
Filing on Feb 04, 2025
Q4 2024
Morgan Rosel Wealth Management, LLC
- VTI
- SCHF
- SPY
- ITOT
- USMV
- SCHE
- IAUM
Filing on Jan 29, 2025
Q4 2024
Pathway Financial Advisers, LLC
- AVGO
- EPD
- JPM
- DUK
- OKE
- AAPL
- ABBV
Filing on Jan 24, 2025
Q4 2024
Adamsbrown Wealth Consultants LLC
- SCHD
- CGGR
- CGCP
- QQQM
- HEFA
- IHDG
- XMHQ
Filing on Jan 15, 2025
Q4 2024
Sandbox Financial Partners, LLC
- AAPL
- VUG
- MSFT
- AMZN
- SPY
- JEPI
- SNOW
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Alight Capital Management LP
- NVDA
- AMZN
- MSFT
- IWM
- NFLX
- CRM
- HUBS
Filing on Jan 17, 2025
Q4 2024
Investment Advisory Group, LLC
- VUG
- VYM
- DFAC
- IJR
- IVV
- DFUS
- AAPL
Filing on Jan 16, 2025
Q4 2024
Courage Miller Partners, LLC
- SCHX
- ISTB
- SCHF
- IGSB
- SCHO
- BND
- SCHM
Filing on Jan 15, 2025
Q4 2024
Bnc Wealth Management, LLC
- NVDA
- AAPL
- AMZN
- TSLA
- MSFT
- GOOGL
- META
Filing on Feb 12, 2025
Q4 2024
Nicollet Investment Management, Inc.
- AMZN
- MSFT
- AAPL
- GOOG
- META
- V
- NVDA
Filing on Feb 03, 2025
Q4 2024
O'Brien Greene & Co. Inc
- AAPL
- BRK-B
- IBKR
- WMT
- EOG
- PHYS
- MSFT
Filing on Feb 14, 2025
Q4 2024
Alta Fundamental Advisers LLC
- GCI
- LAZY
- BOWL
- PEG
- ACHR
- AMR
- BTU
Filing on Jan 06, 2025
Q4 2024
Shanker Valleau Wealth Advisors, Inc.
- DFAC
- ORCL
- DFAX
- DFUV
- VCSH
- DFIV
- AVRE
Filing on Jan 21, 2025
Q4 2024
Strategic Investment Management, LLC
- IVV
- IWV
- IEMG
- AGG
- IEFA
- GSG
- EMXC