Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
Vert Asset Management LLC
- WELL
- DLR
- EQIX
- SPG
- PLD
- AMT
- EXR
Filing on Jan 17, 2024
Q4 2023
J Arnold Wealth Management CO
- VOO
- QQQ
- AAPL
- IHI
- AMZN
- ISRG
- FXL
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Valley Forge Investment Consultants Inc Adv
- IVV
- IEFA
- SCHX
- IJH
- IJR
- SCHB
- SCHM
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Running Point Capital Advisors, LLC
- BIL
- QQQ
- IEMG
- QQQM
- VOO
- QUAL
- FDLO
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Chesapeake Wealth Management
- AGG
- MSFT
- AAPL
- VCSH
- XLK
- NVDA
- SCHF
Filing on Feb 13, 2024
Q4 2023
Filing on Jan 14, 2025
Q4 2024
Outlook Wealth Advisors, LLC
- BMAR
- IVV
- QMAR
- FMAR
- QQQ
- VTV
- HYDB
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Baker Boyer National Bank
- VTEB
- DFAC
- DFAX
- DFUV
- FBND
- DFIV
- VGIT
Filing on Jan 30, 2025
Q4 2024
Highland Financial Advisors, LLC
- SPLG
- QQQM
- AVUS
- DFAU
- VONG
- AVDE
- AVIG
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Spectrum Financial Alliance LTD LLC
- BA
- BAC
- C
- QCOM
- LMT
- DE
- GE