Largest Portfolios by Value
Filing on Apr 17, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Droms Strauss Advisors Inc
- IVV
- GSLC
- IVE
- IVW
- VTV
- QQQ
- IWO
Filing on Apr 24, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Wambolt & Associates, LLC
- AAPL
- NVDA
- MSFT
- EMXC
- VB
- BRK-B
- AMZN
Filing on May 08, 2025
Q1 2025
Strategic Family Wealth Counselors, L.L.C.
- RBLX
- SCHD
- SCHG
- SPY
- VYM
- SCHX
- CGGR
Filing on Apr 21, 2025
Q1 2025
Sterling Investment Counsel, LLC
- IVW
- JEPI
- QQQM
- CGXU
- AAPL
- IJH
- IVV
Filing on Jan 17, 2024
Q4 2023
J Arnold Wealth Management CO
- VOO
- QQQ
- AAPL
- IHI
- AMZN
- ISRG
- FXL
Filing on May 13, 2025
Q1 2025
Filing on Apr 18, 2025
Q1 2025
Wolf Group Capital Advisors
- XLG
- HAWX
- VLUE
- FTGC
- VTV
- AAPL
- ONEV
Filing on Apr 25, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Investment Advisory Group, LLC
- VYM
- VUG
- DFAC
- IJR
- IVV
- DFUS
- AAPL
Filing on May 13, 2025
Q1 2025
Filing on Apr 08, 2025
Q1 2025
S.E.E.D. Planning Group LLC
- AAPL
- AMZN
- MOAT
- NEE
- META
- ENB
- GOOGL
Filing on May 27, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Provident Wealth Management, LLC
- TSPA
- COWZ
- SCHG
- DGRO
- SCHX
- VOE
- VOT
Filing on Feb 13, 2024
Q4 2023