Largest Portfolios by Value
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Reston Wealth Management LLC
- SPYG
- FNDX
- SPAB
- SPDW
- SPMD
- SMLF
- SPYV
Filing on Feb 04, 2025
Q4 2024
Keeler T Homas Management LLC
- IBDR
- IBDQ
- EFV
- BRK-B
- COST
- IBDS
- AAPL
Filing on Feb 10, 2025
Q4 2024
Cassady Schiller Wealth Management, LLC
- VTV
- VUG
- VOO
- PG
- VOE
- DFAE
- AAPL
Filing on Apr 30, 2024
Q1 2024
Filing on Feb 14, 2025
Q4 2024
Sio Capital Management, LLC
- ICLR
- MMS
- CI
- SNY
- ZBH
- ANNX
- TFX
Filing on Feb 01, 2023
Q4 2022
Capital Directions Investment Advisors, LLC
- SPYG
- IWM
- SLYG
- MUB
- IJK
- EFA
- IWV
Filing on Jan 31, 2025
Q4 2024
Laidlaw Wealth Management LLC
- BRK-B
- PLTR
- AAPL
- NVDA
- MSFT
- SHV
- VGSH
Filing on Jan 24, 2025
Q4 2024
Wj Wealth Management, LLC
- QUAL
- CGDV
- WINN
- NVDA
- IWY
- QQQ
- IBDR
Filing on Feb 11, 2025
Q4 2024
Blueshift Asset Management, LLC
- IWM
- SPY
- FIVE
- HIMS
- TSCO
- RL
- EFX
Filing on Jan 21, 2025
Q4 2024
Juncture Wealth Strategies, LLC
- VV
- DFUV
- SCHB
- DFAT
- SCHD
- SPYV
- AGG
Filing on Nov 02, 2023
Q3 2023
Triad Financial Advisors, Inc.
- DFAC
- IVW
- DFSD
- DFCF
- DFAI
- DUHP
- BSV
Filing on Nov 14, 2024
Q3 2024
Ghost Tree Capital, LLC
- XBI
- SRPT
- NVO
- BPMC
- AXSM
- TARS
- ROIV
Filing on Feb 14, 2025
Q4 2024
Summit Street Capital Management, LLC
- BRK-A
- IDCC
- TPL
- WBD
- UTHR
- CSCO
- CEIX
Filing on Feb 13, 2025
Q4 2024
Peachtree Investment Partners, LLC
- AAPL
- MSFT
- LLY
- VOO
- V
- SCHG
- COST
Filing on Feb 04, 2025
Q4 2024
Bhk Investment Advisors, LLC
- MGK
- MGV
- BND
- VBK
- VOT
- VBR
- VOE
Filing on Jan 16, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Fi3 Financial Advisors, LLC
- IVV
- IJR
- VEA
- SPY
- LLY
- AAPL
- HI