Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Old Point Trust & Financial Services N A
- MSFT
- XOM
- AAPL
- COP
- PG
- RTX
- JNJ
Filing on May 06, 2025
Q1 2025
Vista Private Wealth Partners. LLC
- SCHG
- SCHV
- IBTF
- SCHM
- SCHF
- IBTG
- IBTH
Filing on Apr 23, 2025
Q1 2025
Wealth Management Resources, Inc.
- SPHQ
- FBND
- IEF
- SCHD
- SPYG
- IHDG
- ISTB
Filing on Apr 23, 2025
Q1 2025
Sage Financial Management Group, Inc.
- BIV
- IVV
- VEU
- SCHX
- VCSH
- BSV
- SPYG
Filing on Apr 22, 2024
Q1 2024
First Purpose Wealth LLC
- DFAU
- DFAC
- DFAI
- DFCF
- BND
- DFAE
- DFAR
Filing on Apr 11, 2025
Q1 2025
Sandbox Financial Partners, LLC
- AAPL
- VUG
- MSFT
- AMZN
- JEPI
- SPY
- VTV
Filing on Apr 11, 2025
Q1 2025
Wealth Bridge Investment Counsel Inc.
- JPM
- V
- GS
- ORCL
- EFA
- AMZN
- EEM
Filing on May 12, 2025
Q1 2025
Bill Few Associates, Inc.
- AAPL
- MSFT
- NVDA
- JPM
- ABBV
- TJX
- GOOG
Filing on May 13, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Glassy Mountain Advisors, Inc.
- DFAX
- AAPL
- BRK-B
- MSFT
- ICSH
- URI
- AVGO
Filing on May 14, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Cypress Point Wealth Management, LLC
- PLTR
- DFAC
- DFIC
- DFUS
- VTI
- VOO
- DFAU
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Jan 03, 2024
Q4 2023
Eisner Amper Wealth Management Corporate Benefits, LLC
- AGG
- VIG
- IVV
- IVW
- VIGI
- SDY
- DGS
Filing on May 15, 2025
Q1 2025
Gcm Grosvenor Holdings, LLC
- SHEN
- AMZN
- AER
- SCHW
- ELV
- TRU
- ABG
Filing on May 07, 2025
Q1 2025
Accretive Wealth Partners, LLC
- IJH
- AAPL
- IWF
- VIG
- VYM
- GLDM
- IAU
Filing on Feb 16, 2024
Q4 2023
Spouting Rock Asset Management, LLC
- AMZN
- MA
- NVDA
- UNH
- GOOG
- ADBE
- ISRG