Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Metropolitan Life Insurance CO
- SPY
- AGG
- IWM
- USIG
- EFA
- EEM
- HYG
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Bennett Selby Investments LP
- AAPL
- GOOG
- META
- BKNG
- V
- FND
- BRK-B
Filing on Dec 12, 2024
Q3 2024
Brass Tax Wealth Management, Inc
- VOO
- VTI
- VB
- IVE
- DGRO
- AAPL
- BUFD
Filing on Jan 11, 2023
Q4 2022
Filing on Jan 16, 2025
Q4 2024
My Legacy Advisors, LLC
- IUSB
- IVV
- AAPL
- MSFT
- SPLG
- HYG
- SHYG
Filing on Feb 14, 2025
Q4 2024
Nut Tree Capital Management, LP
- BRSP
- AVAH
- CSTM
- XPOF
- TSE
- SATS
- COMM
Filing on Feb 14, 2024
Q4 2023
Nine Point Two Capital LLC
- SCHP
- EMLC
- TIP
- HYLB
- VYM
- PDBC
- DVY
Filing on Jan 22, 2025
Q4 2024
Level Financial Advisors, Inc.
- VOO
- VGSH
- VEA
- BSV
- VCSH
- DUHP
- VMBS
Filing on Jan 21, 2025
Q4 2024
Carmel Capital Management L.L.C.
- AVGO
- VST
- JPM
- AMAT
- AAPL
- NXPI
- EWBC
Filing on Feb 13, 2025
Q4 2024
Shaker Financial Services, LLC
- STEW
- CET
- RMT
- ASG
- CSQ
- SPY
- TY
Filing on Feb 14, 2025
Q4 2024
Pinnacle Financial Group, LLC
- PRF
- DFIC
- DTD
- DFAC
- DFEM
- VYM
- SPY
Filing on Jan 14, 2025
Q4 2024
Roth Financial Partners LLC
- IVV
- IEFA
- SPY
- IJR
- RSP
- VOO
- VTEB
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Town & Country Bank & Trust CO Dba First Bankers Trust CO
- AVGO
- MSFT
- AAPL
- LLY
- PM
- ABT
- MRK
Filing on Feb 10, 2025
Q4 2024
R Pg Family Wealth Advisory, LLC
- JPST
- AMZN
- AAPL
- META
- HWM
- NVDA
- V
Filing on Feb 14, 2025
Q4 2024
East Coast Asset Management, Llc.
- GOOG
- TDG
- META
- TSLA
- BRK-B
- MA
- AMZN
Filing on Jan 08, 2025
Q4 2024