Largest Portfolios by Value
Filing on Jan 14, 2025
Q4 2024
Moseley Investment Management Inc
- AAPL
- IBTF
- NVDA
- AMZN
- AVGO
- MSFT
- BRK-B
Filing on Jan 27, 2025
Q4 2024
Centennial Wealth Advisory LLC
- BUFD
- SPYG
- BUFR
- BUFQ
- AVIG
- BUFG
- BUFT
Filing on Feb 14, 2025
Q4 2024
Maytus Capital Management, LLC
- AMZN
- MSFT
- MA
- ADI
- SNOW
- CSCO
- CRM
Filing on Feb 05, 2025
Q4 2024
Private Wealth Advisors, LLC
- GLD
- GLD
- XLV
- XLP
- XLK
- XLB
- VTV
Filing on Feb 14, 2025
Q4 2024
Vista Investment Management
- VCSH
- BSCS
- VGT
- JAAA
- SPIB
- BSCU
- QUAL
Filing on Feb 11, 2025
Q4 2024
Excalibur Management Corp
- CSL
- AAPL
- MSFT
- BRK-B
- JPM
- JNJ
- META
Filing on Feb 05, 2025
Q4 2024
Argyle Capital Management Inc.
- MSFT
- LLY
- JPM
- MCK
- PNC
- MRK
- IBM
Filing on Feb 11, 2025
Q4 2024
Stevens Capital Management LP
- CME
- MSFT
- GOOGL
- COST
- AVGO
- PEP
- FDX
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Baker Tilly Wealth Management, LLC
- VOO
- IJH
- NVDA
- MSFT
- QQQ
- AAPL
- VTV
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Oct 30, 2024
Q3 2024
Filing on Oct 21, 2024
Q3 2024
Graybill Bartz & Assoc LTD
- AAPL
- GOOGL
- GLD
- IEF
- RTX
- BRK-B
- SHY
Filing on Feb 10, 2025
Q4 2024
Stelac Advisory Services LLC
- PLD
- GOOGL
- NVDA
- SPY
- VGK
- VOO
- BIL
Filing on Feb 11, 2025
Q4 2024
Tieton Capital Management, LLC
- UIHC
- CUBI
- CDXC
- ENVA
- AVNW
- BBSI
- ADTN
Filing on Jul 20, 2022
Q2 2022