Largest Portfolios by Value
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Montgomery Investment Management Inc
- URI
- VSEC
- TFC
- AAPL
- NVR
- DE
- COP
Filing on Jan 07, 2025
Q4 2024
Gp Brinson Investments LLC
- VTI
- VEA
- AGG
- EPD
- VWO
- FSK
- AAPL
Filing on Jan 14, 2025
Q4 2024
Henrickson Nauta Wealth Advisors, Inc.
- DFAC
- UFPI
- AVUS
- DFIC
- AVDE
- DFAT
- AVDV
Filing on Feb 11, 2025
Q4 2024
Berkshire Capital Holdings Inc
- NVDA
- TSLA
- AMZN
- TSM
- AVGO
- META
- HOOD
Filing on Jan 16, 2025
Q4 2024
Purus Wealth Management, LLC
- NVDA
- COST
- ISRG
- AAPL
- AMZN
- AVGO
- WM
Filing on Feb 05, 2025
Q4 2024
Peloton Wealth Strategists
- AMZN
- GOOGL
- MA
- CRM
- JPM
- IBDT
- IBDQ
Filing on Jan 13, 2025
Q4 2024
Tealwood Asset Management Inc
- AVGO
- AAPL
- META
- GOOGL
- MSFT
- POWW
- APO
Filing on Feb 10, 2025
Q4 2024
Valtinson Bruner Financial Planning LLC
- EDV
- BUFR
- SPLG
- ICSH
- SPYV
- BUFQ
- BMAY
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Adaptive Financial Consulting, LLC
- AGG
- VCSH
- IVV
- USMV
- IVW
- QQQ
- VCR
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Camarda Financial Advisors, LLC
- XLF
- IYZ
- XLU
- IYC
- IVW
- SPY
- DIA
Filing on Nov 14, 2022
Q3 2022
Filing on Nov 12, 2024
Q3 2024
Filing on Feb 06, 2025
Q4 2024
Investment Partners, Ltd.
- IWF
- IWD
- MSFT
- VEA
- AAPL
- NVDA
- VWO