Largest Portfolios by Value
Filing on Jan 29, 2025
Q4 2024
Morris Financial Concepts, Inc.
- IVV
- SCHX
- IJR
- IEFA
- ISTB
- SHY
- SCHA
Filing on Jan 17, 2025
Q4 2024
Phoenix Wealth Advisors
- JPST
- JMST
- MSFT
- AAPL
- ISCF
- DIVO
- IUSG
Filing on Jan 22, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Wealth Advisors Of Tampa Bay, LLC
- AVGO
- AAPL
- WMT
- MSFT
- AMZN
- WM
- GS
Filing on Feb 04, 2025
Q4 2024
Security Benefit Life Insurance CO
- SEAT
- TLT
- RSTN
- VMBS
- IVV
- VEA
- VWO
Filing on Jan 31, 2025
Q4 2024
Keating Investment Counselors Inc
- STIP
- BIL
- AEM
- OII
- GOLD
- TTE
- SU
Filing on Jan 29, 2025
Q4 2024
Dhjj Financial Advisors, Ltd.
- QQQ
- IJH
- SCHD
- SCHG
- IWM
- IWF
- FVD
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Wealth Management Partners, LLC
- NVDA
- QQQ
- AAPL
- IVV
- IAU
- MSFT
- FDN
Filing on Nov 13, 2023
Q3 2023
Filing on Feb 05, 2025
Q4 2024
Mma Asset Management LLC
- IVE
- SPYG
- IVV
- EFV
- VCIT
- SPLG
- EFG
Filing on Jan 13, 2025
Q4 2024
Elmwood Wealth Management, Inc.
- USFR
- TFLO
- VEA
- TOTL
- SUB
- AAPL
- JPST
Filing on Feb 06, 2025
Q4 2024
Gpm Growth Investors, Inc.
- MSFT
- GOOGL
- SCHG
- AAPL
- BSCS
- AMZN
- COST
Filing on Feb 07, 2025
Q4 2024
Solitude Financial Services
- BRK-B
- SPY
- FNDA
- FNDX
- FNDF
- KNG
- BUFR
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Spreng Capital Management, Inc.
- IVV
- SCHG
- VUG
- SCHD
- VIG
- MSFT
- VYM
Filing on Feb 06, 2025
Q4 2024
Straight Path Wealth Management
- TSLA
- DFAC
- DFIC
- MTUM
- IMTM
- DFEM
- BSCQ