Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Cutler Capital Management, LLC
- MET
- AEM
- TSBK
- EXSR
- ET
- SHEL
- PFE
Filing on Jan 03, 2025
Q4 2024
First City Capital Management, Inc.
- MSFT
- HD
- SPY
- MGMT
- LLY
- KO
- VOO
Filing on Nov 14, 2024
Q3 2024
New Vernon Capital Holdings Ii LLC
- IVV
- EPI
- IBN
- HDB
- INFY
- EWT
- VWO
Filing on Feb 06, 2024
Q4 2023
Provence Wealth Management Group
- IVV
- SPY
- AAPL
- IUSB
- MSFT
- QUAL
- NVDA
Filing on Aug 10, 2023
Q2 2023
Heron Financial Group, LLC
- VUG
- VOO
- EFAV
- IWR
- IWP
- IJJ
- VYM
Filing on Jan 14, 2025
Q4 2024
Capstone Wealth Management Group, LLC
- BSCQ
- SHV
- GSY
- VYM
- SPLB
- AVGO
- TFLO
Filing on Jan 29, 2025
Q4 2024
R. W. Roge & Company, Inc.
- VOO
- VUG
- VTV
- SPTL
- SCHX
- GLDM
- IUSB
Filing on Oct 10, 2024
Q3 2024
Filing on Jan 30, 2025
Q4 2024
Santa Monica Partners LP
- MA
- BCPC
- BR
- GRMN
- BELFB
- BRK-A
- BELFA
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Carl Stuart Investment Advisor, Inc
- VTI
- IAU
- VOO
- VXUS
- VTWV
- RJF
- VOT
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Sightline Wealth Advisors, LLC
- RSP
- BND
- VTV
- SCHF
- SCHA
- SCHM
- VUG
Filing on Nov 04, 2024
Q3 2024
Jupiter Wealth Management LLC
- GOOGL
- MSFT
- AAPL
- NVDA
- SPY
- HD
- AMZN
Filing on Feb 06, 2025
Q4 2024
Delphi Financial Group, Inc.
- VTI
- ET
- SHYG
- JAAA
- MPLX
- TSM
- LNG
Filing on Jan 31, 2023
Q4 2022