Largest Portfolios by Value
Filing on Jan 31, 2023
Q4 2022
Filing on Feb 12, 2025
Q4 2024
Ivy Lane Capital Management, LLC
- GOOG
- MSFT
- BLK
- T
- EBAY
- BILL
- UNP
Filing on Jan 16, 2025
Q4 2024
Lee Johnson Capital Management, LLC
- SGOV
- JEPQ
- JEPI
- AAPL
- TSLA
- IJR
- RSP
Filing on Jan 30, 2025
Q4 2024
Howard Wealth Management, LLC
- VUG
- VYM
- AAPL
- VB
- VIG
- BSCP
- BSCQ
Filing on Jan 22, 2025
Q4 2024
Forte Asset Management LLC
- DGRO
- IXUS
- QUAL
- IVE
- IWV
- IDV
- EFG
Filing on May 30, 2023
Q1 2023
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Morris Retirement Advisors, LLC
- IVV
- IHYF
- DJD
- LMBS
- BIL
- SRLN
- QQQE
Filing on Jan 13, 2025
Q4 2024
Chb Investment Group, LLC
- BIV
- LQD
- ANGL
- VCIT
- AXON
- NOW
- FISV
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Interactive Financial Advisors
- IVV
- AGG
- VIG
- QQQ
- VEA
- QUAL
- TLT
Filing on Jan 23, 2025
Q4 2024
Filing on May 12, 2023
Q1 2023
Hitchwood Capital Management LP
- TSLA
- FND
- MSFT
- AMZN
- META
- BRK-B
- TW
Filing on Jan 13, 2025
Q4 2024
Gunderson Capital Management Inc.
- NVDA
- META
- PLTR
- SPOT
- NFLX
- AMZN
- LLY
Filing on Feb 13, 2025
Q4 2024
Yakira Capital Management, Inc.
- SPY
- SPY
- SPY
- HES
- K
- ESGR
- ZTR
Filing on Jan 03, 2025
Q4 2024
First Citizens Financial Corp
- IYW
- EFA
- IYF
- JPST
- IYH
- IJK
- AAPL
Filing on May 22, 2023
Q1 2023