Largest Portfolios by Value
Filing on Nov 13, 2024
Q3 2024
Bare Financial Services, Inc
- IVV
- IEFA
- VTV
- AVUV
- BND
- BIBL
- WWJD
Filing on Oct 23, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Ken Fisher
Fisher Asset Management, LLC
- AAPL
- MSFT
- NVDA
- AMZN
- GOOGL
- VCIT
- TSM
Filing on Nov 15, 2024
Q3 2024
Brown Financial Advisors
- SPLG
- SPYI
- SPDW
- XBJL
- SIXJ
- MSFT
- IGIB
Filing on Oct 07, 2024
Q3 2024
Filing on Oct 18, 2024
Q3 2024
Proathlete Wealth Management LLC
- IVV
- IWF
- IJR
- IJH
- IEFA
- QQQ
- IWD
Filing on Nov 13, 2024
Q3 2024
Mirabaud Asset Management LTD
- TSM
- MSFT
- AMZN
- NVDA
- WCN
- TJX
- NVO
Filing on Nov 14, 2024
Q3 2024
Onyx Point Global Management LP
- PR
- CHRD
- VST
- OXYWS
- NRG
- CHK
- TAC
Filing on Nov 13, 2024
Q3 2024
Mindset Wealth Management, LLC
- NVDA
- AAPL
- CME
- AMZN
- AXP
- META
- GOOGL
Filing on Oct 08, 2024
Q3 2024
Burkett Financial Services, LLC
- SCHG
- SCHD
- VEA
- DBEF
- EEMV
- IJH
- IJR
Filing on Nov 06, 2024
Q3 2024
Palo Alto Wealth Advisors, LLC
- GOOG
- GOOGL
- MOAT
- DGRW
- QUAL
- JHMM
- AAPL
Filing on Nov 12, 2024
Q3 2024
Filing on Oct 30, 2024
Q3 2024
Luminvest Wealth Management LLC
- VTI
- VXUS
- VEU
- VTEB
- BNDX
- BND
- VCIT
Filing on Nov 14, 2024
Q3 2024
Lloyd Harbor Capital Management, LLC
- CCJ
- URG
- URNM
- URNM
- NXE
- NXE
- SLB
Filing on Oct 25, 2024
Q3 2024
Voisard Asset Management Group, Inc.
- JCPB
- AGG
- SPY
- VGSH
- DFAE
- RSP
- SCHF
Filing on Oct 11, 2024
Q3 2024
Ameliora Wealth Management Ltd.
- IGEB
- AGG
- IGIB
- SGOL
- TMUS
- IVV
- FLRN
Filing on Nov 13, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024