Largest Portfolios by Value
Filing on Jan 08, 2025
Q4 2024
Worth Asset Management, LLC
- SGOV
- BIL
- VUG
- DIA
- SPLG
- VOO
- AAPL
Filing on Nov 13, 2024
Q3 2024
Silver Heights Capital Management Inc
- IRDM
- KMX
- PII
- SRCL
- HEIA
Filing on Feb 11, 2025
Q4 2024
Ciovacco Capital Management LLC
- VOO
- SPY
- SCHG
- IYW
- XLK
- SMH
- QQQ
Filing on Oct 31, 2024
Q3 2024
Aspire Wealth Management Corp
- XMMO
- IWY
- FNDF
- COWZ
- FNDX
- MOAT
- XSVM
Filing on Feb 06, 2025
Q4 2024
Pfg Private Wealth Management, LLC
- IVV
- SPYG
- IBDS
- IBDR
- VEA
- IBDQ
- IBDT
Filing on Oct 27, 2023
Q3 2023
Briggs Advisory Group, Inc.
- IVV
- ITOT
- SLYV
- IDEV
- IWM
- IEMG
- DFAX
Filing on Jan 14, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Stone House Capital Management, LLC
- LNW
- RMBL
- DBI
- SPWH
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Gladius Capital Management LP
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- TSLA
- AVGO
Filing on Nov 14, 2024
Q3 2024
Adalta Capital Management LLC
- MSFT
- BX
- HD
- JPM
- MRK
- QCOM
- UNP
Filing on Nov 14, 2024
Q3 2024
Lagoda Investment Management, L.P.
- TPL
- DMRC
- NTRA
- TRUP
- PTC
- TMDX
- XPO
Filing on Feb 11, 2025
Q4 2024
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)
- LI
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024
Concorde Asset Management, LLC
- IVV
- BUFR
- TDIV
- QQQ
- SPY
- IWY
- NVDA
Filing on Jan 27, 2025
Q4 2024
Lcm Capital Management Inc
- MDY
- SPY
- IWM
- AAPL
- NVDA
- MSFT
- VFH
Filing on Jan 31, 2025
Q4 2024
High Mark Wealth Management LLC
- IVV
- EFV
- IWM
- IJR
- IUSV
- FNA
- WFC