Largest Portfolios by Value
Filing on Jan 27, 2025
Q4 2024
Carson Allaria Wealth Management, Ltd.
- SPYV
- SPYG
- DFUS
- SLYV
- IDEV
- DFAS
- MINO
Filing on Feb 03, 2025
Q4 2024
Filing on Feb 14, 2023
Q4 2022
Cribstone Capital Management, LLC
- XLK
- GLD
- XLF
- TOTL
- AAPL
- XLY
- VEA
Filing on Jan 29, 2025
Q4 2024
Keener Financial Planning LLC
- SPTM
- VEA
- IJR
- AVLV
- VWO
- VTI
- SPYV
Filing on Aug 14, 2024
Q2 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 24, 2023
Q4 2022
Aevitas Wealth Management, Inc.
- SHY
- MSFT
- AAPL
- LDUR
- XOM
- PEP
- JNJ
Filing on Jan 06, 2025
Q4 2024
Lbj Family Wealth Advisors, Ltd.
- IWF
- IWD
- IWP
- IWS
- IWN
- WIP
- IWO
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 09, 2024
Q4 2023
Db Wealth Management Group, LLC
- SPY
- EFA
- CGDV
- VTI
- IJH
- DWM
- FV
Filing on Jan 24, 2025
Q4 2024
Sutton Place Investors LLC
- DFUS
- SPLG
- AAPL
- DFAC
- DFCF
- DFAI
- ITOT
Filing on Jan 24, 2025
Q4 2024
Tandem Capital Management Corp
- MSFT
- GOOGL
- GE
- AAPL
- META
- SYK
- BSX
Filing on Feb 03, 2025
Q4 2024
Filing on Oct 16, 2024
Q3 2024
H&H Retirement Design & Management Inc
- CWB
- EDV
- TIP
- VCLT
- BLV
- IGIB
- DLN
Filing on Jan 30, 2025
Q4 2024
Latko Wealth Management, Ltd.
- IVV
- DIA
- QQQM
- SCHD
- SPY
- QQQ
- IEI
Filing on Jan 16, 2025
Q4 2024
Access Financial Services, Inc.
- SCHX
- LDUR
- FNDX
- GOVT
- RSP
- IVV
- MSFT
Filing on Feb 05, 2025
Q4 2024
Sage Advisory Services, Ltd.Co.
- IVV
- MBB
- IEFA
- DSTL
- QUAL
- JPST
- COWZ
Filing on Jan 27, 2025
Q4 2024
Helios Capital Management Pte. LTD
- SPY
- AMZN
- GOOG
- META
- NFLX
- IWM
- HDB