Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Brooks, Moore & Associates, Inc.
- MSFT
- KO
- JPM
- XOM
- ABBV
- JNJ
- MRK
Filing on Nov 14, 2024
Q3 2024
Four World Capital Management LLC
- EDR
- SPY
- EVLV
- ABUS
- SRG
- ACI
- OMEX
Filing on Jan 15, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Foresight Capital Management Advisors, Inc.
- SPY
- QQQ
- IRM
- ARCC
- IBM
- NVDA
- AVGO
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Beaumont Asset Management, L.L.C.
- IVV
- MOAT
- IBDQ
- MSFT
- GOOGL
- VTV
- SPHQ
Filing on Jan 23, 2025
Q4 2024
Tlw Wealth Management, LLC
- BRK-B
- GOOG
- MSFT
- WMT
- AAPL
- DE
- CROX
Filing on Jan 23, 2025
Q4 2024
First Affirmative Financial Network
- VGIT
- DSI
- AAPL
- SPTS
- NVDA
- MSFT
- GOOGL
Filing on Feb 11, 2025
Q4 2024
Jackson Hill Advisors, LLC
- AMZN
- KKR
- GOOG
- PHM
- MA
- AZO
- SPGI
Filing on Jan 24, 2025
Q4 2024
Filing on Aug 14, 2023
Q2 2023
Lumature Wealth Partners, LLC
- BNL
- IVV
- VUG
- VTV
- IEFA
- AAPL
- XLK
Filing on Feb 12, 2025
Q4 2024
Pragma Gestao De Patrimonio LTD
- AMZN
- GOOG
- MSFT
- GE
- TDG
- CDW
- MCO
Filing on Feb 10, 2025
Q4 2024
Aurora Investment Counsel
- BKNG
- VRSN
- AMP
- EPRT
- CME
- HRB
- ULTA
Filing on Jan 15, 2025
Q4 2024
Spring Capital Management, LLC
- AAPL
- ETN
- ORCL
- BRO
- QCOM
- GWW
- DE
Filing on Jan 29, 2025
Q4 2024
Capital Wealth Alliance, LLC
- PSLV
- PHYS
- MSTR
- ABT
- BIL
- SHV
- TFLO
Filing on Nov 13, 2024
Q3 2024
Alcosta Capital Management, Inc.
- NVDA
- NOW
- AMZN
- KLAC
- MSFT
- AAPL
- META
Filing on Nov 04, 2022
Q3 2022
Hm Capital Management, LLC
- VOO
- VOOV
- VEU
- ADP
- MSFT
- SPXU
- JNJ
Filing on Feb 12, 2025
Q4 2024