Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Sagespring Wealth Partners, LLC
- VOO
- FBCG
- DYNF
- TTAC
- IVV
- NETZ
- IEFA
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Concurrent Investment Advisors, LLC
- AAPL
- SPY
- VOO
- NVDA
- MSFT
- AGG
- QQQ
Filing on Feb 14, 2025
Q4 2024
Bli Banque De Luxembourg Investments
- MSFT
- MA
- V
- GOOGL
- AAPL
- AMZN
- NVDA
Filing on Feb 11, 2025
Q4 2024
Northwest & Ethical Investments L.P.
- MSFT
- NVDA
- AAPL
- AVGO
- AMZN
- GOOG
- RY
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Td Private Client Wealth LLC
- SPLG
- SPY
- VMBS
- IEFA
- GOVT
- VIG
- SHY
Filing on Feb 13, 2025
Q4 2024
Nearwater Capital Markets, LTD
- IVV
- AVGO
- NVDA
- MA
- GS
- MSFT
- TSLA
Filing on Feb 14, 2025
Q4 2024
Susquehanna Advisors Group, Inc.
- QQQ
- MSFT
- MSFT
- UAL
- AMD
- AMD
- PFE
Filing on Jan 15, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Bleakley Financial Group, LLC
- AAPL
- VV
- CEF
- MSFT
- VTV
- VO
- SPY
Filing on Feb 11, 2025
Q4 2024
Mirae Asset Securities (Usa) Inc.
- QQQ
- MSFT
- MSFT
- XBI
- XRT
- NVDA
- NVDA
Filing on Feb 14, 2025
Q4 2024
Readystate Asset Management LP
- IVV
- HES
- K
- X
- HCP
- TLT
- TLT
Filing on Feb 05, 2025
Q4 2024
Sbi Securities Co., Ltd.
- NVDA
- VOO
- VTI
- AAPL
- TSLA
- QQQ
- AMZN
Filing on Apr 25, 2024
Q1 2024
Focused Investors Fund L P
- ELV
- CI
- MSFT
- JNJ
- UNH
- FISV
- ORCL
Filing on Jan 15, 2025
Q4 2024
Sanibel Captiva Trust Company, Inc.
- AAPL
- MSFT
- GOOG
- VYM
- HD
- V
- ACN