Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
Center For Asset Management LLC
- MGK
- GOVT
- MINT
- MGV
- MSFT
- VOO
- VMBS
Filing on Nov 14, 2024
Q3 2024
Kolinsky Wealth Management, LLC
- SCHX
- MSFT
- AAPL
- SPY
- COWZ
- AMZN
- NVDA
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Nov 08, 2024
Q3 2024
Filing on Apr 28, 2023
Q1 2023
Harvest Group Wealth Management, LLC
- SPYV
- SCHO
- IXUS
- SCHG
- SCHR
- SPEM
- LMBS
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 02, 2022
Q3 2022
Filing on Jan 21, 2025
Q4 2024
Disciplined Equity Management, Inc.
- DFUS
- DFUV
- DFAT
- DFAS
- DFIV
- OKE
- MO
Filing on Jan 15, 2025
Q4 2024
Yarger Wealth Strategies, LLC
- VONG
- TDVG
- HTAB
- AAPL
- DGRO
- VYM
- JAAA
Filing on Jan 22, 2025
Q4 2024
Cascade Investment Advisors, Inc.
- AAPL
- MSFT
- AMZN
- GOOGL
- USB
- SCHW
- JBL
Filing on Nov 14, 2024
Q3 2024
Foresite Capital Management Iv, LLC
- PHVS
- KURA
- SNDX
- LYEL
- RLAY
Filing on Nov 14, 2024
Q3 2024
Arthedge Capital Management, LLC
- INTC
- TTD
- AMZN
- CRWD
- GLBE
- SHOP
- DUOL
Filing on Jan 15, 2025
Q4 2024
Udine Wealth Management, Inc.
- BIL
- AAPL
- MSFT
- SHV
- GOOG
- BAC
- JPM
Filing on Feb 07, 2025
Q4 2024
Filing on Jul 22, 2022
Q2 2022
Loveless Wealth Management LLC
- XOM
- O
- XLU
- ABBV
- XLK
- DE
- AAPL
Filing on Feb 03, 2025
Q4 2024
Thompson Davis & Co., Inc.
- SMID
- CSL
- DOV
- VOO
- SHW
- CB
- AAPL
Filing on Aug 03, 2022
Q2 2022