Largest Portfolios by Value
Filing on Jan 28, 2025
Q4 2024
Efficient Frontier Advisors LLC
- SGOV
- DFUV
- DFAT
- DFIV
- VTI
- DFSV
- DFAS
Filing on Jan 22, 2025
Q4 2024
Sterling Investment Counsel, LLC
- IVW
- QQQM
- JEPI
- AAPL
- CGXU
- IJH
- IJR
Filing on Feb 11, 2025
Q4 2024
Trust Investment Advisors
- AAPL
- LLY
- MSFT
- AVGO
- NVDA
- TSM
- PANW
Filing on Feb 06, 2025
Q4 2024
Stegner Investment Associates Inc.
- IVW
- IWR
- VONE
- IWB
- VOO
- IWD
- VONG
Filing on Oct 25, 2024
Q3 2024
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- VWO
- SPDW
- SCHH
- VSS
- SCHC
Filing on Jan 31, 2025
Q4 2024
Treasure Coast Financial Planning
- SPTM
- SPDW
- BILS
- BIL
- SPTS
- BOND
- TIPX
Filing on Jan 24, 2025
Q4 2024
Costello Asset Management, Inc
- MSFT
- AMZN
- BRK-B
- BSX
- GOOGL
- JNJ
- LLY
Filing on Jan 15, 2025
Q4 2024
Greenhouse Wealth Management, LLC
- SPY
- VTV
- IVV
- VOO
- VTI
- QQQ
- VB
Filing on Feb 10, 2025
Q4 2024
Cadence Wealth Management LLC
- TLT
- GDX
- SLV
- GLD
- GDXJ
- CEF
- XLE
Filing on Jan 21, 2025
Q4 2024
Castleview Partners, LLC
- AAPL
- SPY
- GLD
- BMY
- AMZN
- AMGN
- COP
Filing on Jan 14, 2025
Q4 2024
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 15, 2024
Q3 2024
Mountaineer Partners Management, LLC
- CENX
- VSH
- FCX
- ENTG
- BLDR
- AA
- HBM
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Avondale Wealth Management
- IVV
- IJH
- QQQ
- CALF
- DFAE
- DFAT
- AGG
Filing on Nov 15, 2024
Q3 2024
Twin Lakes Capital Management, LLC
- AAPL
- CPRI
- GILD
- STX
- CPF
- FDX
- NOW
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024