Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Masterton Capital Management, LP
- REXR
- FRT
- VICI
- NNN
- EQR
- WMT
- INVH
Filing on Jan 15, 2025
Q4 2024
Walker Asset Management, LLC
- JKHY
- WMT
- ORLY
- AAPL
- MSFT
- NVDA
- TSLA
Filing on Feb 12, 2025
Q4 2024
Mc Ginn Investment Management, Inc.
- AAPL
- MSFT
- META
- JPM
- HD
- NKE
- BAC
Filing on Jan 17, 2025
Q4 2024
Lake Hills Wealth Management, LLC
- SHY
- AMLP
- SPLV
- FXI
- XLE
- XLV
- IEI
Filing on Feb 04, 2025
Q4 2024
Filing on Jul 25, 2022
Q2 2022
Hc Financial Advisors Inc
- AAPL
- V
- TOTL
- MSFT
- NFRA
- BNL
- ADP
Filing on Nov 08, 2024
Q3 2024
Aberdeen Wealth Management LLC
- IVOV
- VIG
- AAPL
- MSFT
- BRK-B
- ADP
- JPM
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Successful Portfolios LLC
- SPY
- NVDA
- IVV
- MSFT
- AAPL
- SCHB
- VTI
Filing on Nov 22, 2024
Q3 2024
Boyar Asset Management Inc.
- MSFT
- JPM
- AMP
- HD
- UBER
- BAC
- MSGS
Filing on Feb 04, 2025
Q4 2024
Pring Turner Capital Group Inc
- SCHM
- ORCL
- BAC
- SCHW
- CMI
- HD
- PSA
Filing on Jan 24, 2025
Q4 2024
Financial Futures LTD Liability Co.
- VCIT
- SPHY
- SPLG
- JEPI
- UCON
- AVUV
- VO
Filing on Nov 14, 2023
Q3 2023
Hall Private Wealth Advisors
- AAPL
- CWB
- DLR
- VGT
- AMZN
- COST
- IRM
Filing on Jan 23, 2025
Q4 2024
Diversified Investment Strategies, LLC
- XOM
- GDDY
- CALM
- JOE
- DKS
- MLR
- WMT
Filing on Jan 23, 2025
Q4 2024
Hofer & Associates. Inc
- SPYG
- BIL
- SPYV
- VUG
- STOT
- FBND
- AAPL
Filing on Feb 12, 2025
Q4 2024
Filing on Aug 04, 2023
Q2 2023
Lapides Asset Management, LLC
- EEFT
- IWM
- KN
- CRTO
- ITGR
- ADT
- ADTN