Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Jul 31, 2023
Q2 2023
Bms Financial Advisors, LLC
- IVV
- QQEW
- DLN
- SPTI
- SPGP
- IUSB
- BSV
Filing on Nov 13, 2024
Q3 2024
Filing on Jan 28, 2025
Q4 2024
Robinson Value Management, Ltd.
- VCSH
- SPTL
- MTB
- WFC
- GLW
- MDT
- QCOM
Filing on Jan 17, 2025
Q4 2024
R.H. Dinel Investment Counsel, Inc.
- MSFT
- ADBE
- TMO
- META
- QCOM
- ADP
- ORCL
Filing on Jan 15, 2025
Q4 2024
Andrews, Lucia Wealth Management LLC
- DFAC
- DFUV
- DFAT
- DFAX
- DFIV
- DFAS
- DFAI
Filing on Jan 30, 2025
Q4 2024
W.H. Cornerstone Investments Inc.
- VTI
- BNDX
- VCIT
- AAPL
- AMZN
- MSFT
- VCSH
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Retirement Solution Inc.
- DFUS
- DUHP
- DFSV
- DFAC
- MSFT
- DFEV
- DEHP
Filing on Jan 23, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Heronetta Management, L.P.
- EPD
- ET
- MPLX
- OKE
- WMB
- WES
- ENB
Filing on Feb 13, 2025
Q4 2024
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- VWO
- SPDW
- SCHH
- VSS
- SPHY
Filing on Feb 04, 2025
Q4 2024
Granite Shares Advisors LLC
- MSFT
- AVGO
- GOOGL
- META
- LLY
- GNL
- GSBD
Filing on Oct 21, 2024
Q3 2024
Jade Capital Advisors, LLC
- ALK
- SPR
- WGO
- BA
- JCI
- OEC
- AAL
Filing on Nov 14, 2024
Q3 2024
Evergreen Wealth Solutions, LLC
- GSLC
- JEPQ
- AGG
- NVDA
- AAPL
- MSFT
- IBDP
Filing on Jan 08, 2025
Q4 2024
Shearwater Capital LLC
- DFAC
- DFAX
- DFIV
- DOCU
- DFUV
- DFAT
- AMZN