Largest Portfolios by Value
Filing on Jul 28, 2022
Q2 2022
Private Capital Group, LLC
- VV
- VTV
- AAPL
- VUG
- VEA
- MSFT
- VOT
Filing on Jan 17, 2025
Q4 2024
Paragon Financial Partners, Inc.
- SPY
- VYM
- NVDA
- ETV
- IWF
- VHT
- AAPL
Filing on Feb 03, 2025
Q4 2024
White Wing Wealth Management
- VTI
- JPST
- VB
- QQQ
- VEA
- SCHJ
- VIG
Filing on Nov 14, 2024
Q3 2024
Pender Fund Capital Management Ltd.
- SANG
- PAR
- PPLT
- BUR
- WIW
- NAD
- NEA
Filing on Nov 14, 2024
Q3 2024
Catterton Management Company, L.L.C.
- DESP
- HNST
Filing on Nov 14, 2024
Q3 2024
Guardian Wealth Management, Inc.
- ANET
- LLY
- STRL
- AZO
- ABBV
- NNI
- APO
Filing on Jan 28, 2025
Q4 2024
Tevis Investment Management
- BRK-B
- GBIL
- AAPL
- CCEP
- UL
- INVH
- MDT
Filing on Jan 23, 2025
Q4 2024
Brewster Financial Planning LLC
- IWB
- EFA
- BIV
- IWM
- BSV
- ICF
- EAGG
Filing on Jan 28, 2025
Q4 2024
Woodward Diversified Capital, LLC
- RS
- AAPL
- NVDA
- XOM
- WFC
- CVX
- AMZN
Filing on Oct 09, 2024
Q3 2024
Life Pro Asset Management
- BKLN
- LONZ
- MSFT
- AGNC
- DFSD
- DFCF
- XCCC
Filing on Jan 22, 2025
Q4 2024
Refined Wealth Management
- NULG
- BNDX
- VSGX
- COIN
- OSTK
- SRLN
- VCLT
Filing on Nov 14, 2024
Q3 2024
Widmann Financial Services, Inc.
- IEFA
- MSFT
- AAPL
- AVUV
- IWD
- IWF
- TSLA
Filing on Nov 14, 2024
Q3 2024
Blue Door Asset Management, LLC
- FLEX
- PRGO
- PYPL
- VRT
- AVTR
- SMRT
- CNHI
Filing on Nov 12, 2024
Q3 2024
Advisory Services & Investments, LLC
- DFIC
- VO
- DFAS
- VOO
- DFAC
- DFEM
- SCHG
Filing on Feb 11, 2025
Q4 2024
Comprehensive Wealth Management, LLC
- EMLP
- PFXF
- SPTI
- XLK
- HSCZ
- IAGG
- MSFT
Filing on Feb 11, 2025
Q4 2024
Atlantic Private Wealth, LLC
- SPY
- VTI
- IBTF
- VXUS
- VXF
- ESGV
- XLE
Filing on Feb 10, 2025
Q4 2024
Brooktree Capital Management
- PAR
- IBKR
- RMNI
- BFH
- BRK-B
- IAC
- THRY
Filing on Feb 07, 2025
Q4 2024
Marvin & Palmer Associates Inc
- AMZN
- GS
- AMP
- KKR
- IBKR
- BX
- MS