Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Dean, Jacobson Financial Services, LLC
- SPY
- SLYV
- IEFA
- XLRE
- TPL
- AAPL
- XOM
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 06, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Skaana Management L.P.
- ROLLP
- ASTS
- CRC
- ASTS
- NVAX
- MCHP
- NVAX
Filing on Feb 08, 2023
Q4 2022
Stewart Asset Management, LLC
- UNH
- MA
- GOOG
- ISRG
- AMZN
- DIS
- FND
Filing on Jan 23, 2025
Q4 2024
Barnes Pettey Financial Advisors, LLC
- CGGR
- RDVY
- SCHD
- FVD
- DIVO
- WMT
- RJF
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 24, 2025
Q4 2024
Clearview Wealth Advisors LLC
- CGCP
- SCHZ
- CGDV
- SPLG
- CGGR
- SCHX
- IUSB
Filing on Nov 14, 2024
Q3 2024
Union Square Park Capital Management, LLC
- IWM
- RH
- CZR
- PTON
- PYPL
- HGV
- FND
Filing on Feb 03, 2025
Q4 2024
Life Steps Financial, Inc.
- QQQ
- SPY
- AAPL
- NVDA
- MSFT
- IJH
- VYM
Filing on Jan 21, 2025
Q4 2024
Cottonwood Capital Advisors, LLC
- IYW
- MBSD
- RDVY
- SOXX
- ITB
- FTA
- HYDB
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Idg China Venture Capital Fund V Associates L.P.
- RLX
Filing on Jan 23, 2025
Q4 2024
Paladin Advisory Group, LLC
- IWF
- IEFA
- JPST
- AAPL
- NOBL
- AVLV
- SCHD
Filing on Jan 24, 2025
Q4 2024
Cross Staff Investments Inc
- AAPL
- CRK
- BRK-B
- BX
- AMZN
- MSFT
- GOOGL
Filing on Jan 15, 2025
Q4 2024
Safir Wealth Advisors, LLC
- VOO
- VUG
- BSV
- VTV
- VIG
- VGSH
- BIV
Filing on Jan 16, 2025
Q4 2024
Moulton Wealth Management, Inc
- VOO
- USFR
- TFLO
- BIL
- VTI
- FLOT
- AAAU