Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Industrial Alliance Investment Management Inc.
- QQQ
- VTI
- SPY
- VNQ
- VEU
- IEUR
Filing on Nov 14, 2024
Q3 2024
Aquilo Capital Management, LLC
- SPY
- ARWR
- BPMC
- KYMR
- RGNX
- ARVN
- MRUS
Filing on Nov 14, 2024
Q3 2024
Steinberg Asset Management LLC
- GLNG
- NVGS
- ACGL
- GOOG
- MSGS
- IQV
- ACM
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 24, 2025
Q4 2024
Dougherty Wealth Advisers LLC
- VUG
- VTV
- VOE
- VIOG
- AAPL
- VWO
- VYM
Filing on Jan 14, 2025
Q4 2024
Mount Vernon Associates Inc
- AAPL
- MSFT
- AMZN
- COST
- GOOG
- META
- JPM
Filing on Nov 14, 2024
Q3 2024
Vienna Asset Management LLC
- TSLA
- JPST
- CDNS
- NVDA
- JEPQ
- QQQ
- BRK-B
Filing on Feb 11, 2025
Q4 2024
Strategic Value Bank Partners LLC
- FFWM
- SSBK
- PGC
- CFG
- FBMS
- WNEB
- BHLB
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Echo Wealth Management, LLC
- JPIE
- AVDE
- AVUV
- AVLV
- COWZ
- AVUS
- BIV
Filing on Jan 22, 2025
Q4 2024
Main Line Retirement Advisors, LLC
- CGCP
- VYMI
- CGGR
- CGXU
- FYX
- VUG
- BND
Filing on Jan 31, 2025
Q4 2024
Chapman Investment Management, LLC
- COST
- MSFT
- MA
- AMZN
- AAPL
- V
- MKL
Filing on Apr 24, 2024
Q1 2024
Lee Financial Group Hawaii, Inc.
- VOO
- COWZ
- GSLC
- BOTZ
- XAR
- BOND
- JVAL
Filing on Feb 11, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Shepherd Kaplan Krochuk, LLC
- AAPL
- ANGL
- USMV
- CPB
- SCHV
- ZROZ
- JQUA
Filing on Feb 07, 2025
Q4 2024
Objectivity Squared, LLC
- AVUV
- IWD
- DGRO
- MOAT
- VEA
- IWF
- USAC
Filing on Oct 29, 2024
Q3 2024
Filing on May 15, 2024
Q1 2024
Marketfield Asset Management LLC
- COP
- CAT
- TM
- ISRG
- SLB
- GDX
- COST