Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
American Institute For Advanced Investment Management, LLP
- IWF
- SPY
- IWD
- AAPL
- MSFT
- VTI
- MINT
Filing on Feb 07, 2025
Q4 2024
Endowment Wealth Management, Inc.
- VTI
- ITOT
- QAI
- WST
- IUSG
- IEMG
- IEFA
Filing on Jan 29, 2025
Q4 2024
Sage Private Wealth Group, LLC
- SDVY
- DGRW
- DBEF
- AIRR
- DBMF
- IAU
- NVDA
Filing on Jan 29, 2025
Q4 2024
Valley Brook Capital Group, Inc.
- AAPL
- MSFT
- HD
- NVDA
- JPM
- ABBV
- AVGO
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 Feb 14, 2025
Q4 2024
Laraway Financial Advisors Inc
- AAPL
- LLY
- VUG
- SPY
- VTV
- MSFT
- VEA
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
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 Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024