Largest Portfolios by Value
Filing on Nov 01, 2024
Q3 2024
Filing on Oct 23, 2024
Q3 2024
Pathway Financial Advisers, LLC
- JPM
- ABBV
- PEP
- STLD
- LMT
- O
- OKE
Filing on Nov 12, 2024
Q3 2024
Wealth Advisors Of Iowa, LLC
- RSP
- SPLG
- USMV
- SPYV
- JEPI
- SPDW
- XLU
Filing on Oct 17, 2024
Q3 2024
Serenity Capital Management Pte. Ltd.
- ZTO
- QFIN
- ATAT
- TAL
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 10, 2024
Q3 2024
Shira Ridge Wealth Management
- SUSA
- DFAU
- IXN
- YLDE
- ESGD
- DFAI
- AAPL
Filing on Nov 07, 2024
Q3 2024
Savoir Faire Capital Management, L.P.
- CMG
- RCL
- STZ
- ELF
- FRPT
- DG
- BTI
Filing on Nov 14, 2024
Q3 2024
Ballast Asset Management, LP
- CLMB
- NRP
- MTG
- CVCO
- AGM
- SOI
- EXP
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 09, 2024
Q3 2024
Family Wealth Partners, LLC
- LPLA
- ITOT
- VGIT
- VBR
- VB
- DUHP
- AVUV
Filing on Oct 31, 2024
Q3 2024
Filing on Oct 15, 2024
Q3 2024
Register Financial Advisors LLC
- AAPL
- VUG
- VTV
- MSFT
- VXUS
- NNBR
- KTOS
Filing on Nov 01, 2024
Q3 2024
Transcendent Capital Group LLC
- MSFT
- AAPL
- ICSH
- IVW
- IJH
- FTSM
- SPLG
Filing on Nov 14, 2024
Q3 2024
Tyro Capital Management LLC
- CCOI
- CRS
- CRH.L
- ROIV
- CMPO
- VVV
- ROAD
Filing on Nov 15, 2024
Q3 2024
Sgl Investment Advisors, Inc.
- AAPL
- MSFT
- JPM
- CMI
- HD
- MA
- PANW
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 05, 2024
Q3 2024
Fogel Capital Management, Inc.
- MSFT
- GOOGL
- BRK-B
- CB
- BAC
- AVGO
- EPD
Filing on Oct 16, 2024
Q3 2024
Heritage Family Offices, LLP
- SPEM
- SMMD
- EFA
- USHY
- IVV
- AGG
- EMB