Largest Portfolios by Value
Filing on Nov 12, 2024
Q3 2024
Adapt Wealth Advisors, LLC
- IVV
- QQQM
- COWZ
- TLT
- EPI
- IGIB
- XLU
Filing on Oct 03, 2024
Q3 2024
Private Client Services, LLC
- IVV
- OEF
- BIL
- PAPR
- SPY
- IEFA
- RSP
Filing on Oct 29, 2024
Q3 2024
Prosperitas Financial LLC
- AAPL
- VOO
- QQQ
- SCHG
- SCHB
- VO
- SCHD
Filing on Oct 24, 2024
Q3 2024
Custom Index Systems, LLC
- AAPL
- NVDA
- IWF
- IVW
- IWD
- MSFT
- IWO
Filing on Oct 07, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Foresight Global Investors, Inc.
- SAP
- NVS
- SONY
- CNI
- HDB
- SDRL
- SHEL
Filing on Nov 07, 2024
Q3 2024
Aviso Wealth Management
- AAPL
- NVDA
- NFLX
- META
- GOOGL
- MSFT
- AMZN
Filing on Nov 06, 2024
Q3 2024
River Street Advisors LLC
- IJH
- AAPL
- NVDA
- BSCQ
- MSFT
- VNQ
- SPLG
Filing on Oct 29, 2024
Q3 2024
Wfa Asset Management Corp
- SCHD
- SPYG
- XMHQ
- BBLU
- IWL
- RWJ
- RSP
Filing on Nov 07, 2024
Q3 2024
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 08, 2024
Q3 2024
Ariadne Wealth Management, LP
- IWV
- DFUV
- DFAT
- AVUS
- DFAC
- AVDE
- SLV
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Cottage Street Advisors LLC
- AAPL
- BX
- MSFT
- NVDA
- JPM
- IJT
- IJH
Filing on Oct 22, 2024
Q3 2024
Global Assets Advisory, LLC
- AAPL
- XOM
- NVDA
- AMZN
- AGG
- JEPI
- VOO
Filing on Jul 30, 2024
Q2 2024
Solano Wealth Management, Inc.
- OMFL
- RDVY
- FTCS
- OMFS
- QQQM
- SPTM
- ITOT
Filing on Nov 08, 2024
Q3 2024
Forge First Asset Management Inc.
- BKLN
- GPN
- AVGO
- TSM
- AAPL
- META
- BBU
Filing on Oct 22, 2024
Q3 2024
Onyx Financial Advisors, LLC
- DFAC
- DFAX
- DFSD
- DFAR
- MSFT
- PKI
- DFUS