Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
William B. Walkup & Associates, Inc.
- AZO
- VLO
- HD
- JPM
- UNH
- WMT
- DFS
Filing on Oct 03, 2024
Q3 2024
Meritas Wealth Management, LLC
- DFUV
- DFAT
- DFUS
- AVUV
- DFIV
- S
- AAPL
Filing on Oct 18, 2024
Q3 2024
Raymond James & Associates
- VOO
- AGG
- MSFT
- AAPL
- NVDA
- AMZN
- IEFA
Filing on Oct 15, 2024
Q3 2024
Prospect Financial Services LLC
- SLG
- AAPL
- NVDA
- GOOG
- VCLT
- PYPL
- AMZN
Filing on Oct 02, 2024
Q3 2024
Filing on Oct 15, 2024
Q3 2024
Millington Financial Advisors, LLC
- SPYG
- SPYV
- SPDW
- SPEM
- SPMD
- XBJA
- SPSM
Filing on Oct 22, 2024
Q3 2024
Foundry Financial Group, Inc.
- IVV
- AVIV
- JHML
- IEF
- IEFA
- AVLV
- IUSV
Filing on Nov 08, 2024
Q3 2024
Jennison Associates LLC
- NVDA
- MSFT
- AMZN
- AAPL
- META
- AVGO
- LLY
Filing on Nov 08, 2024
Q3 2024
Revisor Wealth Management LLC
- AAPL
- BIV
- DVYE
- VIGI
- VCIT
- VCLT
- BIL
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 08, 2024
Q3 2024
Filing on Oct 02, 2024
Q3 2024
Mid American Wealth Advisory Group, Inc.
- IBHD
- IBHE
- AZBL
- TUA
- IBDP
- IBHF
- JULZ
Filing on Nov 12, 2024
Q3 2024
Filing on Oct 21, 2024
Q3 2024
Criterion Capital Advisors, LLC
- DFIC
- GIGB
- DFAC
- AAPL
- DFAS
- BRK-B
- ORCL
Filing on Oct 24, 2024
Q3 2024
Filing on Oct 07, 2024
Q3 2024
Robocap Asset Management LTD
- NVDA
- CRWD
- NOW
- SNPS
- DT
- AMD
- KLAC
Filing on Oct 28, 2024
Q3 2024
Values Added Financial LLC
- VEA
- SPDW
- BND
- SPEM
- VTEB
- VOTE
- SPLG
Filing on Oct 23, 2024
Q3 2024
Massachusetts Wealth Management
- XLK
- AAPL
- VCSH
- JPM
- MSFT
- XOM
- COP