Largest Portfolios by Value
Filing on Oct 30, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024
Stonepine Capital Management, LLC
- ADMA
- EOLS
- GLPG
- JAZZ
- RPRX
- XOMA
- KMPH
Filing on Nov 12, 2024
Q3 2024
Delap Wealth Advisory, LLC
- ITOT
- DFAC
- IDEV
- VEA
- DFEM
- VGIT
- AVDV
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Kiely Wealth Advisory Group, Inc.
- USFR
- RSP
- VO
- TFLO
- VOO
- SHYG
- BSV
Filing on Nov 01, 2024
Q3 2024
Kerusso Capital Management LLC
- AMP
- URI
- APO
- ORCL
- AAPL
- AXP
- PSX
Filing on Oct 24, 2024
Q3 2024
Richardson Financial Services Inc.
- VUG
- VTV
- SPLG
- AAPL
- VOO
- VEA
- SPDW
Filing on Oct 10, 2024
Q3 2024
Bright Financial Advisors, Inc.
- AGG
- GLD
- RSP
- IVV
- IJR
- GAL
- SYK
Filing on Oct 04, 2024
Q3 2024
Hfg Wealth Management, LLC
- IAPR
- MRSK
- FTGC
- IGLD
- GBTC
- PMAR
- BUFR
Filing on Oct 08, 2024
Q3 2024
Filing on Nov 01, 2024
Q3 2024
Fee Only Financial Planning, L.C.
- VUG
- VTV
- VO
- VBR
- VB
- VBK
- VEU
Filing on Oct 15, 2024
Q3 2024
Graphene Investments Sas
- MSFT
- AAPL
- NVDA
- BK
- FISV
- MCD
- CDW
Filing on Nov 08, 2024
Q3 2024
Pnc Financial Services Group, Inc.
- LLY
- IVV
- AAPL
- MSFT
- ERIE
- SPY
- DGRW
Filing on Oct 31, 2024
Q3 2024
Granite Group Advisors, LLC
- DIS
- MSFT
- AAPL
- BK
- SBUX
- NEE
- PNC
Filing on Oct 29, 2024
Q3 2024
Wheelhouse Advisory Group LLC
- VOO
- VHT
- VOOG
- VV
- VIG
- MGK
- VGT
Filing on Oct 24, 2024
Q3 2024
Filing on Oct 23, 2024
Q3 2024
Hahn Capital Management LLC
- CBRE
- WAB
- EME
- ROST
- A
- EEFT
- KEYS
Filing on Oct 28, 2024
Q3 2024
Aspen Wealth Strategies, LLC
- MOAT
- SCHG
- IVV
- VTV
- XMHQ
- IEFA
- SCHO