Largest Portfolios by Value
Filing on Nov 12, 2024
Q3 2024
Paul Damon & Associates, Inc.
- QQQ
- SCHD
- IWY
- DGRW
- SPY
- AMZN
- FVD
Filing on Aug 12, 2024
Q2 2024
Forthright Family Wealth Advisory LLC
- SPLG
- QUAL
- EFV
- SCHZ
- VMBS
- IUSB
- EFG
Filing on Oct 23, 2024
Q3 2024
Financial Architects, LLC
- SCHP
- VTI
- BND
- BNDX
- GSSC
- DFSV
- EUSA
Filing on Jul 27, 2023
Q2 2023
Carlsbad Wealth Advisory Group, Inc.
- SCHX
- SCHG
- SCHV
- VEA
- SCHP
- BIV
- BSV
Filing on Nov 14, 2024
Q3 2024
Cosner Financial Group, LLC
- ITOT
- IMCG
- IUSV
- IVE
- IWY
- IVV
- USIG
Filing on Nov 14, 2024
Q3 2024
Mendon Capital Advisors Corp
- EQBK
- FRST
- USCB
- AMTB
- FBMS
- BFST
- VBTX
Filing on Oct 18, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Hrc Wealth Management, LLC
- SCHG
- SCHV
- SCHX
- SCHD
- SLYG
- VOT
- AAPL
Filing on Oct 02, 2024
Q3 2024
Ables, Iannone, Moore & Associates, Inc.
- AAPL
- NVDA
- AMZN
- GOOGL
- TTD
- V
- MSFT
Filing on Nov 07, 2024
Q3 2024
Hudson Canyon Capital Management
- NVDA
- AAPL
- MSFT
- GOOGL
- AMZN
- META
- LLY
Filing on Nov 13, 2024
Q3 2024
Filing on Nov 06, 2024
Q3 2024
Blue Pointe Capital Management, LLC
- SPY
- VOO
- IWF
- ACWI
- FDVV
- URTH
- VB
Filing on Oct 28, 2024
Q3 2024
Valued Wealth Advisors LLC
- DFAU
- DFAI
- AVUV
- DFSD
- AVDV
- AVEM
- AVLV
Filing on Oct 25, 2024
Q3 2024
Filing on Oct 23, 2024
Q3 2024
Ffg Retirement Advisors LLC
- SPLG
- SCHZ
- IUSB
- MBB
- IVW
- DGRW
- QUAL
Filing on Nov 13, 2024
Q3 2024
University Of Wisconsin Foundation
- SE
- IVV
- NU
- AKRO
- MDGL
- ETNB
Filing on Nov 12, 2024
Q3 2024
Filing on Oct 24, 2024
Q3 2024