Largest Portfolios by Value
Filing on Oct 29, 2024
Q3 2024
Cedar Point Capital Partners, LLC
- FNDX
- MGK
- JCPB
- VFQY
- DFUS
- EFG
- DFAS
Filing on Oct 22, 2024
Q3 2024
Gunn & CO Investment Management, Inc.
- AAPL
- MSFT
- GOOG
- BRK-B
- WMT
- JPM
- HD
Filing on Oct 24, 2024
Q3 2024
Conscious Wealth Investments, LLC
- SPY
- XLK
- HD
- IUSB
- VCIT
- DAL
- NFLX
Filing on Oct 21, 2024
Q3 2024
Mills Wealth Advisors LLC
- DFAC
- JMST
- JPST
- DUHP
- DFIC
- DIHP
- DFEM
Filing on Nov 15, 2024
Q3 2024
Wilson & Boucher Capital Management, LLC
- VTI
- AAPL
- NVO
- SCHB
- VB
- VO
- VEU
Filing on Oct 17, 2024
Q3 2024
Legend Financial Advisors, Inc.
- IAU
- VO
- QQQ
- SOXX
- COPX
- FNDX
- VIOV
Filing on Nov 05, 2024
Q3 2024
Roi Financial Advisors, LLC
- NVDA
- LLY
- AAPL
- COST
- MSFT
- AVGO
- GOOGL
Filing on Oct 31, 2024
Q3 2024
Panoramic Investment Advisors, LLC
- SPLG
- SCHV
- SCHD
- QUAL
- GOOG
- MOAT
- SCHG
Filing on Nov 12, 2024
Q3 2024
Taylor Financial Group, Inc.
- VUG
- NSC
- FISV
- BRK-B
- AAPL
- ORCL
- HD
Filing on Nov 14, 2024
Q3 2024
Lantern Wealth Advisors, LLC
- AAPL
- AVUS
- RSP
- BX
- AVUV
- BND
- VTI
Filing on Nov 14, 2024
Q3 2024
Cladis Investment Advisory, LLC
- AAPL
- NVDA
- MSFT
- LLY
- AMZN
- GE
- FIBK
Filing on Oct 29, 2024
Q3 2024
Allen Wealth Management, LLC
- VTV
- FNDX
- AMLP
- VDE
- XOM
- CVX
- LMT
Filing on Nov 13, 2024
Q3 2024
Bain Capital Public Equity, LP
- APO
- NDAQ
- SPY
- PFGC
- TTEK
- EFA
- EQH
Filing on Nov 14, 2024
Q3 2024
Clarity Asset Management, Inc.
- AVSU
- ESGV
- AVSD
- NULG
- ESGU
- MUB
- MINO
Filing on Oct 08, 2024
Q3 2024
Objectivity Squared, LLC
- AVUV
- IWD
- DGRO
- MOAT
- VEA
- IWF
- USAC
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 11, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024