Largest Portfolios by Value
Filing on Oct 08, 2024
Q3 2024
Eagle Wealth Strategies LLC
- VOO
- AVUV
- XLV
- LLY
- XOM
- MSFT
- SPY
Filing on Oct 31, 2024
Q3 2024
Lewis Asset Management, LLC
- AAPL
- NVDA
- META
- MSFT
- AMZN
- SDY
- BRK-B
Filing on Nov 07, 2024
Q3 2024
Mid Atlantic Capital Management, Inc.
- SPY
- IVV
- VUG
- VYM
- IWF
- IJR
- VEA
Filing on Nov 12, 2024
Q3 2024
English Capital Management LLC
- ARW
- AER
- G
- CI
- BKNG
- HCA
- SYF
Filing on Oct 24, 2024
Q3 2024
Pullen Investment Management, LLC
- VOO
- VTI
- SCHB
- BRK-B
- MSFT
- SPY
- KEX
Filing on Oct 04, 2024
Q3 2024
Wallace Advisory Group, LLC
- MRK
- CVX
- AMZN
- CI
- MSFT
- IVV
- XHLF
Filing on Nov 14, 2024
Q3 2024
Shorepath Capital Management LLC
- META
- GS
- BAC
- AAPL
- BRK-B
- CMCSA
- DHR
Filing on Oct 15, 2024
Q3 2024
Cascade Investment Group, Inc.
- VTI
- AAPL
- SPTM
- CIBR
- MSFT
- ABR
- IRM
Filing on Oct 17, 2024
Q3 2024
Filing on Oct 22, 2024
Q3 2024
Patrick M Sweeney & Associates, Inc
- AAPL
- ABT
- MRK
- ABBV
- JPM
- BAC
- MSFT
Filing on Oct 21, 2024
Q3 2024
Filing on Oct 08, 2024
Q3 2024
Brightwater Advisory LLC
- SCHF
- SCHP
- SPY
- FNDB
- VIG
- VB
- SCHB
Filing on Nov 21, 2024
Q3 2024
Tri Ri Asset Management Corp
- NVO
- PLTR
- META
- ABNB
- AMZN
- VRTX
- VRSN
Filing on Oct 16, 2024
Q3 2024
Paragon Capital Management Inc
- SHV
- IEF
- BIL
- STOT
- JAAA
- GOVT
- TOTL
Filing on Nov 13, 2024
Q3 2024
Vermillion & White Wealth Management Group, LLC
- IVV
- DGRW
- SPIB
- SPTI
- QUAL
- DFAI
- USMV
Filing on May 15, 2024
Q1 2024
Filing on Oct 18, 2024
Q3 2024
Mainsail Asset Management, LLC
- VUG
- VTV
- CTAS
- VBR
- AAPL
- VIG
- VBK
Filing on Nov 14, 2024
Q3 2024
Heights Capital Management, Inc
- ONDS
- BDSX
- PMN
- NVNO
- AHH
- INMB
- AMTB