Largest Portfolios by Value
Filing on Nov 13, 2024
Q3 2024
Elevate Wealth Advisory, Inc
- ITOT
- VGIT
- BSV
- DFIV
- STIP
- AVUV
- AVDV
Filing on Oct 28, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 13, 2024
Q3 2024
Filing on Nov 07, 2024
Q3 2024
Filing on Nov 02, 2023
Q3 2023
Wealth Spring Partners, LLC
- AGG
- DFAC
- IYK
- IVV
- PHO
- BNDX
- AAPL
Filing on Nov 12, 2024
Q3 2024
Kingdom Financial Group Llc.
- MUB
- IWX
- VMBS
- USIG
- VOO
- IWY
- VGIT
Filing on Nov 08, 2024
Q3 2024
Filing on Oct 02, 2024
Q3 2024
Silvia Mccoll Wealth Management, LLC
- SCHD
- AAPL
- VBR
- CVX
- IJH
- CGGO
- MSFT
Filing on Oct 18, 2024
Q3 2024
Madison Park Capital Advisors, LLC
- VXUS
- VUG
- MDY
- MSFT
- AAPL
- IJR
- AMLP
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Geo Sphere Capital Management, LLC
- IWM
- KGC
- CEIX
- CCJ
- SBLK
- COP
- VALE
Filing on Oct 18, 2024
Q3 2024
Seamount Financial Group Inc
- AAPL
- AMZN
- VTI
- JQUA
- CGDV
- BRK-B
- VIG
Filing on Nov 14, 2024
Q3 2024
Stadium Capital Management LLC
- BLDR
- SNBR
- BC
- TNET
- GDDY
- SONO
- NAVI
Filing on Nov 12, 2024
Q3 2024
Hoge Financial Services, LLC
- IWB
- VT
- BIV
- VTV
- EFA
- VB
- FLOT
Filing on Jan 26, 2023
Q4 2022
Filing on Nov 07, 2024
Q3 2024
Filing on Nov 01, 2024
Q3 2024
Able Wealth Management LLC
- SHV
- ACWI
- IVV
- USMV
- IUSV
- EQWL
- IUSG