Largest Portfolios by Value
Filing on Oct 10, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Constant Guidance Financial LLC
- BRK-B
- SPY
- LQD
- USMV
- SCHD
- JPMPRM
- AAPL
Filing on Nov 07, 2024
Q3 2024
Bennett Associates Wealth Management
- FTCS
- IEFA
- GSLC
- EMXC
- MGK
- VO
- RODM
Filing on Oct 24, 2024
Q3 2024
Investment Partners Asset Management, Inc.
- AAPL
- MSFT
- JEPI
- PFFV
- XYLD
- NVDA
- GOOGL
Filing on Nov 05, 2024
Q3 2024
Filing on Nov 05, 2024
Q3 2024
Rmr Capital Management, LLC
- BRK-B
- SGOV
- TSLA
- RSP
- BRK-A
- SPSM
- GOOGL
Filing on Oct 23, 2024
Q3 2024
Nicholson Wealth Management Group, LLC
- VOO
- VTI
- UBSI
- EFA
- AVDE
- PIE
- LMT
Filing on Oct 07, 2024
Q3 2024
Shotwell Rutter Baer Inc
- VTI
- AVLV
- VCIT
- AVUV
- VEA
- AVEM
- VGIT
Filing on Oct 16, 2024
Q3 2024
Filing on Nov 07, 2024
Q3 2024
Parkwoods Wealth Partners, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAS
- MSFT
- DFAC
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 21, 2024
Q3 2024
1858 Wealth Management, LLC
- AAPL
- MSFT
- NVDA
- META
- CME
- AME
- AMZN
Filing on Nov 01, 2024
Q3 2024
Processus Wealth & Capital Management, LLC
- NVDA
- AAPL
- IWY
- AMZN
- IWS
- MA
- FDX
Filing on Oct 22, 2024
Q3 2024
Filing on Nov 15, 2024
Q3 2024
Financial Network Wealth Advisors LLC
- BUFR
- SPYG
- SPYV
- BUFF
- HYD
- SPDW
- AAPL
Filing on Nov 14, 2024
Q3 2024
Arrowstreet Capital, Limited Partnership
- MSFT
- NVDA
- AAPL
- META
- T
- LLY
- WFC
Filing on Nov 22, 2024
Q3 2024
Capstone Capital Wealth Advisors
- DFAC
- DFIC
- DFEM
- VCSH
- VTEB
- VCIT
- AAPL
Filing on Oct 15, 2024
Q3 2024
Mustard Seed Financial, LLC
- BSV
- BIV
- VCSH
- VTV
- VUG
- VXUS
- VOE