Largest Portfolios by Value
Filing on Oct 21, 2024
Q3 2024
Filing on Jul 22, 2024
Q2 2024
Coordinated Financial Services, Inc./Co
- IVV
- SPY
- VTI
- QQQ
- SCHD
- VB
- EFA
Filing on Oct 03, 2024
Q3 2024
Life Plan Financial, LLC
- IAU
- SPYG
- XLP
- XLB
- SWAN
- VGIT
- XLE
Filing on Aug 12, 2024
Q2 2024
Bush Investment Group, LLC
- VTI
- IWY
- SCHF
- SCHM
- SPLG
- SPHY
- IVW
Filing on Nov 05, 2024
Q3 2024
Canandaigua National Trust CO Of Florida
- LLY
- SPY
- IUSV
- FNDF
- MDYV
- MSFT
- SPYG
Filing on Oct 24, 2024
Q3 2024
Fischer Investment Strategies, LLC
- DUHP
- SPMO
- QQQ
- FVAL
- XLU
- IDMO
- XLK
Filing on Oct 31, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Grizzlyrock Capital, LLC
- GSM
- DRVN
- MGNI
- CASH
- PRGO
- AMBP
- GPRE
Filing on Oct 25, 2024
Q3 2024
Fort Vancouver Investment Management, LLC
- VOO
- SCHF
- AVEM
- AVUV
- VXF
- VCSH
- VTIP
Filing on Oct 07, 2024
Q3 2024
Sherrill & Hutchins Financial Advisory, Inc
- VONE
- FBND
- AVUV
- SCHK
- MCBS
- TSLA
- HD
Filing on Oct 30, 2024
Q3 2024
Filing on Oct 18, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Twin City Private Wealth, LLC
- JPM
- META
- CMCSA
- WFC
- MSFT
- PM
- XOM
Filing on Oct 21, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Compass Rose Asset Management, LP
- PARA
- ACI
- WBD
- WBD
- INTC
- ACI
- BHC
Filing on Oct 25, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
State Farm Mutual Automobile Insurance CO
- LLY
- CAT
- AAPL
- ITW
- JNJ
- MSFT
- NUE
Filing on Oct 30, 2024
Q3 2024