Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Millington Financial Advisors, LLC
- SPYG
- SPYV
- SPDW
- XBAP
- SPEM
- SPY
- SPMD
Filing on May 15, 2025
Q1 2025
Plotkin Financial Advisors, LLC
- VTI
- MOAT
- RDVY
- QQQ
- VIG
- SMH
- CIBR
Filing on May 05, 2025
Q1 2025
Foundry Financial Group, Inc.
- IVV
- QUAL
- AVIV
- JHML
- IEFA
- AVLV
- IUSV
Filing on May 14, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Paul Damon & Associates, Inc.
- QQQ
- SCHD
- SPY
- IWY
- AMZN
- DGRW
- BUFR
Filing on May 07, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Solano Wealth Investment Advisors LLC
- BUFR
- QQQM
- SDVY
- SPTM
- ITOT
- RDVY
- DGRW
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Inlight Wealth Management, LLC
- VEA
- CEF
- RSP
- IJR
- COWZ
- VTV
- IQLT
Filing on Oct 18, 2024
Q3 2024
Raymond James & Associates
- VOO
- AGG
- MSFT
- AAPL
- NVDA
- AMZN
- IEFA
Filing on Feb 11, 2025
Q4 2024
Mosley Wealth Management
- IVV
- JEPI
- XLSR
- IUSB
- IVW
- EFV
- EFG
Filing on May 12, 2025
Q1 2025
Hrc Wealth Management, LLC
- SCHG
- SCHV
- SCHX
- SCHD
- VOT
- SLYG
- AAPL