Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Panoramic Investment Advisors, LLC
- SPLG
- SCHV
- QUAL
- GOOG
- SCHD
- SCHG
- MOAT
Filing on Jan 29, 2025
Q4 2024
Hibernia Wealth Partners, LLC
- BIL
- SPY
- DIVO
- BUFR
- XLSR
- FISR
- SPSM
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Hudson Canyon Capital Management
- NVDA
- AAPL
- MSFT
- GOOGL
- AMZN
- META
- AVGO
Filing on Jan 22, 2025
Q4 2024
Cobblestone Asset Management LLC
- IVV
- SPYG
- JQUA
- DYNF
- EFV
- EFG
- JEPI
Filing on Jan 15, 2025
Q4 2024
Stone Crest Wealth Management, Inc.
- QQQM
- NVDA
- SPLG
- AMZN
- PVAL
- CIBR
- SPMO
Filing on Jan 29, 2025
Q4 2024
New Republic Capital, LLC
- MS
- AAPL
- SPY
- MSFT
- JPM
- NVDA
- NSC
Filing on Jan 22, 2025
Q4 2024
Ffg Retirement Advisors LLC
- IUSB
- SPLG
- SCHZ
- MBB
- IVW
- DGRW
- VYM
Filing on Feb 14, 2025
Q4 2024
Lloyd Harbor Capital Management, LLC
- CCJ
- SHEL
- URG
- NXE
- CVE
- HCC
- SDRL
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Spahn Wealth & Retirement LLC
- LQD
- IWM
- NVDA
- AXON
- TSLA
- PLTR
- GOOG
Filing on Feb 14, 2025
Q4 2024
Cary Street Partners Investment Advisory LLC
- AAPL
- MSFT
- NVDA
- SPYG
- ET
- SPYV
- TRGP
Filing on Jan 28, 2025
Q4 2024
Visionary Horizons, LLC
- SCHG
- SPYV
- FNDF
- AVEM
- AVUV
- VCLT
- QQQ
Filing on Feb 03, 2025
Q4 2024
Able Wealth Management LLC
- SHV
- ACWI
- IVV
- EQWL
- USMV
- IUSV
- JQUA
Filing on Feb 13, 2025
Q4 2024
Inlight Wealth Management, LLC
- VEA
- CEF
- IJR
- RSP
- COWZ
- VTV
- IWS
Filing on Feb 14, 2025
Q4 2024