Largest Portfolios by Value
Filing on Jan 15, 2025
Q4 2024
Client First Investment Management LLC
- ADPV
- SSO
- FLRT
- USD
- JBBB
- ICVT
- FNGO
Filing on Feb 12, 2025
Q4 2024
Kiely Wealth Advisory Group, Inc.
- USFR
- RSP
- VO
- TFLO
- SHYG
- VOO
- BSV
Filing on Jul 27, 2023
Q2 2023
Carlsbad Wealth Advisory Group, Inc.
- SCHX
- SCHG
- SCHV
- VEA
- SCHP
- BIV
- BSV
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Fee Only Financial Planning, L.C.
- VUG
- VTV
- VO
- VBR
- VB
- VBK
- VEU
Filing on Feb 14, 2025
Q4 2024
Oxford Wealth Group, LLC
- XMMO
- COWZ
- QQQ
- MTUM
- AAPL
- RWJ
- META
Filing on Jan 31, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Mendota Financial Group, LLC
- RSP
- DFUS
- DFAI
- DFAS
- IGIB
- BRK-B
- IVV
Filing on Jan 13, 2025
Q4 2024
Hfg Wealth Management, LLC
- IAPR
- MRSK
- FTGC
- IGLD
- PMAR
- BUFR
- DFAU
Filing on Feb 13, 2025
Q4 2024
Bain Capital Public Equity, LP
- AJG
- PFGC
- BURL
- TTEK
- HEI
- CDNS
- MRVL
Filing on Feb 14, 2025
Q4 2024
Lantern Wealth Advisors, LLC
- AAPL
- AVUS
- RSP
- BX
- AVUV
- BND
- AMZN
Filing on Jan 24, 2025
Q4 2024
Gen Financial Management, Inc.
- VIG
- SCHX
- VIGI
- VGSH
- COWZ
- VTEB
- VOOG
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Cetera Trust Company, N.A
- AAPL
- MSFT
- AMZN
- JPM
- WMT
- MCK
- GOOGL
Filing on Feb 24, 2025
Q4 2024
Pullen Investment Management, LLC
- VOO
- VTI
- SCHB
- MSFT
- BRK-B
- SPY
- LINC
Filing on Mar 06, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Clarity Asset Management, Inc.
- AVSU
- ESGV
- AVSD
- NULG
- MUB
- ESGU
- EMXC