Largest Portfolios by Value
Filing on Feb 05, 2025
Q4 2024
Cascade Wealth Advisors, Inc
- FLOT
- SHYG
- VGSH
- VIG
- DFAS
- JEPI
- SPYI
Filing on Jan 15, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Priebe Wealth Holdings LLC
- SPLG
- ARKW
- SPYG
- BRK-B
- ADX
- SPYV
- FNX
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Conscious Wealth Investments, LLC
- SPY
- XLK
- HD
- IUSB
- VCIT
- DAL
- NFLX
Filing on Feb 11, 2025
Q4 2024
Financially Speaking Inc
- JEPQ
- SCHG
- LCTU
- XLK
- XLC
- IVW
- BRK-B
Filing on Oct 23, 2024
Q3 2024
North Ridge Wealth Advisors, Inc.
- DFAC
- DFAX
- VGIT
- EDV
- DFIC
- VWOB
- VTIP
Filing on Feb 10, 2025
Q4 2024
Petra Financial Advisors Inc
- JQUA
- IWP
- GLD
- GOF
- SCHV
- XCEM
- NVDA
Filing on Feb 12, 2025
Q4 2024
California Public Employees Retirement System
- AAPL
- VOO
- MSFT
- NVDA
- AMZN
- AVGO
- META
Filing on Jan 28, 2025
Q4 2024
Sprinkle Financial Consultants LLC
- SCHX
- IJR
- DFUV
- OKE
- JGRO
- OGS
- JPSE
Filing on Feb 12, 2025
Q4 2024
Roi Financial Advisors, LLC
- NVDA
- AAPL
- LLY
- AVGO
- COST
- MSFT
- GOOGL
Filing on Jan 29, 2025
Q4 2024
Wealth Advisors Northwest LLC
- DFAC
- DFIC
- DFSV
- AMZN
- DUHP
- DFAU
- DISV
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Millstone Evans Group, LLC
- AAPL
- NVDA
- MSFT
- DFAC
- BRK-B
- IMCV
- RJF
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Lynx Investment Advisory
- SPHQ
- IJH
- AAPL
- NOBL
- GLD
- IGRO
- DFAI
Filing on Feb 10, 2025
Q4 2024
Kingdom Financial Group Llc.
- IWY
- MUB
- IWX
- VMBS
- USIG
- VOO
- VGSH
Filing on Feb 11, 2025
Q4 2024
Promethium Advisors,Llc
- AAPL
- TPL
- GOOG
- TROW
- GOOGL
- PFE
- BMY