Largest Portfolios by Value
Filing on Jan 28, 2025
Q4 2024
Graphene Investments Sas
- AAPL
- GOOGL
- MSFT
- NVDA
- BK
- RJF
- LLY
Filing on Jan 28, 2025
Q4 2024
Four Tree Island Advisory LLC
- MLI
- JXN
- EQH
- WLFC
- AER
- AMAT
- AB
Filing on Feb 14, 2025
Q4 2024
Marshall & Sterling Wealth Advisors Inc.
- DGRW
- MOAT
- VUG
- VCIT
- RSP
- VGT
- VIG
Filing on Jan 13, 2025
Q4 2024
Wallace Advisory Group, LLC
- MRK
- CVX
- AMZN
- CI
- AAPL
- GLDM
- MSFT
Filing on Feb 14, 2025
Q4 2024
Harvest Investment Advisors, LLC
- QQQ
- EFA
- IWM
- ONEQ
- EEM
- VWO
- AVGO
Filing on Jan 28, 2025
Q4 2024
Sumitomo Mitsui Trust Holdings, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- TSLA
- GOOGL
Filing on Jan 07, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Whalen Wealth Management Inc.
- SHV
- FLOT
- NVDA
- AMZN
- SLQD
- JEPI
- IBTJ
Filing on Feb 10, 2025
Q4 2024
Taylor Financial Group, Inc.
- VUG
- NSC
- FISV
- AAPL
- BRK-B
- ORCL
- HD
Filing on Jan 22, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Noble Wealth Management Pbc
- IJR
- FIGB
- BUFR
- PDI
- TSLA
- GSEW
- FSCO
Filing on Feb 14, 2025
Q4 2024
Fin Dec Wealth Services, Inc.
- CGCP
- CGDV
- DFAU
- DFCF
- DFSD
- CGGO
- CGUS
Filing on Feb 12, 2025
Q4 2024
Hippocratic Financial Advisors, LLC
- DFAC
- DFSD
- VYM
- DUHP
- DFIC
- DFCF
- DFEM
Filing on Feb 14, 2025
Q4 2024
Valley Financial Group, Inc.
- IVV
- VEU
- QVAL
- QMOM
- VTI
- IVAL
- IMOM
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Osprey Private Wealth LLC
- NVDA
- GOOG
- META
- V
- JPM
- TTEK
- MSFT
Filing on Jan 30, 2025
Q4 2024
Mainsail Asset Management, LLC
- VUG
- VTV
- CTAS
- VBR
- AAPL
- VBK
- VIG
Filing on Feb 06, 2025
Q4 2024
Mainstream Capital Management LLC
- JPST
- AAPL
- AMZN
- META
- IWF
- NVDA
- GOOG