Largest Portfolios by Value
Filing on Oct 22, 2024
Q3 2024
Gunn & CO Investment Management, Inc.
- AAPL
- MSFT
- GOOG
- BRK-B
- WMT
- JPM
- HD
Filing on May 13, 2025
Q1 2025
Allen Wealth Management, LLC
- VTV
- FNDX
- AMLP
- VDE
- XOM
- CVX
- CSCO
Filing on May 15, 2025
Q1 2025
Ampersand Capital Group, L.P.
- MELI
- GLBE
- PTC
- DASH
- SHOP
- AXON
- BKNG
Filing on May 07, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Cascade Wealth Advisors, Inc
- FLOT
- VGSH
- SHYG
- SPYI
- JEPI
- VCIT
- VIG
Filing on Apr 09, 2025
Q1 2025
Archer Investment Management, LLC
- SCHR
- VEU
- USMF
- IQLT
- FLDR
- TLT
- DGRW
Filing on Apr 08, 2025
Q1 2025
Wallace Advisory Group, LLC
- MRK
- CVX
- AMZN
- AAPL
- CI
- MSFT
- IVV
Filing on Apr 24, 2025
Q1 2025
L.K. Benson & Company, P.C.
- TROW
- VXUS
- VTI
- SCHF
- BND
- HIDE
- DFUS
Filing on Apr 24, 2025
Q1 2025
Monument Group Wealth Advisors, LLC
- DFAC
- DFAI
- VTI
- VEA
- DFAE
- VTV
- VB
Filing on May 09, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Granite Group Advisors, LLC
- DIS
- MSFT
- AAPL
- AEP
- AMGN
- PEP
- BK
Filing on Jul 07, 2025
Q2 2025
Dominguez Wealth Management Solutions, Inc.
- VUG
- AAPL
- FIXD
- SGOV
- SPLV
- BALT
- EFG
Filing on Apr 23, 2025
Q1 2025
Mission Hills Financial Advisory, LLC
- BIZD
- PCN
- MINT
- PDI
- VEA
- RQI
- QQQ
Filing on May 15, 2025
Q1 2025
Lummis Asset Management, LP
- MTDR
- AAPL
- MSFT
- GOOG
- BSM
- ORCL
- ABT
Filing on May 13, 2025
Q1 2025
Conscious Wealth Investments, LLC
- SPY
- HD
- VCIT
- IUSB
- NFLX
- CPRT
- NVDA
Filing on May 15, 2025
Q1 2025
Strive Asset Management, LLC
- QQQ
- STRV
- MSTR
- CMF
- IGIB
- GBIL
- AMZN
Filing on Apr 15, 2025
Q1 2025
Christian Investment Advisors, Inc.
- TPLC
- BOND
- IBD
- BIBL
- RWR
- TPSC
- TPIF
Filing on May 12, 2025
Q1 2025
Taylor Financial Group, Inc.
- VUG
- NSC
- FISV
- BRK-B
- AAPL
- HD
- DVY