Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

U S Wealth Group, Llc.

  • AGG
  • IEF
  • TLT
  • AAPL
  • NVDA
  • SCHX
  • MSFT
U S Wealth Group, Llc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 40
Filing on Jan 29, 2025 Q4 2024

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONG
  • VONV
  • VEA
Golden Road Advisors LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 39
Filing on Feb 19, 2025 Q4 2024

Pinney & Scofield, Inc.

  • DFAS
  • DFIV
  • DFIP
  • DFUV
  • DFAT
  • LLY
  • DISV
Pinney & Scofield, Inc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 225
Filing on Feb 07, 2025 Q4 2024

Hopwood Financial Services, Inc.

  • SPY
  • CGXU
  • IJH
  • BSV
  • IJR
  • MDY
  • XOM
Hopwood Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 310
Filing on Feb 12, 2025 Q4 2024

Broadway Wealth Solutions, Inc.

  • SPLG
  • USTB
  • AVDE
  • JPIB
  • SPMD
  • AVEM
  • SPSM
Broadway Wealth Solutions, Inc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 92
Filing on Feb 11, 2025 Q4 2024

English Capital Management LLC

  • G
  • ARW
  • AER
  • SYF
  • BKNG
  • GL
  • CI
English Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 30
Filing on Jan 17, 2025 Q4 2024

Sharp Financial Services, LLC

  • IYY
  • AGG
  • VGIT
  • IVW
  • IYF
  • GLD
  • SPY
Sharp Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 96
Filing on Feb 14, 2025 Q4 2024

Schwallier Wealth Management LLC

  • SPHQ
  • JPST
  • VTV
  • XMHQ
  • AGGY
  • FTSM
  • BND
Schwallier Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 35
Filing on Feb 13, 2025 Q4 2024

Cravens & CO Advisors, LLC

  • SMBK
  • DFAC
  • DBND
  • VMBS
  • VGIT
  • DFEM
  • VGSH
Cravens & CO Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 62
Filing on Jan 30, 2025 Q4 2024

Asset Planning,Inc

  • AMZN
  • TDG
  • LLY
  • AAPL
  • COST
  • ALL
  • MCD
Asset Planning,Inc's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 317
Filing on Feb 12, 2025 Q4 2024

Clifford Group, LLC

  • VOO
  • SCHD
  • VXF
  • MGK
  • EFV
  • VGT
  • AMZN
Clifford Group, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 75
Filing on Jan 29, 2025 Q4 2024

Mont Vue Capital Management, Inc.

  • ITOT
  • VTI
  • IXUS
  • XLK
  • VXUS
  • VXF
  • VGT
Mont Vue Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 59
Filing on Feb 13, 2025 Q4 2024

Landing Point Financial Group, LLC

  • IVV
  • FDVV
  • IJH
  • AAPL
  • VOO
  • IJR
  • GOVT
Landing Point Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 69
Filing on Jan 23, 2025 Q4 2024

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • META
  • AMZN
  • MSFT
  • SDY
  • BRK-B
Lewis Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 129
Filing on Feb 14, 2025 Q4 2024

South Plains Financial, Inc.

  • IEFA
  • IJH
  • AAPL
  • MSFT
  • IVV
  • GOOGL
  • AMZN
South Plains Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 353
Filing on Feb 14, 2025 Q4 2024

Vestment Financial LLC

  • DFAC
  • DFSD
  • DFIC
  • DFNM
  • DFEM
  • DUHP
  • AVLV
Vestment Financial LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 38
Filing on Feb 11, 2025 Q4 2024

Kazazian Asset Management, LLC

  • DIS
  • C
  • GOOG
  • AMZN
  • CHWY
  • EAT
  • LZ
Kazazian Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 61
Filing on Feb 07, 2025 Q4 2024

Travelers Companies, Inc.

  • REPX
Travelers Companies, Inc.'s Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 3