Largest Portfolios by Value
Filing on Jan 13, 2025
Q4 2024
Seed Wealth Management, Inc.
- VMBS
- JMBS
- SCHB
- SCHP
- AVUV
- AVUS
- SPMB
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Klein Pavlis & Peasley Financial, Inc.
- CCJ
- AEM
- SGOV
- OKE
- SCHW
- SCCO
- ALSN
Filing on Jan 28, 2025
Q4 2024
Keystone Financial Group, Inc.
- DFAU
- SGOV
- SCHD
- VIGI
- VIG
- SHV
- VTIP
Filing on Jan 22, 2025
Q4 2024
Southern Style Financial, Inc.
- IVV
- FBND
- SLQD
- IAU
- COST
- IJR
- MSFT
Filing on Feb 11, 2025
Q4 2024
Kiker Wealth Management, LLC
- IWM
- OUNZ
- NLR
- IGSB
- FTXL
- CIBR
- TLT
Filing on Nov 13, 2023
Q3 2023
Destiny Capital Securities Corporation
- SPYG
- SPYV
- SPTS
- IVV
- SPAB
- SPSM
- SHYG
Filing on Jan 10, 2025
Q4 2024
Bruce G. Allen Investments, LLC
- EFV
- VTV
- FNDX
- SCHD
- FNDF
- VOE
- PHYS
Filing on Jan 29, 2025
Q4 2024
Hidden Cove Wealth Management, LLC
- SCHD
- IWY
- VNLA
- JAAA
- AAPL
- IOO
- RDVY
Filing on Feb 10, 2025
Q4 2024
Pollock Investment Advisors, LLC
- FTCS
- SELV
- ORLY
- MA
- AAPL
- TJX
- LMT
Filing on Feb 06, 2025
Q4 2024
Bravias Capital Group, LLC
- BBUS
- VGT
- GMOM
- BRK-B
- VUG
- NTSX
- VAMO
Filing on Jan 17, 2025
Q4 2024
Mustard Seed Financial, LLC
- BSV
- BIV
- VCSH
- VUG
- VTV
- VXUS
- WMT
Filing on Feb 20, 2025
Q4 2024
Kingstone Capital Partners Texas, LLC
- NVDA
- AAPL
- EVT
- MSFT
- META
- JEPI
- AMZN
Filing on Jan 17, 2025
Q4 2024
Davis Capital Management
- SCHB
- SCHD
- SCHF
- SCHA
- AAPL
- VTI
- GOOG
Filing on Jan 06, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Andina Capital Management, LLC
- AGG
- FIXD
- XDSQ
- JAAA
- VONG
- BUFR
- VEA
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024