Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Michelson Medical Research Foundation, Inc.
- MTN
- IVE
- IVV
- GDX
- VEA
- CMP
- EL
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 07, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Forge Financial Services LLC
- CGGO
- CGDV
- RSP
- CGUS
- QQQM
- JHMM
- CGGR
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Shotwell Rutter Baer Inc
- VTI
- AVLV
- VCIT
- AVUV
- VEA
- VGIT
- AVEM
Filing on Feb 07, 2025
Q4 2024
Axis Wealth Partners, LLC
- DGRW
- FBND
- VOO
- VYMI
- SCHD
- FDVV
- VIG
Filing on Jan 23, 2025
Q4 2024
Five Pine Wealth Management
- BND
- VEU
- VUG
- VOO
- VTV
- VB
- RDVY
Filing on Feb 12, 2025
Q4 2024
Clearbridge Investments, LLC
- MSFT
- NVDA
- AMZN
- AAPL
- META
- V
- AVGO
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Financial Harvest, LLC
- DFAT
- DFAC
- DISV
- DUHP
- DFUV
- DFIC
- DFAR
Filing on Nov 12, 2024
Q3 2024
Naples Money Management LLC
- SPY
- NVDA
- NFLX
- MSFT
- TER
- CRS
- META
Filing on Jan 28, 2025
Q4 2024
Comprehensive Financial Planning, Inc./Pa
- AAPL
- NVDA
- MSFT
- META
- JAAA
- IVV
- VOO
Filing on Feb 07, 2025
Q4 2024
Miller Financial Services LLC
- AGG
- IWM
- AAPL
- AMZN
- TLT
- IEF
- UPS
Filing on Feb 14, 2025
Q4 2024
Epacria Capital Partners, LLC
- PM
- BTI
- VEA
- BRK-B
- SPY
- BSM
- CNQ
Filing on Feb 11, 2025
Q4 2024
Antonelli Financial Advisors, LLC
- QQQ
- VTV
- VO
- EFA
- FDN
- AMZN
- IVV
Filing on Jan 15, 2025
Q4 2024
Retirement Wealth Solutions LLC
- VOO
- VEA
- IVV
- BNDX
- BSV
- VWO
- VXF
Filing on Feb 14, 2025
Q4 2024
Phar Vision Advisers, LLC
- EXLS
- VZ
- CSGS
- NFLX
- IRDM
- CXW
- META