Largest Portfolios by Value
Filing on Jan 23, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
- GOOG
- BAC
- VRT
- SCCO
- CRWD
- AMZN
- ITCI
Filing on Apr 28, 2025
Q1 2025
Harbour Trust & Investment Management CO
- NVDA
- AAPL
- GOOG
- COST
- BRK-B
- JPM
- MA
Filing on Apr 24, 2025
Q1 2025
Philip James Wealth Mangement, LLC
- BRK-B
- XOM
- OXYWS
- QCOM
- OXY
- INTC
- MOAT
Filing on Feb 03, 2025
Q4 2024
Rw Investment Management LLC
- VTI
- DFIC
- DFAT
- BSV
- VCSH
- DFUV
- DFEM
Filing on Feb 25, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Financial Synergies Wealth Advisors, Inc.
- IVV
- VUG
- VO
- VTV
- EFV
- EFG
- VEA
Filing on Feb 13, 2025
Q4 2024
Strategies Wealth Advisors, LLC
- VUG
- VTV
- SPDW
- DGRO
- QUAL
- VBK
- IEFA
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Filing on Feb 14, 2025
Q4 2024
Sone Capital Management, LLC
- WM
- WTW
- ROP
- PEP
- SHW
- BSY
- SNPS
Filing on Jan 21, 2025
Q4 2024
Linden Thomas Advisory Services, LLC
- NVDA
- AAPL
- META
- MSFT
- AVGO
- CRM
- APP
Filing on Feb 14, 2025
Q4 2024
Mufg Securities Americas Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- TSLA
- GOOGL
Filing on Feb 12, 2025
Q4 2024
Atlas Capital Advisors LLC
- PG
- XLK
- MSFT
- AAPL
- SPEM
- PLMR
- XLF
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Rockbridge Investment Management, Lcc
- SCHZ
- DFAC
- SPTM
- BND
- VCSH
- IEFA
- DFIC
Filing on Jan 24, 2025
Q4 2024
Absolute Investment Advisers LLC
- ACP
- AVK
- BIGZ
- ZTR
- INSI
- DMA
- MEGI