Largest Portfolios by Value
Filing on Jan 10, 2025
Q4 2024
Sugarloaf Wealth Management, LLC
- DRSK
- GPC
- ACIO
- SPLG
- VIGI
- OSCV
- RSP
Filing on Jan 29, 2025
Q4 2024
Walkner Condon Financial Advisors LLC
- SPLG
- IVV
- VOO
- SPDW
- AAPL
- JCPB
- FTCS
Filing on Feb 13, 2025
Q4 2024
Security Financial Services, Inc.
- SPLG
- IVW
- QUAL
- DYNF
- DFUS
- VOO
- EFV
Filing on Feb 04, 2025
Q4 2024
Mengis Capital Management, Inc.
- AAPL
- MSFT
- CVX
- PCAR
- JPM
- GOOG
- COST
Filing on Feb 12, 2025
Q4 2024
Te Ahumairangi Investment Management LTD
- MSFT
- VZ
- AAPL
- GOOGL
- RE
- VRSN
- T
Filing on Jan 14, 2025
Q4 2024
Paragon Capital Management LTD
- VIG
- ABNB
- SPHQ
- COIN
- MSFT
- CRM
- COWZ
Filing on Feb 05, 2025
Q4 2024
Private Capital Management LLC
- DFUS
- DFAI
- JCPB
- SPHQ
- UITB
- VTV
- VONE
Filing on Jan 10, 2025
Q4 2024
Marotta Asset Management
- VOE
- VGT
- VTIP
- BNDX
- XCEM
- VBR
- VDC
Filing on Feb 11, 2025
Q4 2024
Blue Grotto Capital, LLC
- CRS
- SE
- DESP
- AMZN
- GNRC
- CACI
- DAL
Filing on Nov 18, 2024
Q3 2024
Virtue Capital Management, LLC
- RSP
- MINT
- SHV
- FLTR
- FTSL
- QQQ
- SPY
Filing on Jan 30, 2025
Q4 2024
Everhart Financial Group, Inc.
- VTI
- AAPL
- NVDA
- MSFT
- SCHG
- VTV
- AMZN
Filing on Feb 03, 2025
Q4 2024
First National Bank & Trust CO Of Newtown
- VTI
- VCSH
- AAPL
- BIV
- DVY
- IEFA
- MSFT
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Sirios Capital Management L P
- TSM
- AMZN
- GMED
- ALC
- CG
- ROP
- GE
Filing on Feb 10, 2025
Q4 2024
United Capital Management Of Ks, Inc.
- SCHO
- PLTR
- TSLA
- NVDA
- AAPL
- AMZN
- XBI
Filing on Jan 22, 2025
Q4 2024
Hunter Perkins Capital Management, LLC
- CASY
- BRK-B
- ELS
- FISV
- GOOGL
- GPK
- JNJ
Filing on Jan 06, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024