Largest Portfolios by Value
Filing on Feb 24, 2025
Q4 2024
United Advisor Group, LLC
- AAPL
- NVDA
- AMZN
- DGRW
- MSFT
- ACIO
- RDVY
Filing on Jan 21, 2025
Q4 2024
Lex Aurum Advisors, LLC
- GSLC
- AAPL
- VTI
- SHW
- AVUS
- BRK-A
- AVIG
Filing on Jan 14, 2025
Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.
- NVDA
- MSFT
- OUSA
- AAPL
- SPY
- LLY
- AMZN
Filing on Jan 22, 2025
Q4 2024
Moody Aldrich Partners LLC
- WTFC
- VIRT
- CWAN
- CASH
- CADE
- INDB
- SWX
Filing on Feb 14, 2023
Q4 2022
Filing on Jul 25, 2024
Q2 2024
Janiczek Wealth Management, LLC
- IVV
- AVDE
- AGG
- DSTL
- DGRW
- SCHD
- FNDA
Filing on Jan 14, 2025
Q4 2024
Cypress Wealth Services, LLC
- IVV
- AAPL
- SPLG
- QUAL
- IVW
- DYNF
- EFG
Filing on Nov 12, 2024
Q3 2024
Concentric Wealth Management, LLC
- BRK-A
- AVUV
- AAPL
- MSFT
- IEFA
- GOOGL
- IEMG
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Mitchell Mcleod Pugh & Williams Inc
- VOO
- AAPL
- VUG
- VTV
- VO
- MSFT
- NVDA
Filing on Feb 07, 2025
Q4 2024
Gould Asset Management LLC
- SPY
- STIP
- VGSH
- TLT
- VCSH
- IVV
- VNQ
Filing on Jan 14, 2025
Q4 2024
Edge Wealth Management LLC
- AAPL
- PFF
- GOOGL
- MSFT
- SHY
- IWM
- JPM
Filing on Jan 14, 2025
Q4 2024
Twele Capital Management, Inc.
- IVV
- VOO
- BND
- IEF
- AGG
- VYM
- IEFA
Filing on Nov 01, 2024
Q3 2024
First Personal Financial Services
- MSFT
- ACN
- GOOGL
- WM
- IVV
- TMO
- PG
Filing on Feb 04, 2025
Q4 2024
Rowland & CO Investment Counsel
- AAPL
- PGR
- MSFT
- ADP
- WMT
- GOOG
- LLY
Filing on Feb 14, 2025
Q4 2024
Appian Way Asset Management LP
- GLNG
- SGML
- SEE
- PCT
- CC
- SPR
- ESI
Filing on Feb 13, 2025
Q4 2024
Eam Global Investors LLC
- QFIN
- WIX
- TAC
- TGLS
- CRS
- ROAD
- QTWO
Filing on Feb 03, 2025
Q4 2024
Citizens National Bank Trust Department
- AAPL
- AVGO
- GOOG
- MSFT
- AMZN
- NVDA
- JPM