Largest Portfolios by Value
Filing on Jan 31, 2025
Q4 2024
West Hill Financial Advisors, Inc.
- VOO
- VONG
- VONV
- VEA
- FBND
- SCHR
- VWO
Filing on Jan 27, 2025
Q4 2024
Greenspring Advisors, LLC
- DFAC
- DFAX
- AGG
- DFIC
- AVUS
- AAPL
- DFEM
Filing on Jan 17, 2025
Q4 2024
Marino, Stram & Associates LLC
- VYM
- IVV
- SDY
- VTV
- VUG
- IJH
- IJR
Filing on Feb 06, 2025
Q4 2024
Westover Capital Advisors, LLC
- AAPL
- GOOGL
- NVDA
- MSFT
- AVGO
- AMZN
- GLD
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Liberty Capital Management, Inc.
- VTI
- AAPL
- NVDA
- COST
- AMZN
- INTU
- GOOGL
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Contravisory Investment Management, Inc.
- SPOT
- NFLX
- TSM
- CMG
- DLR
- CTAS
- COST
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Callodine Capital Management, LP
- SPB
- WWW
- VTRS
- OWL
- TSLX
- BAX
- SNY
Filing on Feb 13, 2025
Q4 2024
Third Avenue Management LLC
- DB
- TDW
- HCC
- CBRE
- VAL
- CMA
- ORI
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Intellectus Partners, LLC
- TSLA
- META
- AMZN
- GOOG
- NVDA
- MSFT
- ACHR
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 13, 2023
Q3 2023
Gyroscope Capital Management Group, LLC
- BRK-B
- AAPL
- CSCO
- CMCSA
- CVS
- JPM
- SHW
Filing on Feb 14, 2025
Q4 2024
Park Presidio Capital LLC
- AMZN
- VMC
- META
- WAB
- JBHT
- MA
- TXRH