Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Financial Strategies Group, Inc.
- SPTM
- SPAB
- IQLT
- SPEM
- SPMD
- FNDX
- SLYV
Filing on Jan 14, 2025
Q4 2024
Advisors Management Group Inc
- PFFD
- PFF
- PGX
- NVDA
- ETR
- SGOL
- MLPA
Filing on Jan 23, 2025
Q4 2024
Stordahl Capital Management, Inc.
- VOO
- DFAS
- VOOV
- DFIC
- BND
- DFSV
- STIP
Filing on Jan 22, 2025
Q4 2024
Mattern Wealth Management LLC
- DFAC
- DFSD
- AAPL
- MSFT
- DFIC
- AVUS
- QQQ
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Harvey Capital Management Inc
- NVDA
- AMZN
- GOOG
- AAPL
- MSFT
- URI
- ORCL
Filing on Feb 13, 2025
Q4 2024
Kettle Hill Capital Management, LLC
- PENN
- WYNN
- RH
- KIM
- BEN
- CABO
- ED
Filing on Jan 16, 2025
Q4 2024
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- RSP
Filing on Jul 31, 2024
Q2 2024
Filing on Feb 06, 2025
Q4 2024
Financial Services Advisory Inc
- SPY
- VOO
- OEF
- SCHB
- JEPI
- JQUA
- MGC
Filing on Feb 11, 2025
Q4 2024
Capco Asset Management, LLC
- PGR
- MAR
- MKL
- MSFT
- CHTR
- WBD
- AMZN
Filing on Jan 30, 2025
Q4 2024
Pathway Financial Advisors LLC
- GBIL
- VTV
- VUG
- VO
- SPY
- MXI
- IJR
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 07, 2023
Q4 2022
Sanford Advisory Services, LLC
- USMV
- GSLC
- IJH
- IVV
- SYK
- DGRO
- AAPL
Filing on Jan 17, 2025
Q4 2024
True North Advisors, LLC
- LII
- BRK-B
- AAPL
- MSFT
- COST
- AVGO
- AMZN