Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Family Investment Center, Inc.
- SPHQ
- SPMO
- JIRE
- AVUV
- XMHQ
- BIV
- BKLN
Filing on Feb 06, 2025
Q4 2024
Vantage Financial Partners, LLC
- ITOT
- AGG
- IVV
- IXUS
- DIVO
- IUSG
- IJH
Filing on Jan 24, 2025
Q4 2024
Inlet Private Wealth, LLC
- AAPL
- MSFT
- BRK-B
- MCK
- JPM
- CSCO
- GOOG
Filing on Feb 12, 2025
Q4 2024
Okabena Investment Services Inc
- VXUS
- VOO
- TGT
- VT
- EEM
- SPY
- MUB
Filing on Nov 12, 2024
Q3 2024
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Berkeley Capital Partners, LLC
- SPY
- VYM
- VCIT
- VCLT
- QQQ
- VIS
- SPSM
Filing on Feb 04, 2025
Q4 2024
Oakwell Private Wealth Management, LLC
- VTI
- VEA
- DFEM
- IJR
- AVUV
- ITOT
- VCIT
Filing on Jan 30, 2025
Q4 2024
Monument Capital Management
- ITOT
- VEA
- QQQ
- MSFT
- AAPL
- USHY
- EMB
Filing on Feb 06, 2025
Q4 2024
Wealth Advisory Solutions, LLC
- SPY
- IJH
- IJJ
- SPLG
- AAPL
- LLY
- AMZN
Filing on Jan 31, 2025
Q4 2024
Northstar Asset Management Inc
- AAPL
- MSFT
- COST
- SYK
- GOOGL
- ADP
- TJX
Filing on Jul 26, 2022
Q2 2022
Filing on Feb 11, 2025
Q4 2024
Vickerman Investment Advisors, Inc.
- PULS
- SGOV
- XLK
- BOND
- IXN
- XLC
- XLE
Filing on May 18, 2023
Q1 2023
Filing on Feb 07, 2025
Q4 2024
Founders Financial Alliance, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- PULS
- BIL
- XLE
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Xcel Wealth Management, LLC
- RH
- AMZN
- GOOGL
- BAC
- AAPL
- JPM
- NVDA