Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Bridge Creek Capital Management LLC
- AAPL
- MSFT
- JPM
- BX
- GOOG
- BAC
- AMZN
Filing on Feb 12, 2025
Q4 2024
Hollow Brook Wealth Management LLC
- GLDM
- BRK-B
- MSFT
- PG
- AAPL
- LAB
- JNJ
Filing on Jan 22, 2025
Q4 2024
Curran Financial Partners, LLC
- SCHD
- SPYD
- BIL
- VGT
- PULS
- JEPI
- MLPX
Filing on Feb 07, 2025
Q4 2024
Natural Investments, LLC
- AAPL
- MSFT
- NVDA
- DSI
- HD
- ABBV
- HASI
Filing on Feb 18, 2025
Q4 2024
Western Wealth Management, LLC
- AAPL
- BRK-A
- MSFT
- SCHG
- NVDA
- AVGO
- JEPI
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Hussman Strategic Advisors, Inc.
- CPB
- CL
- VZ
- NVO
- NRG
- QCOM
- PTGX
Filing on Feb 10, 2025
Q4 2024
Buckley Wealth Management, LLC
- AAPL
- MSFT
- BRK-B
- CVX
- AMZN
- GOOGL
- JPM
Filing on Feb 06, 2025
Q4 2024
Filing on Jul 26, 2023
Q2 2023
Relaxing Retirement Coach
- DFUS
- DFIC
- DFAS
- DFEM
- DFCF
- DFAT
- DFNM
Filing on Feb 04, 2025
Q4 2024
Fairhaven Wealth Management, LLC
- IVV
- IEFA
- IJH
- AAPL
- IJR
- IEMG
- MSFT
Filing on Feb 14, 2025
Q4 2024
Pacific Asset Management LLC
- JNK
- HYG
- SRLN
- BKLN
- SJNK
- GTLS
Filing on Feb 10, 2025
Q4 2024
Wellington Shields & Co., LLC
- MSFT
- AAPL
- JPM
- LLY
- NVDA
- FLO
- XOM
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Hurlow Wealth Management Group, Inc.
- VV
- DFUS
- VEA
- VB
- DFAS
- VNQ
- VUG
Filing on Feb 13, 2025
Q4 2024