Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Princeton Capital Management LLC
- NVDA
- AAPL
- AMZN
- MSFT
- GOOGL
- CRWD
- LLY
Filing on Jan 22, 2025
Q4 2024
Heirloom Wealth Management
- DFIP
- GOVT
- V
- GOOG
- NVDA
- MSFT
- BRK-B
Filing on Jan 30, 2025
Q4 2024
Blue Zone Wealth Advisors, LLC
- QQQ
- AAPL
- GOOGL
- IVW
- WMB
- AZO
- TTD
Filing on Feb 10, 2025
Q4 2024
Sovereign Investment Advisors, LLC
- IVV
- VNLA
- USMV
- MPLX
- JAAA
- IEFA
- BND
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Wick Capital Partners, LLC
- ITOT
- VTI
- IVV
- IXUS
- JEPI
- JEPQ
- IEFA
Filing on Jan 27, 2025
Q4 2024
Nova Point Capital, LLC
- BRK-B
- VTI
- AAPL
- IBDQ
- SPLG
- HD
- MSFT
Filing on Oct 20, 2023
Q3 2023
Steward Financial Group LLC
- TFLO
- DFAC
- DFUV
- DFIC
- DFAT
- PFEB
- DFEM
Filing on Feb 14, 2025
Q4 2024
Tybourne Capital Management (Hk) LTD
- IQV
- ADSK
- LPLA
- EPAM
- DASH
- TXN
- LSCC
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Haverford Financial Services, Inc.
- AAPL
- MSFT
- MA
- JPM
- ORCL
- COST
- HON
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Keystone Financial Planning, Inc.
- SCHD
- MSFT
- PM
- VZ
- BMY
- SPYD
- CME
Filing on Jan 14, 2025
Q4 2024
Brave Asset Management Inc
- XLK
- EFV
- AAPL
- SPY
- ZD
- VOO
- XLV
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Hel Ved Capital Management LTD
- FLEX
- LITE
- KEYS
- EDU
- FUTU
- ROK
- BILL