Largest Portfolios by Value
Filing on Feb 10, 2025
Q4 2024
Custos Family Office, LLC
- IVV
- FVAL
- USMV
- DGRO
- IEMG
- VWO
- IEFA
Filing on Jan 21, 2025
Q4 2024
Vishria Bird Financial Group, LLC
- FDX
- AAPL
- GOOGL
- AMZN
- MSFT
- IJR
- QQQ
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Steamboat Capital Partners, LLC
- CMPO
- APO
- GOOG
- AVGO
- META
- WFRD
- HALO
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 14, 2022
Q3 2022
Radnor Financial Advisors, LLC
- DFUV
- VBK
- SCHC
- VUG
- VTI
- DFAT
- VWO
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Aft, Forsyth & Sober, LLC
- QQQ
- SPY
- RSP
- IJH
- IJR
- ITOT
- MSFT
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Cornell Pochily Investment Advisors, Inc.
- AAPL
- NVDA
- ITOT
- SPY
- TMP
- MSFT
- BRK-A
Filing on Feb 05, 2025
Q4 2024
Aimz Investment Advisors, LLC
- AAPL
- META
- MSFT
- GOOG
- QCOM
- VRTX
- GOOGL
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Missouri Trust & Investment CO
- AAPL
- ORLY
- MSFT
- IDEV
- SCHA
- SCHM
- IEMG
Filing on Jan 16, 2025
Q4 2024
Filing on Oct 23, 2024
Q3 2024
Filing on Feb 13, 2025
Q4 2024
Fernwood Investment Management, LLC
- TPL
- AAPL
- META
- MGK
- NVDA
- AMZN
- GOOGL
Filing on Jan 16, 2025
Q4 2024
Ami Investment Management Inc
- VGSH
- VGT
- VCSH
- VGIT
- SPY
- MSFT
- GOOG
Filing on Jan 29, 2025
Q4 2024
Three Bridge Wealth Advisors, LLC
- ACWI
- VOO
- SPY
- COIN
- VT
- IWR
- QQQ