Largest Portfolios by Value
Filing on Feb 06, 2025
Q4 2024
Townsend Asset Management Corp
- QQQ
- DGRW
- AMZN
- QCOM
- V
- JPM
- AAPL
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Seaside Wealth Management, Inc.
- VTI
- VEA
- DFSV
- DFEM
- VCIT
- VGIT
- DISV
Filing on Jan 15, 2025
Q4 2024
Wealth Bridge Investment Counsel Inc.
- JPM
- GS
- ORCL
- V
- AMZN
- AAPL
- ETN
Filing on Jan 13, 2025
Q4 2024
Grandview Asset Management LLC
- NVDA
- AAPL
- MSFT
- SPY
- QQQ
- VYM
- BRK-B
Filing on May 03, 2023
Q1 2023
Le Jeune Puetz Investment Counsel LLC
- AAPL
- MSFT
- FLOT
- GOOG
- VCSH
- VTV
- SPY
Filing on Feb 03, 2025
Q4 2024
Pya Waltman Capital, LLC
- BRK-B
- ROST
- MKL
- POST
- TDG
- AMZN
- GOOGL
Filing on Feb 13, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024
Quaker Wealth Management, LLC
- VTI
- VCSH
- VCIT
- SGOV
- JEPI
- JAAA
- VGIT
Filing on Jan 14, 2025
Q4 2024
Congress Park Capital LLC
- IVV
- JFR
- AMZN
- NEA
- AAPL
- GOOGL
- META
Filing on Feb 13, 2024
Q4 2023
Landmark Financial Advisors, LLC
- VEA
- GUNR
- STIP
- VOO
- DFNM
- RAVI
- BND
Filing on Jan 24, 2025
Q4 2024
Pennsylvania Capital Management Inc
- AAPL
- MSFT
- IVV
- AMZN
- JPIE
- NVDA
- FNDF
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Wealth Management Resources, Inc.
- SPHQ
- FBND
- IEF
- SPYG
- SCHD
- IHDG
- ISTB
Filing on Feb 05, 2025
Q4 2024
Prudent Man Advisors, LLC
- VTI
- BND
- HYG
- ESGU
- VEA
- AAPL
- BSV
Filing on Feb 05, 2025
Q4 2024
Henry James International Management Inc.
- SHOP
- IHG
- SAP
- UBS
- RACE
- AER
- SONY
Filing on Jan 28, 2025
Q4 2024
Stiles Financial Services Inc
- NVDA
- AAPL
- AMZN
- COST
- BRK-B
- MSFT
- BIL