Largest Portfolios by Value
Filing on Nov 10, 2022
Q3 2022
Agf Investments America Inc.
- DHR
- TMO
- TTEK
- ALB
- VMI
- APH
- TRMB
Filing on Jan 10, 2025
Q3 2024
Union Heritage Capital, LLC
- AAPL
- MSFT
- CPRT
- ORCL
- LLY
- APH
- MA
Filing on Jan 13, 2025
Q4 2024
Cypress Financial Planning LLC
- IVV
- VCIT
- VGIT
- VCSH
- VEA
- VNQ
- VXF
Filing on Jan 14, 2025
Q4 2024
Filing on Jan 29, 2024
Q4 2023
Filing on Feb 07, 2025
Q4 2024
Morling Financial Advisors, LLC
- TOTL
- VTI
- UCON
- DFAU
- VGSH
- COIN
- DFAE
Filing on Jan 13, 2025
Q4 2024
Oak Asset Management, LLC
- AAPL
- AMGN
- NVDA
- CVX
- QCOM
- RTX
- FAST
Filing on Jan 23, 2025
Q4 2024
Sage Financial Management Group, Inc.
- BIV
- IVV
- VEU
- SCHX
- VCSH
- BSV
- SPYG
Filing on Jan 13, 2025
Q4 2024
Granite Bay Wealth Management, LLC
- MDY
- JHCB
- IJR
- BOTZ
- EEM
- JHPI
- EWJ
Filing on Feb 14, 2025
Q4 2024
Triumph Capital Management
- FTSM
- FIXD
- SPY
- FEX
- SDVY
- BND
- RDVY
Filing on Feb 14, 2025
Q4 2024
Talon Private Wealth, LLC
- FTSM
- FIXD
- SPY
- FEX
- SDVY
- BND
- RDVY
Filing on Jan 14, 2025
Q4 2024
Filing on Oct 21, 2024
Q3 2024
Monumental Financial Group Inc.
- IVV
- VGT
- QUAL
- FDIS
- IBDV
- IBTG
- BSV
Filing on Jan 16, 2025
Q4 2024
First United Bank & Trust
- QQQ
- VTV
- AAPL
- VUG
- VOO
- MSFT
- DVY
Filing on Feb 13, 2025
Q4 2024
Sr One Capital Management, LP
- ACLX
- CRSP
- DSGN
- NKTX
- SBTX
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Thomist Capital Management, LP
- ASTL
- STLD
- CHRD
- DAR
- PSX
- NUE
- HCC
Filing on Jan 24, 2025
Q4 2024