Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Interchange Capital Partners, LLC
- IQLT
- AAPL
- JMST
- VTV
- MSFT
- IVV
- JPST
Filing on Feb 03, 2025
Q4 2024
Peregrine Asset Advisers, Inc.
- NVDA
- MSFT
- SPY
- ATGE
- AAPL
- AMZN
- PRIM
Filing on Jan 23, 2025
Q4 2024
Intergy Private Wealth, LLC
- QQQ
- SCHD
- VEA
- SCHF
- VV
- AVDV
- VUG
Filing on Feb 04, 2025
Q4 2024
Delta Financial Advisors LLC
- SPY
- AAPL
- MSFT
- NVDA
- GOOG
- V
- TJX
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Alpine Global Management, LLC
- IMVT
- CLM
- ACHR
- CRF
- HOOD
- IWM
- JNPR
Filing on Feb 13, 2025
Q4 2024
Quaker Capital Investments, LLC
- EQT
- SATS
- LILAK
- UBER
- LBRDK
- GOOG
- CPNG
Filing on Jan 14, 2025
Q4 2024
Omega Financial Group, LLC
- VNQ
- AGG
- IJR
- IVV
- ISTB
- SCHM
- IJH
Filing on Jan 30, 2025
Q4 2024
Farmers & Merchants Trust CO Of Chambersburg Pa
- BIV
- TLT
- VBR
- VBK
- NVDA
- VOE
- VOT
Filing on Feb 11, 2025
Q4 2024
Good Haven Capital Management, LLC
- BRK-B
- JEF
- GOOG
- BLDR
- BAC
- KKR
- DVN
Filing on Feb 03, 2025
Q4 2024
Vision Point Advisory Group, LLC
- SPTM
- SHY
- PM
- SPAB
- LQD
- DE
- BIL
Filing on Jan 03, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Tsp Capital Management Group, LLC
- CIG
- NGD
- MNKD
- ADEA
- SLV
- CWCO
- CTVA
Filing on Feb 13, 2025
Q4 2024
Sands Capital Ventures, LLC
- NU
- DASH
- CPNG
- PATH
- DDOG
- MNDY
- TARS
Filing on Jan 31, 2025
Q4 2024
Sterling Financial Planning, Inc.
- IJJ
- IAU
- IVW
- IJT
- IJK
- DFIV
- FNDX
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2023
Q4 2022
Stormborn Capital Management, LLC
- DECK
- VVV
- CROX
- DRVN
- TPX
- LVS
- RACE
Filing on Nov 01, 2023
Q3 2023
Prw Wealth Management LLC
- IVV
- VUG
- EFA
- QQQ
- VTV
- MINT
- AGG