Largest Portfolios by Value
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Trinity Financial Advisors LLC
- SPY
- DFIV
- VEA
- BRK-B
- DFUS
- ORCC
- SCHD
Filing on Feb 13, 2025
Q4 2024
Select Asset Management & Trust
- SPY
- DIA
- VIG
- OEF
- VYM
- MGV
- EME
Filing on Feb 12, 2025
Q4 2024
Crescent Park Management, L.P.
- AVGO
- CLBT
- KKR
- AMZN
- WIX
- SBAC
- PCOR
Filing on Jan 30, 2025
Q4 2024
Keystone Financial Services
- IVV
- IUSB
- IVW
- QUAL
- DYNF
- EFV
- EFG
Filing on May 12, 2023
Q1 2023
Southern Wealth Management, LLP
- IEFA
- SCHC
- VUG
- IEMG
- IWF
- VOO
- EEMV
Filing on Feb 14, 2025
Q4 2024
Lynx1 Capital Management LP
- MRUS
- STOK
- GHRS
- CCCC
- ALLO
- TCRX
- CGEM
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC
- RSP
- SCHB
- SPY
- XOM
- VTI
- AAPL
- VV
Filing on Jan 17, 2025
Q4 2024
Global Trust Asset Management, LLC
- SPY
- QQQ
- AAPL
- BRK-B
- VTI
- MSFT
- IJH
Filing on Feb 07, 2025
Q4 2024
Retirement Capital Strategies
- VOO
- VTHR
- BILS
- BIL
- SPTM
- SGOV
- EFIV
Filing on Jan 27, 2025
Q4 2024
Jackson, Grant Investment Advisers, Inc.
- SPY
- RSP
- SDY
- VIG
- VO
- SPLV
- MSFT
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Juniper Investment Company, LLC
- BVS
- AORT
- LINC
- OFIX
- AMOT
- TWIN
- ALOT
Filing on Feb 13, 2025
Q4 2024
Alpha Dna Investment Management LLC
- SPY
- IWM
- AAPL
- WFC
- MS
- JPM
- ACN
Filing on Jan 23, 2024
Q4 2023
Ledge Wealth Management, Inc.
- VTV
- AGG
- RSP
- VUG
- MUSI
- XLF
- QGRO
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024