Largest Portfolios by Value
Filing on Jan 27, 2025
Q4 2024
Kercheville Advisors, LLC
- AMZN
- AAPL
- NVDA
- NFLX
- COST
- GOOG
- META
Filing on Feb 13, 2025
Q4 2024
All Terrain Financial Advisors, LLC
- SPY
- LOW
- IWM
- AAPL
- DIA
- MSFT
- AMZN
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Cherrydale Wealth Management, LLC
- VTI
- DFAC
- ITOT
- VONE
- DFAX
- VXUS
- DFAU
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Client 1 St Advisory Group, LLC
- DFAC
- SPLG
- DFCF
- DFSD
- DFIC
- ESGU
- IUSB
Filing on Feb 03, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Windward Private Wealth Management Inc.
- BSV
- VEA
- VONG
- VONV
- BIV
- VMBS
- VWO
Filing on Feb 03, 2025
Q4 2024
Vista Private Wealth Partners. LLC
- SCHG
- SCHM
- SCHV
- IBTF
- SCHF
- TOTL
- IBTG
Filing on Feb 14, 2025
Q4 2024
Hillman Capital Management, Inc.
- AMZN
- T
- BA
- WBD
- KMX
- MSFT
- ASML
Filing on Feb 18, 2025
Q4 2024
Highview Capital Management LLC
- IVV
- AAPL
- IJH
- SPY
- VEA
- MSFT
- NVDA
Filing on Jan 16, 2025
Q4 2024
Delta Capital Management LLC
- CWB
- AAPL
- XOM
- JPM
- ORCL
- PG
- HD
Filing on Oct 08, 2024
Q3 2024
Hoxton Planning & Management, LLC
- IVV
- IUSB
- IWR
- NVDA
- ISTB
- AAPL
- VOO
Filing on Jan 30, 2025
Q4 2024
Rooted Wealth Advisors, Inc.
- VOO
- DGRO
- JEPI
- SPYG
- IXUS
- GTO
- VO
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Bell & Brown Wealth Advisors, LLC
- AAPL
- AVGO
- LLY
- META
- GOOGL
- XOM
- QCOM
Filing on Jan 15, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Ug Investment Advisers Ltd.
- BABA
- MU
- AAPL
- QCOM
- BEKE
- VCSH
- NVDA