Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Rwq Financial Management Services, Inc.
- META
- JPM
- AMZN
- NVDA
- AAPL
- MSFT
- AVGO
Filing on Jan 27, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Lynch Asset Management, Inc.
- NVDA
- GOOGL
- META
- AAPL
- AMZN
- NVO
- NOW
Filing on Jan 03, 2025
Q4 2024
Filing on Jan 07, 2025
Q4 2024
Stonehearth Capital Management, LLC
- VLUE
- MTUM
- DFAI
- SCHD
- OUSM
- VWO
- QUAL
Filing on Feb 03, 2025
Q4 2024
Zullo Investment Group, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- XLK
- XLF
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
One Degree Advisors Inc
- DFAC
- VTI
- VEA
- DFIC
- DFSD
- SGOV
- DFCF
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Mtm Investment Management, LLC
- AAPL
- LOW
- KMI
- MSFT
- LLY
- JPM
- DIVO
Filing on Feb 07, 2025
Q4 2024
Briaud Financial Planning, Inc
- VTI
- GLD
- PDBC
- QQQ
- IAU
- AAPL
- IVV
Filing on Jan 27, 2025
Q4 2024
Encompass Wealth Advisors, LLC
- IVW
- IVE
- IEFA
- IJR
- IJH
- JPST
- AAPL
Filing on Feb 14, 2025
Q4 2024
First Sabrepoint Capital Management LP
- LAUR
- TPB
- MSFT
- FCFS
- MAA
- LOPE
- PM
Filing on Feb 10, 2025
Q4 2024
Long Road Investment Counsel, LLC
- ORLY
- ADP
- SYK
- ORCL
- ITW
- GOOGL
- GOOG
Filing on Feb 07, 2025
Q4 2024
Tilson Financial Group, Inc.
- VUG
- DFAS
- VEA
- VTEB
- SPTI
- SPTS
- IVW
Filing on Feb 12, 2025
Q4 2024
Walled Lake Planning & Wealth Management, LLC
- CAPE
- USMV
- AAPL
- SCHD
- RSP
- IWF
- GILD
Filing on Feb 13, 2025
Q4 2024
Texas Capital Bancshares Inc
- VOO
- NVDA
- AAPL
- IEFA
- IWR
- IWB
- VEA