Largest Portfolios by Value
Filing on Feb 05, 2025
Q4 2024
California First Leasing Corp
- GOOGL
- XOM
- AMAT
- MRVL
- GS
- APP
- QCOM
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Sound View Advisors Inc.
- VOO
- VEA
- SPSB
- BILS
- XHLF
- STIP
- IJR
Filing on Feb 12, 2025
Q4 2024
One Ascent Wealth Management LLC
- OACP
- OALC
- OAIM
- VGIT
- OAEM
- IBD
- GBDC
Filing on Jan 24, 2025
Q4 2024
Kathleen S. Wright Associates Inc.
- BRK-B
- VOO
- COKE
- MOAT
- SGOV
- VUG
- VO
Filing on Feb 14, 2025
Q4 2024
High Vista Strategies LLC
- DBC
- AMZN
- MSFT
- HCP
- ANSS
- JNPR
- HES
Filing on Feb 06, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Montgomery Investment Management Inc
- URI
- VSEC
- TFC
- AAPL
- NVR
- DE
- COP
Filing on Jan 07, 2025
Q4 2024
Gp Brinson Investments LLC
- VTI
- VEA
- AGG
- EPD
- VWO
- FSK
- AAPL
Filing on Jan 14, 2025
Q4 2024
Henrickson Nauta Wealth Advisors, Inc.
- DFAC
- UFPI
- AVUS
- DFIC
- AVDE
- DFAT
- AVDV
Filing on Feb 11, 2025
Q4 2024
Berkshire Capital Holdings Inc
- NVDA
- TSLA
- AMZN
- TSM
- AVGO
- META
- HOOD
Filing on Jan 16, 2025
Q4 2024
Purus Wealth Management, LLC
- NVDA
- COST
- ISRG
- AAPL
- AMZN
- AVGO
- WM
Filing on Feb 05, 2025
Q4 2024
Peloton Wealth Strategists
- AMZN
- GOOGL
- MA
- CRM
- JPM
- IBDT
- IBDQ
Filing on Jan 13, 2025
Q4 2024
Tealwood Asset Management Inc
- AVGO
- AAPL
- META
- GOOGL
- MSFT
- POWW
- APO
Filing on Feb 10, 2025
Q4 2024
Valtinson Bruner Financial Planning LLC
- EDV
- BUFR
- SPLG
- ICSH
- SPYV
- BUFQ
- BMAY
Filing on Jan 29, 2025
Q4 2024