Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Adaptive Financial Consulting, LLC
- AGG
- VCSH
- IVV
- USMV
- IVW
- QQQ
- VCR
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Camarda Financial Advisors, LLC
- XLF
- IYZ
- XLU
- IYC
- IVW
- SPY
- DIA
Filing on Nov 14, 2022
Q3 2022
Filing on Nov 12, 2024
Q3 2024
Filing on Feb 06, 2025
Q4 2024
Investment Partners, Ltd.
- IWF
- IWD
- MSFT
- VEA
- AAPL
- NVDA
- VWO
Filing on Jan 27, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
First Dallas Securities Inc.
- TPL
- NVDA
- AAPL
- MSFT
- AMZN
- OKE
- XOM
Filing on Jan 29, 2025
Q4 2024
Armor Investment Advisors, LLC
- IVV
- DFAS
- FTEC
- IJH
- SCHF
- JEPI
- CGGR
Filing on Jan 31, 2025
Q4 2024
Robinson Capital Management, LLC
- VMO
- VGM
- NAD
- BFK
- VKQ
- BLE
- VKI
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Astoria Portfolio Advisors Llc.
- SPIB
- SPTI
- NVDA
- PPI
- BAC
- AAPL
- SPDW
Filing on Jul 22, 2022
Q2 2022
Enterprise Trust & Investment CO
- SPY
- MSFT
- AAPL
- NVDA
- VNQ
- GDX
- ISRG
Filing on Feb 13, 2025
Q4 2024
S Squared Technology, LLC
- MRVL
- SMWB
- KRYS
- OLED
- KTOS
- PRLB
- SYM
Filing on Feb 13, 2025
Q4 2024
Dg Capital Management, LLC
- SPY
- THC
- ARKK
- BUR
- GEO
- ATEX
- M
Filing on Jan 13, 2025
Q4 2024
Biltmore Wealth Management, LLC
- XLI
- XLK
- XLY
- XLV
- SMMU
- XLP
- XLU