Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Samalin Investment Counsel, LLC
- AAPL
- SPY
- OUNZ
- MSFT
- NVDA
- DFAC
- BRK-B
Filing on Jan 21, 2025
Q4 2024
J.H. Whitney Equity Partners Vii, LLC
- AVAH
Filing on Feb 07, 2025
Q4 2024
Frontier Asset Management, LLC
- IJR
- VWO
- LVHI
- EEMV
- VB
- EMGF
- TDVG
Filing on Feb 04, 2025
Q4 2024
Boothe Investment Group, Inc.
- UTWO
- DBND
- JMST
- SPY
- NOW
- RYCEY
- C
Filing on Jan 15, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Optimum Investment Advisors
- AAPL
- SPY
- NVDA
- MSFT
- VGT
- COST
- GOOG
Filing on Jan 22, 2025
Q4 2024
Buttonwood Financial Advisors Inc.
- MOAT
- GOOGL
- FHLC
- FBND
- MSFT
- BRK-B
- META
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Hoffman, Alan N Investment Management
- AAPL
- AMZN
- MSFT
- GOOGL
- COST
- GOOG
- NVDA
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Sustainable Insight Capital Management, LLC
- AAPL
- AVGO
- PANW
- AMZN
- CMG
- T
- TMUS
Filing on Feb 13, 2025
Q4 2024
Garner Asset Management Corp
- QQQ
- BRK-B
- AAPL
- RMR
- DHC
- AMZN
- GOOG
Filing on Feb 12, 2025
Q4 2024
Mechanics Financial Corp
- GRC
- AAPL
- IJH
- EFA
- IVV
- IEFA
- MSFT
Filing on Feb 14, 2025
Q4 2024
Engle Capital Management, L.P.
- KD
- GDDY
- WK
- ACVA
- AER
- ARLO
- ROAD
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Members Advisory Group LLC
- SCHB
- JAAA
- VOO
- VTV
- SCHG
- IWR
- NEAR
Filing on Feb 05, 2025
Q4 2024
Crown Wealth Group, LLC
- DFUS
- SPLG
- BALT
- BJAN
- QUAL
- MSFT
- AAPL