Largest Portfolios by Value
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 12, 2024
Q4 2023
Glovista Investments LLC
- INDA
- FLCH
- MCHI
- ACWX
- RSP
- FLTW
- EWY
Filing on Feb 13, 2025
Q4 2024
Madden Advisory Services, Inc.
- SCHB
- VOO
- VGT
- VTV
- IBDQ
- EFA
- SCHX
Filing on Feb 13, 2025
Q4 2024
Moerus Capital Management LLC
- JEF
- WPM
- DESP
- CCJ
- NTR
- ARCO
- GGAL
Filing on Feb 13, 2025
Q4 2024
Forefront Analytics, LLC
- NULV
- BNDX
- EMB
- AOK
- LTPZ
- MTUM
- VNQI
Filing on Jan 13, 2025
Q4 2024
Agate Pass Investment Management, LLC
- VB
- AAPL
- ABBV
- MSFT
- GOOGL
- VUG
- ABT
Filing on Nov 02, 2022
Q3 2022
Filing on Jan 13, 2025
Q4 2024
Searcy Financial Services Inc
- VO
- VIG
- SMLF
- ACWV
- LMBS
- AMLP
- PPA
Filing on Jan 21, 2025
Q4 2024
St. Johns Investment Management Company, LLC
- SCHX
- AAPL
- SCHM
- SCHA
- SPY
- MSFT
- GLD
Filing on Jan 07, 2025
Q4 2024
Range Financial Group LLC
- PJAN
- NVDA
- SPLG
- ANET
- RCL
- BKNG
- NCLH
Filing on Feb 06, 2025
Q4 2024
Royal Harbor Partners, LLC
- SPTM
- JCPB
- DYNF
- CGDV
- CGGR
- GSLC
- RSP
Filing on Jan 16, 2025
Q4 2024
Reliant Investment Management, LLC
- AVGO
- AAPL
- GOOGL
- PWR
- AMZN
- AXP
- TYL
Filing on Feb 10, 2025
Q4 2024
Collaborative Wealth Managment Inc.
- SPYV
- SPMD
- SPYG
- HYMB
- PFFD
- AVUV
- SPMB
Filing on Jan 16, 2025
Q4 2024
Bayshore Asset Management, LLC
- DFAT
- DFAC
- DFUV
- DFIV
- AVUS
- DFUS
- AVUV
Filing on Jan 14, 2025
Q4 2024
Peoples Financial Services Corp.
- AAPL
- PFIS
- LLY
- MSFT
- AVGO
- AMZN
- MCD
Filing on Jan 16, 2025
Q4 2024
Act Wealth Management, LLC
- VXF
- VYM
- IWB
- GLD
- CEMB
- HEFA
- SCHF
Filing on Jan 29, 2025
Q4 2024
Bcr Wealth Strategies, LLC
- AVUS
- AVIG
- DFCF
- AVDE
- DFEM
- VNQ
- SPY
Filing on Feb 14, 2025
Q4 2024
Wills Financial Group, Inc.
- BRK-B
- AAPL
- MSFT
- LMT
- DHR
- PANW
- PG