Largest Portfolios by Value
Filing on Jan 10, 2025
Q4 2024
Eastover Investment Advisors LLC
- AVGO
- AAPL
- NVDA
- MSFT
- JBL
- AMZN
- GOOG
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Arkfeld Wealth Strategies, L.L.C.
- BRK-B
- AMZN
- AAPL
- CHRD
- TJX
- CASY
- MSFT
Filing on Feb 14, 2025
Q4 2024
Bullseye Asset Management LLC
- NCLH
- HLNE
- ZETA
- LPLA
- INSP
- FOUR
- SHAK
Filing on Feb 12, 2025
Q4 2024
Lokken Investment Group LLC
- VTV
- VUG
- AAPL
- VB
- GLD
- CLOI
- MGMT
Filing on Jan 30, 2025
Q4 2024
Bluestem Financial Advisors, LLC
- IVV
- BND
- VB
- VEU
- VNQ
- BSV
- EAGG
Filing on Feb 13, 2025
Q4 2024
Greenhaven Road Investment Management, L.P.
- PAR
- CLBT
- KKR
- BUR
- LPX
- HGTY
- ALTG
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Bigelow Investment Advisors, LLC
- IVV
- SPY
- VIG
- AAPL
- IJH
- IAU
- IJR
Filing on Aug 14, 2024
Q2 2024
Wunderlich Capital Managemnt
- JPST
- MSFT
- AMZN
- AAPL
- AVGO
- META
- IEF
Filing on Jan 13, 2025
Q4 2024
Filing on Jan 31, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Pca Investment Advisory Services Inc.
- IVV
- IUSV
- IUSG
- DFAS
- VTV
- VUG
- IJH
Filing on Jan 30, 2025
Q4 2024
Spectrum Wealth Advisory Group, LLC
- JQUA
- RECS
- QQQM
- QQQ
- RDVY
- XMHQ
- SPTI
Filing on Jan 29, 2025
Q4 2024