Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Squadra Investments Gestao De Recursos Ltda.
- STNE
- XP
- MELI
Filing on May 15, 2024
Q1 2024
Filing on Nov 14, 2023
Q3 2023
Filing on Feb 14, 2025
Q4 2024
Weitzel Financial Services, Inc.
- SPTM
- VEA
- SCHD
- BNDX
- SPAB
- LMBS
- AOM
Filing on Feb 04, 2025
Q4 2024
Flynn Zito Capital Management, LLC
- PRF
- AAPL
- HFXI
- FLQM
- SPYG
- NVDA
- MSFT
Filing on Jan 02, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Calton & Associates, Inc.
- QQQ
- AAPL
- SPY
- VUG
- FLRN
- MGC
- USFR
Filing on Jan 30, 2025
Q4 2024
Maryland Capital Advisors Inc.
- IGSB
- VCSH
- AAPL
- VTI
- VTV
- DFNM
- DFAU
Filing on Jan 16, 2025
Q4 2024
Arbor Trust Wealth Advisors, LLC
- SCHM
- SCHG
- JCPB
- SCHF
- AAPL
- ABBV
- MDY
Filing on Jan 21, 2025
Q4 2024
Hillcrest Wealth Advisors Ny, LLC
- VOO
- IWM
- VEA
- SPY
- IWN
- VEU
- IWO
Filing on Feb 03, 2025
Q4 2024
Pavion Blue Capital, LLC
- MSFT
- WMT
- GOOG
- AXP
- COST
- BRK-B
- BAC
Filing on Feb 03, 2023
Q4 2022
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Ranch Capital Advisors Inc.
- AAPL
- BIL
- NVDA
- MSFT
- PG
- VYM
- AVGO
Filing on May 15, 2023
Q1 2023
Chimera Capital Management LLC
- EAT
- SBH
- HIMS
- OXM
- SBUX
- OSTK
- PLCE