Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Flagship Private Wealth, LLC
- IVV
- SPY
- IOO
- USMV
- QUAL
- SGOV
- QQQ
Filing on Feb 05, 2025
Q4 2024
Consilium Wealth Advisory, LLC
- AAPL
- AOR
- DFAI
- WFC
- NVDA
- SCHX
- VTI
Filing on Feb 15, 2025
Q4 2024
Hutner Capital Management Inc
- BRK-A
- BRK-B
- COST
- MCD
- PM
- KO
- PG
Filing on Feb 15, 2025
Q4 2024
Alex Roepers
Atlantic Investment Management, Inc.
- APTV
- GTLS
- WFRD
- OSK
- DAR
- FMC
- GT
Filing on Jan 22, 2025
Q4 2024
Denver Wealth Management, Inc.
- SPLG
- QQQM
- RWL
- IWF
- AAPL
- JAAA
- RDVY
Filing on Feb 06, 2025
Q4 2024
Midwest Heritage Bank, Fsb
- DFAC
- CGUS
- CGCP
- CGDV
- DFAS
- DUHP
- FTA
Filing on Jan 16, 2025
Q4 2024
Colorado Capital Management, Inc.
- USSG
- DFAI
- DFAS
- AAPL
- VTIP
- SPY
- MGC
Filing on Jan 16, 2025
Q4 2024
Mitchell & Pahl Private Wealth, LLC
- AAPL
- MSFT
- AVGO
- UNH
- PG
- HD
- XOM
Filing on Jan 31, 2025
Q4 2024
Beta Wealth Group, Inc.
- FBND
- JEPI
- SPLG
- JMUB
- AMZN
- MSFT
- JEPQ
Filing on Jan 24, 2025
Q4 2024
Cook Wealth Management Group LLC
- VOO
- GOVT
- QUAL
- IQLT
- VO
- DFAT
- MUB
Filing on Jan 07, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Yardley Wealth Management LLC
- DFAU
- AVDE
- DFNM
- FRDM
- DFIP
- DFCF
- DFSD
Filing on Feb 07, 2025
Q4 2024
Jw Asset Management, LLC
- ESTA
- NVDA
- COCO
- ANF
- CPRX
- HRTX
- AMZN
Filing on Oct 04, 2024
Q3 2024
Filing on Feb 07, 2025
Q4 2024
Trail Ridge Investment Advisors, LLC
- GSIE
- AAPL
- IVV
- EMXC
- MSFT
- VNLA
- GOOG
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 15, 2025
Q4 2024
Bontempo Ohly Capital Mgmt LLC
- IVV
- EFA
- GRMN
- FAST
- PAYX
- TXN
- CSCO
Filing on Jan 17, 2025
Q4 2024
Asset Planning Services Inc
- NVDA
- MSFT
- JPM
- AMZN
- WMT
- BLK
- LMT