Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 13, 2023
Q3 2023
Filing on Jan 29, 2025
Q4 2024
Shore Haven Wealth Partners, LLC
- IVW
- LRGF
- DYNF
- QUAL
- DNL
- AVLV
- EFV
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Knoll Capital Management, LLC
- APLT
- BHVN
- ALDX
- AVDL
- GLD
- ENTX
- ALT
Filing on Jan 07, 2025
Q4 2024
Benchmark Wealth Management, LLC
- VUG
- BND
- VOO
- VTV
- VYM
- VB
- VEU
Filing on Jan 23, 2025
Q4 2024
Boyd Wealth Management, LLC
- VOO
- AGG
- VTV
- SCHF
- SCHE
- ISTB
- HYLB
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 03, 2025
Q4 2024
Deseret Mutual Benefit Administrators
- OMFL
- FLTR
- HYG
- JPST
- AAPL
- CLOI
- META
Filing on Nov 08, 2024
Q3 2024
Stonebridge Financial Planning Group, LLC
- IWY
- IYW
- SPHQ
- DGRO
- IVV
- AMZN
- IUSG
Filing on Nov 14, 2024
Q3 2024
Investmark Advisory Group LLC
- DFUV
- DFUS
- AAPL
- CGGR
- DFAC
- PM
- HD
Filing on Feb 03, 2025
Q4 2024
Investors Asset Management Of Georgia Inc
- EFX
- CCRD
- JPM
- MSFT
- LLY
- HD
- FIS
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Bond & Devick Financial Network, Inc.
- EQWL
- IEI
- ESGD
- NDSN
- ACN
- JCPB
- SCHZ
Filing on Jan 27, 2025
Q4 2024
John W. Brooker & Co., Cp As
- FBND
- JPST
- JCPB
- IJR
- BOND
- DYNF
- SCHD
Filing on May 06, 2024
Q1 2024