Largest Portfolios by Value
Filing on Aug 09, 2022
Q2 2022
Hancock Whitney Investment Services Inc.
- AGG
- IVW
- IVE
- EFA
- IVV
- IGSB
- BKLN
Filing on Feb 07, 2025
Q4 2024
Lauterbach Financial Advisors, LLC
- DFAC
- DFAT
- DFAX
- DFUV
- DFIV
- JPM
- DFUS
Filing on Jan 27, 2025
Q4 2024
Cassia Capital Partners, LLC
- USFR
- USMV
- JEPI
- IVV
- GLD
- FTSM
- JMOM
Filing on Jan 16, 2025
Q4 2024
Ulland Investment Advisors, LLC
- NVDA
- AXON
- GOOG
- QQQ
- AAPL
- META
- AMZN
Filing on Feb 28, 2023
Q4 2022
Bennicas & Associates, Inc.
- PG
- STPZ
- NEM
- ABBV
- CEF
- FNV
- AEM
Filing on Jul 06, 2023
Q2 2023
Piershale Financial Group, Inc.
- BIL
- SCHX
- DIA
- QQQ
- SCHG
- SCHV
- EFA
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 27, 2025
Q4 2024
Tranquilli Financial Advisor LLC
- SPYG
- VOX
- VGT
- VFH
- SPYV
- DFAX
- VPU
Filing on Jul 12, 2022
Q2 2022
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Virginia Wealth Management Group, Inc.
- BRK-A
- JPM
- KMI
- MSFT
- AAPL
- CB
- DRI
Filing on Nov 13, 2024
Q3 2024
Peterson Wealth Management
- SPY
- QQQ
- VIG
- NVDA
- SDY
- COST
- XLK
Filing on Nov 14, 2024
Q3 2024
En Cap Energy Capital Fund Viii, L.P.
- KRP
- SWN
- PR
Filing on Jan 14, 2025
Q4 2024
Peak Financial Advisors LLC
- GLDM
- SPLG
- SVOL
- CTA
- ANGL
- INDA
- EMB
Filing on Jan 28, 2025
Q4 2024
17 Capital Partners, LLC
- META
- GOOGL
- MSFT
- IVW
- PH
- AMP
- AMZN
Filing on Jan 27, 2025
Q4 2024
Guardian Wealth Advisors, LLC
- SPY
- VEA
- IWM
- IJH
- IVW
- QQQ
- IVE
Filing on Jan 14, 2025
Q4 2024
Summer Haven Investment Management, LLC
- VSCO
- ALGT
- MD
- BBW
- LC
- CCB
- DXPE