Largest Portfolios by Value
Filing on Nov 02, 2022
Q3 2022
Filing on Jan 21, 2025
Q4 2024
Disciplined Equity Management, Inc.
- DFUS
- DFUV
- DFAT
- DFAS
- DFIV
- OKE
- MO
Filing on Jan 15, 2025
Q4 2024
Yarger Wealth Strategies, LLC
- VONG
- TDVG
- HTAB
- AAPL
- DGRO
- VYM
- JAAA
Filing on Jan 22, 2025
Q4 2024
Cascade Investment Advisors, Inc.
- AAPL
- MSFT
- AMZN
- GOOGL
- USB
- SCHW
- JBL
Filing on Nov 14, 2024
Q3 2024
Foresite Capital Management Iv, LLC
- PHVS
- KURA
- SNDX
- LYEL
- RLAY
Filing on Nov 14, 2024
Q3 2024
Arthedge Capital Management, LLC
- INTC
- TTD
- AMZN
- CRWD
- GLBE
- SHOP
- DUOL
Filing on Jan 15, 2025
Q4 2024
Udine Wealth Management, Inc.
- BIL
- AAPL
- MSFT
- SHV
- GOOG
- BAC
- JPM
Filing on Feb 07, 2025
Q4 2024
Filing on Jul 22, 2022
Q2 2022
Loveless Wealth Management LLC
- XOM
- O
- XLU
- ABBV
- XLK
- DE
- AAPL
Filing on Feb 03, 2025
Q4 2024
Thompson Davis & Co., Inc.
- SMID
- CSL
- DOV
- VOO
- SHW
- CB
- AAPL
Filing on Aug 03, 2022
Q2 2022
Filing on Nov 13, 2024
Q3 2024
Filing on Feb 04, 2025
Q4 2024
Tull Financial Group, Inc.
- SPY
- JQUA
- IEFA
- SPLG
- VOOV
- VYMI
- SCHD
Filing on Feb 06, 2025
Q4 2024
Draper Asset Management, LLC
- AAPL
- AMZN
- NVDA
- GOOGL
- TSLA
- META
- UBER
Filing on Nov 14, 2024
Q3 2024
Black Diamond Capital Management, L.L.C.
- CPSS
- VZ
- VSTO
- CPHC
- UBS
- WYNN
- BYD
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 04, 2025
Q4 2024
Kirtland Hills Capital Management, LLC
- RSP
- MA
- NVDA
- V
- AAPL
- GOOGL
- AMZN
Filing on Jan 15, 2025
Q4 2024