Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Clay Northam Wealth Management, LLC
- COWZ
- AAPL
- SCHG
- AMZN
- SCHD
- GOOG
- SCHZ
Filing on Feb 13, 2023
Q4 2022
Rex Capital Advisors, LLC
- SPY
- IJJ
- IWM
- IEMG
- VEA
- ITOT
- EMXC
Filing on Feb 05, 2025
Q4 2024
Vesey Street Capital Partners, L.L.C.
- AIRS
Filing on Feb 11, 2025
Q4 2024
Godshalk Welsh Capital Management, Inc.
- AAPL
- MSFT
- COST
- ORCL
- INTU
- GMED
- BRK-B
Filing on Feb 10, 2025
Q4 2024
Lfa Lugano Financial Advisors Sa
- SPY
- SDVY
- GLD
- SUSA
- SUSB
- CIBR
- VWOB
Filing on Nov 13, 2024
Q3 2024
Filing on Jan 30, 2025
Q4 2024
4 Thought Financial Group Inc.
- SPY
- IVV
- IJR
- VO
- VWO
- EFA
- TLT
Filing on Oct 25, 2024
Q3 2024
Filing on Jan 14, 2025
Q4 2024
Salvus Wealth Management, LLC
- BRK-B
- GOOG
- AAPL
- AXP
- PGR
- SCHW
- BKNG
Filing on Feb 05, 2025
Q4 2024
Green Court Capital Management LTD
- ZTO
- TCOM
- EDU
Filing on Aug 11, 2022
Q2 2022
Gold Dragon Worldwide Asset Management LTD
- QFIN
- FINV
Filing on Nov 08, 2024
Q3 2024
Francis Chou
Chou Associates Management Inc.
- BRK-A
- GOOG
- OXY
- AAPL
- SYF
- ALLY
- STLA
Filing on Nov 01, 2024
Q3 2024
Filing on Jan 22, 2025
Q4 2024
Sterling Investment Counsel, LLC
- IVW
- QQQM
- JEPI
- AAPL
- CGXU
- IJH
- IJR
Filing on Jan 28, 2025
Q4 2024
Efficient Frontier Advisors LLC
- SGOV
- DFUV
- DFAT
- DFIV
- VTI
- DFSV
- DFAS
Filing on Feb 11, 2025
Q4 2024
Trust Investment Advisors
- AAPL
- LLY
- MSFT
- AVGO
- NVDA
- TSM
- PANW
Filing on Feb 06, 2025
Q4 2024
Stegner Investment Associates Inc.
- IVW
- IWR
- VONE
- IWB
- VOO
- IWD
- VONG
Filing on Oct 25, 2024
Q3 2024
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- VWO
- SPDW
- SCHH
- VSS
- SCHC