Largest Portfolios by Value
Filing on Oct 25, 2024
Q3 2024
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- VWO
- SPDW
- SCHH
- VSS
- SCHC
Filing on Jan 31, 2025
Q4 2024
Treasure Coast Financial Planning
- SPTM
- SPDW
- BILS
- BIL
- SPTS
- BOND
- TIPX
Filing on Jan 24, 2025
Q4 2024
Costello Asset Management, Inc
- MSFT
- AMZN
- BRK-B
- BSX
- GOOGL
- JNJ
- LLY
Filing on Jan 15, 2025
Q4 2024
Greenhouse Wealth Management, LLC
- SPY
- VTV
- IVV
- VOO
- VTI
- QQQ
- VB
Filing on Feb 10, 2025
Q4 2024
Cadence Wealth Management LLC
- TLT
- GDX
- SLV
- GLD
- GDXJ
- CEF
- XLE
Filing on Jan 21, 2025
Q4 2024
Castleview Partners, LLC
- AAPL
- SPY
- GLD
- BMY
- AMZN
- AMGN
- COP
Filing on Jan 14, 2025
Q4 2024
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 15, 2024
Q3 2024
Mountaineer Partners Management, LLC
- CENX
- VSH
- FCX
- ENTG
- BLDR
- AA
- HBM
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 10, 2025
Q4 2024
Avondale Wealth Management
- IVV
- IJH
- QQQ
- CALF
- DFAE
- DFAT
- AGG
Filing on Nov 15, 2024
Q3 2024
Twin Lakes Capital Management, LLC
- AAPL
- CPRI
- GILD
- STX
- CPF
- FDX
- NOW
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Masterton Capital Management, LP
- REXR
- FRT
- VICI
- NNN
- EQR
- WMT
- INVH
Filing on Jan 15, 2025
Q4 2024
Walker Asset Management, LLC
- JKHY
- WMT
- ORLY
- AAPL
- MSFT
- NVDA
- TSLA
Filing on Feb 12, 2025
Q4 2024
Mc Ginn Investment Management, Inc.
- AAPL
- MSFT
- META
- JPM
- HD
- NKE
- BAC
Filing on Jan 17, 2025
Q4 2024
Lake Hills Wealth Management, LLC
- SHY
- AMLP
- SPLV
- FXI
- XLE
- XLV
- IEI