Largest Portfolios by Value
Filing on Jan 30, 2025
Q4 2024
W.H. Cornerstone Investments Inc.
- VTI
- BNDX
- VCIT
- AAPL
- AMZN
- MSFT
- VCSH
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Retirement Solution Inc.
- DFUS
- DUHP
- DFSV
- DFAC
- MSFT
- DFEV
- DEHP
Filing on Jan 23, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024
Round Hill Asset Management
- SPGI
- AMGN
- CMCSA
- MRK
- DIS
- NVO
- NDAQ
Filing on Feb 06, 2025
Q4 2024
Heronetta Management, L.P.
- EPD
- ET
- MPLX
- OKE
- WMB
- WES
- ENB
Filing on Feb 04, 2025
Q4 2024
Granite Shares Advisors LLC
- MSFT
- AVGO
- GOOGL
- META
- LLY
- GNL
- GSBD
Filing on Oct 21, 2024
Q3 2024
Jade Capital Advisors, LLC
- ALK
- SPR
- WGO
- BA
- JCI
- OEC
- AAL
Filing on Nov 14, 2024
Q3 2024
Evergreen Wealth Solutions, LLC
- GSLC
- JEPQ
- AGG
- NVDA
- AAPL
- MSFT
- IBDP
Filing on Jan 08, 2025
Q4 2024
Shearwater Capital LLC
- DFAC
- DFAX
- DFIV
- DOCU
- DFUV
- DFAT
- AMZN
Filing on Jan 15, 2025
Q4 2024
Defined Wealth Management, LLC
- VOO
- VUG
- IEFA
- SPY
- IUSV
- IVV
- VTV
Filing on Nov 14, 2024
Q3 2024
Menard Financial Group LLC
- ZECP
- NVDA
- AMZN
- META
- MSFT
- IWM
- AAPL
Filing on Nov 14, 2024
Q3 2024
One Fin Capital Management LP
- DRVN
- SWN
- ENV
- DFS
- SEE
- AGNC
- MQ
Filing on Apr 14, 2023
Q1 2023
Filing on Feb 06, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024