Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Filing on Oct 25, 2023
Q3 2023
Wealth Management Solutions, LLC
- SCHD
- MTUM
- SPTM
- VHT
- FLTR
- QUAL
- SPSM
Filing on Aug 15, 2022
Q2 2022
Ao Asset Management, LP
- TMUS
- PANW
- TEAM
- NOW
- CCI
- TENB
- MRVL
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Pura Vida Investments, LLC
- MSOS
- IHI
- IWM
- SPY
- ESTA
- QQQ
- INSP
Filing on Feb 10, 2025
Q4 2024
Black Diamond Wealth Management Inc.
- USFR
- SPLG
- AAPL
- MSFT
- ITOT
- UCON
- DYNF
Filing on Jan 17, 2025
Q4 2024
Hedges Asset Management LLC
- GBCI
- GE
- BA
- LUV
- SHEL
- GLPI
- PENN
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Paradigm, Strategies In Wealth Management, LLC
- SCHF
- SCHG
- SCHD
- IJR
- JPST
- PG
- AAPL
Filing on Jan 16, 2025
Q4 2024
Guardian Investment Management
- BX
- AAPL
- DHR
- WMT
- MSFT
- AMGN
- COST
Filing on Jan 10, 2025
Q4 2024
Tilia Fiduciary Partners, Inc.
- AAPL
- MSFT
- BRK-B
- GOOGL
- VIGI
- V
- LULU
Filing on Feb 11, 2025
Q4 2024
Certus Wealth Management, LLC
- VOO
- VUG
- BND
- CMF
- EFV
- ITOT
- EFG
Filing on Jan 07, 2025
Q4 2024
Filing on Jan 27, 2025
Q4 2024
Argus Investors' Counsel, Inc.
- AAPL
- COST
- NVDA
- JPM
- LLY
- AMZN
- GOOGL
Filing on Jan 13, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
General Equity Holdings LP
- CVNA
- SE
- ONEW
- OSCR
- LMND
- CDLX
Filing on Jan 23, 2025
Q4 2024
Filing on Nov 15, 2024
Q3 2024
Impala Asset Management LLC
- ERO
- BKE
- CENX
- WFG
- GUSH
- LBRT
- AA