Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Better Money Decisions, LLC
- IGSB
- SPTS
- IEFA
- DFAT
- SPEM
- IJH
- VOO
Filing on Jan 16, 2025
Q4 2024
Sowa Financial Group, Inc.
- AAPL
- IAU
- FBCG
- PVAL
- SPY
- NVDA
- V
Filing on Jan 30, 2025
Q4 2024
Myriad Asset Management Us LP
- SPY
- QQQ
- MSFT
- AMZN
- META
- NVDA
- GOOGL
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Bio Ii, L.L.C.
- EQRX
- NAUT
- ERAS
- NVTA
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 22, 2025
Q4 2024
Signature Wealth Management Partners, LLC
- AAPL
- IVE
- JEPI
- IYW
- IVW
- JAAA
- AME
Filing on Jan 28, 2025
Q4 2024
Pacific Wealth Strategies Group, Inc.
- NOBL
- PKW
- SCHG
- QQQ
- AAPL
- CHY
- NVDA
Filing on Jan 15, 2025
Q4 2024
In Track Investment Management Inc
- VOO
- MSFT
- AAPL
- PANW
- PLTR
- NVDA
- LLY
Filing on Jan 24, 2025
Q4 2024
Lederer & Associates Investment Counsel
- AAPL
- MSFT
- NVDA
- GOOGL
- AMZN
- META
- V
Filing on Aug 17, 2023
Q2 2023
Filing on Nov 14, 2024
Q3 2024
Empirical Capital Management, LLC
- ROKU
- AMZN
- PLTR
- WMT
- TJX
- COST
- MSFT
Filing on Jan 16, 2025
Q4 2024
Sea Town Holdings Pte. Ltd.
- AMZN
- NVDA
- HLT
- WMT
- MSFT
- SPGI
- LLY
Filing on Nov 14, 2024
Q3 2024
Institutional Venture Management Xv, LLC
- ZIP
- HIMS
- AMPL
- LVLU
Filing on Nov 03, 2022
Q3 2022
Western Financial Corporation
- EFSC
- ARWR
- GOVT
- WFC
- PACW
- AAPL
- SHYG
Filing on Jan 22, 2025
Q4 2024
Astor Investment Management LLC
- SPTM
- JAAA
- SPLG
- LONZ
- XLK
- CTA
- DBMF
Filing on Feb 23, 2024
Q4 2023
Filing on Nov 14, 2024
Q3 2024
Fort Baker Capital Management LP
- LBRDK
- SMAR
- ESGR
- K
- ANSS
- VSTO
- JNPR
Filing on Feb 11, 2025
Q4 2024
Horizon Family Wealth, Inc.
- GSLC
- VUG
- GSIE
- IVW
- BILS
- VO
- BRK-B