Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Garland Capital Management Inc
- JPM
- ABBV
- BK
- TRV
- CSCO
- PG
- IBM
Filing on Nov 13, 2024
Q3 2024
Dynamic Wealth Strategies, LLC
- VTV
- EFA
- BND
- IEF
- SPHQ
- VGIT
- IGM
Filing on Feb 10, 2025
Q4 2024
Filing on Nov 29, 2024
Q3 2024
Old North State Trust, LLC
- AAPL
- SPY
- LLY
- MSFT
- NVDA
- DUK
- AJG
Filing on Jan 30, 2025
Q4 2024
Copperleaf Capital, LLC
- IVV
- IUSB
- IVW
- DFAC
- DYNF
- QUAL
- AMZN
Filing on Feb 03, 2025
Q4 2024
Indie Asset Partners, LLC
- LLY
- AAPL
- MSFT
- META
- SLYV
- GBTC
- NVDA
Filing on Jan 03, 2025
Q4 2024
Rk Asset Management, LLC
- BKE
- ALGT
- FIZZ
- REGN
- UHALB
- KHC
- BRK-B
Filing on Nov 09, 2022
Q3 2022
Filing on Jan 17, 2025
Q4 2024
Sterling Investment Management, LLC
- BRK-B
- GLD
- BIL
- GOOG
- BRK-A
- CNI
- BSV
Filing on Nov 12, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Jul 17, 2023
Q2 2023
Silverhawk Asset Management, LLC
- IVV
- QEFA
- WLDR
- VCSH
- VTIP
- ESGS
- SPY
Filing on Feb 10, 2025
Q4 2024
Privium Fund Management (Uk) LTD
- VOO
- ACWI
- HYG
- EMB
- GOVT
- GSBD
- ALK
Filing on Feb 11, 2025
Q4 2024
Del Sette Capital Management, LLC
- RSP
- SDOG
- IDOG
- EDOG
- AVUV
- VIOG
- EEM
Filing on Jan 24, 2025
Q4 2024
Western Pacific Wealth Management, LP
- NKE
- AAPL
- AMZN
- VIG
- VYM
- MSFT
- NVDA
Filing on Jan 29, 2025
Q4 2024
Rocky Mountain Advisers, LLC
- SCHD
- JPM
- UTF
- SCHB
- VOO
- BRK-A
- BRK-B
Filing on Jul 18, 2022
Q2 2022
Strategic Capital Advisers, Inc.
- MOO
- SCHB
- IAU
- LLY
- VTI
- GLD
- UNH
Filing on Jan 29, 2024
Q4 2023