Largest Portfolios by Value
Filing on Jan 22, 2025
Q4 2024
S. R. Schill & Associates
- USRT
- IEFA
- VTWO
- SPLG
- SPTI
- SPTS
- VGLT
Filing on Nov 14, 2024
Q3 2024
Josh Arnold Investment Consultant, LLC
- AAPL
- AMZN
- NVDA
- PWFL
- DKNG
- ABNB
- CLBT
Filing on Jan 31, 2025
Q4 2024
Keene & Associates, Inc.
- WMT
- KMI
- CSCO
- MSFT
- INGR
- FDX
- ORCL
Filing on Feb 11, 2025
Q4 2024
Affinity Investment Advisors, LLC
- JPM
- AAPL
- MSFT
- META
- BAC
- AVGO
- XOM
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Sequent Asset Management, LLC
- XLK
- SPYG
- SLB
- IWP
- VOO
- IWO
- USMV
Filing on Oct 14, 2022
Q3 2022
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Filing on Nov 12, 2024
Q3 2024
Kerntke Otto Mc Glone Wealth Management Group
- DGRO
- DFAC
- IJH
- IJR
- DFIC
- IBTF
- IBTE
Filing on Jan 21, 2025
Q4 2024
Courant Investment Management LLC
- PGR
- JPM
- KMX
- SCHW
- LOW
- ULTA
- BRK-A
Filing on Feb 06, 2025
Q4 2024
Schrum Private Wealth Management LLC
- SPY
- MSFT
- AAPL
- FXL
- VOO
- RSP
- JPM
Filing on Nov 13, 2024
Q3 2024
Sharp Capital Gestora De Recursos Ltda.
- STNE
- XP
- NU
Filing on Nov 14, 2024
Q3 2024
Morgens Waterfall Vintiadis & CO Inc
- NVDA
- NFLX
- META
- TTD
- LLY
- MSFT
- GE
Filing on Feb 03, 2025
Q4 2024
Lattice Capital Management, LLC
- NVDA
- MSFT
- AAPL
- ISRG
- GOOGL
- NFLX
- PLTR
Filing on Feb 13, 2023
Q4 2022
Resolute Financial, LLC
- IVV
- IJH
- IGSB
- USMV
- BRK-B
- USFR
- STIP