Largest Portfolios by Value
Filing on Jan 28, 2025
Q4 2024
William Howard & CO Financial Advisors Inc
- IVV
- IEF
- IWM
- ICF
- IWV
- IEFA
- BND
Filing on Jan 24, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Jul 26, 2024
Q2 2024
Filing on Jan 16, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Pin Oak Investment Advisors Inc
- KRP
- AAPL
- EPD
- XOM
- NOG
- ET
- EOG
Filing on Nov 08, 2024
Q3 2024
Filing on Feb 06, 2025
Q4 2024
Sound Financial Strategies Group, LLC
- AGG
- IEF
- SGOV
- KMLM
- DBMF
- TPIF
- WWJD
Filing on Oct 24, 2023
Q3 2023
Adirondack Retirement Specialists, Inc.
- CASH
- IDT
- USFR
- ESLT
- KKR
- XPEL
- CWH
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Magma Venture Partners General Partner Ltd.
- REAX
- VLN
- INVZ
Filing on Jan 16, 2025
Q4 2024
Lionsbridge Wealth Management LLC
- AGG
- JPIE
- JCPB
- JEPI
- BIL
- HEQT
- LQD
Filing on Apr 26, 2023
Q1 2023
Euclidean Technologies Management, LLC
- PLPC
- CVLG
- MCFT
- WIRE
- ATKR
- MLI
- PRDO
Filing on Nov 14, 2024
Q3 2024
Tikehau Investment Management
- MSFT
- AMZN
- V
- ZTS
- ANET
- GOOGL
- KO
Filing on Feb 10, 2025
Q4 2024
Wintrust Investments LLC
- IJH
- AAPL
- IVV
- IWM
- BRK-B
- RSP
- TFLO
Filing on Nov 14, 2024
Q3 2024
Altai Capital Management, L.P.
- DMRC
- ETWO
- SKYH
- YTRA
- ETWOWS
- SKYHWS