Largest Portfolios by Value
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 25, 2025
Q4 2024
Advisor Resource Council
- SPY
- RSP
- EWJ
- MOAT
- GLD
- PTLC
- PTNQ
Filing on Jan 24, 2025
Q4 2024
Sterling Manor Financial, LLC
- DGRO
- SPYG
- VFVA
- IWP
- RSP
- SPBO
- FTSM
Filing on Feb 14, 2025
Q4 2024
Filing on Oct 25, 2022
Q3 2022
Filing on Feb 03, 2025
Q4 2024
Filing on Apr 13, 2023
Q1 2023
Transparent Wealth Partners LLC
- VIG
- SCHG
- RSP
- IJR
- BSCO
- VO
- MGV
Filing on Feb 10, 2025
Q4 2024
Forbes Financial Planning, Inc.
- SLYG
- VBR
- VEA
- VTI
- NEAR
- IVV
- AGG
Filing on Jan 23, 2025
Q4 2024
Trevian Wealth Management LLC
- VOO
- NBN
- VXF
- VTI
- VWO
- VEA
- MSFT
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Opus Investment Management Inc
- VTI
- WMT
- AAPL
- ABBV
- PEG
- NEE
- XEL
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Guardian Financial Partners, LLC
- VOO
- SCHF
- SCHX
- SCHD
- VYM
- JAAA
- VYMI
Filing on Jan 29, 2025
Q4 2024
Newport Capital Group, LLC
- AJG
- IWF
- IWD
- BND
- VGIT
- VEA
- IWM
Filing on Feb 12, 2025
Q4 2024
Islay Capital Management, LLC
- SCHD
- SCHB
- AVUV
- AAPL
- BRK-B
- EMB
- PHB
Filing on Jan 13, 2025
Q4 2024
Pinnacle Wealth Management Group, Inc.
- UITB
- VMBS
- USTB
- MSFT
- QQQ
- RSP
- PAPR
Filing on Jan 13, 2025
Q4 2024
Future Financial Wealth Managment LLC
- QQQM
- VOO
- SCHD
- IWY
- TSPA
- COWZ
- PG