Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Dme Capital Management, LP
- GRBK
- CEIX
- BHF
- KD
- CNHI
- PENN
- PTON
Filing on Feb 13, 2025
Q4 2024
Filing on Apr 08, 2025
Q1 2025
Fifth Third Wealth Advisors LLC
- IVV
- SPY
- AAPL
- IEFA
- MSFT
- NVDA
- IJH
Filing on Apr 16, 2025
Q1 2025
Steele Capital Management, Inc.
- IVV
- FNDX
- SCHF
- VOO
- VEA
- QQQ
- VCSH
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Diversify Advisory Services, LLC
- SPY
- NVDA
- QQQ
- BKLN
- AAPL
- GLD
- SPHY
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Mason Investment Advisory Services, Inc.
- VLUE
- AVUV
- VSS
- AVSC
- AVDV
- MINT
- VBR
Filing on Apr 14, 2025
Q1 2025
Midland Wealth Advisors LLC
- IVV
- MBB
- JAAA
- IEFA
- VGIT
- JQUA
- IVW
Filing on Apr 16, 2025
Q1 2025
Quintet Private Bank (Europe) S.A.
- MSFT
- NVDA
- GOOGL
- V
- JPM
- PG
- DIS
Filing on Feb 13, 2025
Q4 2024
Canada Post Corp Registered Pension Plan
- IVV
- MSFT
- NVDA
- SPY
- GOOG
- V
- MA
Filing on Feb 14, 2025
Q4 2024
Vestal Point Capital, LP
- JAZZ
- CYTK
- MRK
- ASND
- RARE
- INSM
- BMRN
Filing on Feb 04, 2025
Q4 2024
Pine Valley Investments LTD Liability CO
- SPY
- SPY
- AAPL
- FIXD
- MSFT
- NVDA
- AGO
Filing on Jan 28, 2025
Q4 2024
Elser Financial Planning, Inc
- MBIN
- DFCF
- DFAU
- DFUS
- DFIC
- DFAS
- DFUV