Largest Portfolios by Value

Filing on Feb 18, 2025 Q4 2024

Mittelman Wealth Management

  • VYM
  • VIG
  • VOO
  • VEA
  • VWO
  • IGLB
  • IGIB
Mittelman Wealth Management's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 31
Filing on Feb 12, 2025 Q4 2024

Astra Wealth Partners LLC

  • IVV
  • IEFA
  • VTI
  • IJJ
  • DISV
  • VOO
  • VEA
Astra Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 71
Filing on Feb 12, 2025 Q4 2024

Rahlfs Capital, LLC

  • BRK-B
  • AAPL
  • MSFT
  • WMT
  • XOM
  • GOOGL
  • NVDA
Rahlfs Capital, LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 78
Filing on Jan 21, 2025 Q4 2024

Jacksonville Wealth Management, LLC

  • SPY
  • NVDA
  • QQQ
  • RSP
  • DIA
  • AAPL
  • IWM
Jacksonville Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 59
Filing on Feb 03, 2025 Q4 2024

Centricity Wealth Management, LLC

  • VOO
  • JPST
  • IBDT
  • IVV
  • IBDS
  • EFA
  • VOOG
Centricity Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 454
Filing on Feb 13, 2025 Q4 2024

Tme Financial, Inc.

  • ICVT
  • TIP
  • SPGP
  • VTIP
  • SPDW
  • VWO
  • LQD
Tme Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 65
Filing on Jan 24, 2025 Q4 2024

Avantra Family Wealth, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • WFC
  • IUSB
  • AVGO
Avantra Family Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 152
Filing on Feb 03, 2025 Q4 2024

Wealthgarden F.S. LLC

  • QUAL
  • IVV
  • IVW
  • NVDA
  • DYNF
  • SCHG
  • SCHD
Wealthgarden F.S. LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 122
Filing on Jan 23, 2025 Q4 2024

Russia Partners Management, LLC

  • SEMR
Russia Partners Management, LLC's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 1
Filing on Apr 11, 2023 Q1 2023

Catalyst Wealth Management, LLC

  • AAPL
  • MSFT
  • FVD
  • FTCS
  • RDVY
  • COWZ
  • XLE
Catalyst Wealth Management, LLC's Q1 2023 Portfolio
Portfolio Value 107 Billion
Stocks 120
Filing on Feb 05, 2025 Q4 2024

University Of Chicago

  • BND
  • VT
  • VOO
  • PYXS
University Of Chicago's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 5
Filing on Jan 29, 2025 Q4 2024

York Gp, Ltd.

  • TPL
  • DHR
York Gp, Ltd.'s Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 2
Filing on Feb 10, 2025 Q4 2024

Haven Capital Group, Inc.

  • AVGO
  • AAPL
  • ROP
  • NVDA
  • IDXX
  • NICE
  • GOOGL
Haven Capital Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 36
Filing on Feb 11, 2025 Q4 2024

Journey Beyond Wealth, LLC

  • VOO
  • VEU
  • VXF
  • VUG
  • VEA
  • VTV
  • SCHD
Journey Beyond Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 30
Filing on Feb 10, 2025 Q4 2024

Monimus Capital Management, LP

  • PLNT
  • MSGS
  • EDR
  • INSP
  • PBPB
  • FIVE
  • DKNG
Monimus Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 51
Filing on Jan 14, 2025 Q4 2024

R.H. Investment Group, LLC

  • MA
  • WMT
  • ADP
  • AAPL
  • PM
  • BRK-B
  • WFC
R.H. Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 31
Filing on Jan 24, 2025 Q4 2024

Haven Global Partners, LLC

  • RYAAY
  • UBS
  • IBN
  • CNI
  • MFC
  • GIB
  • TSM
Haven Global Partners, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 10
Filing on Feb 06, 2025 Q4 2024

Promus Capital, LLC

  • VOO
  • ACWF
  • SPYG
  • SPYV
  • EWJ
  • VGK
  • IAU
Promus Capital, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 261