Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

Td Asset Management Inc

  • AAPL
  • MSFT
  • SPY
  • RY
  • NVDA
  • META
  • TD
Td Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 1702
Filing on Feb 04, 2025 Q4 2024

Red Crane Wealth Management, LLC

  • SIXJ
  • SPYV
  • NEAR
  • PJAN
  • SPYG
  • VOO
  • IAU
Red Crane Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 64
Filing on Jan 28, 2025 Q4 2024

Vested Financial Planning, LLC

  • DFAC
  • DFAX
  • VOO
  • DFNM
  • DFCF
  • SPDW
  • VTEB
Vested Financial Planning, LLC's Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 25
Filing on Feb 12, 2025 Q4 2024

Dkm Wealth Management, Inc.

  • TBLD
  • SOR
  • SYLD
  • ITOT
  • IVV
  • AAPL
  • VTI
Dkm Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 52
Filing on Feb 10, 2025 Q4 2024

Mallini Complete Financial Planning LLC

  • VTI
  • BND
  • VXUS
  • VTEB
  • ESGV
  • EAGG
  • USAC
Mallini Complete Financial Planning LLC's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 60
Filing on Feb 14, 2025 Q4 2024

Vennlight Capital Management, LP

  • PNM
  • ETR
  • EVRG
  • XEL
  • VST
  • NI
  • PCG
Vennlight Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 15
Filing on Jan 17, 2025 Q4 2024

Endeavor Private Wealth, Inc.

  • IUSB
  • AVUS
  • IVV
  • IVW
  • QUAL
  • DYNF
  • AVIG
Endeavor Private Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 189
Filing on Feb 12, 2025 Q4 2024

Aldebaran Capital, LLC

  • BRK-B
  • MSFT
  • OXY
  • BAC
  • LLY
  • IWS
  • SU
Aldebaran Capital, LLC's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 37
Filing on Feb 03, 2025 Q4 2024

Turning Point Benefit Group, Inc.

  • BIL
  • WWJD
  • SPLG
  • TPSC
  • SPEM
  • WPM
  • FLOT
Turning Point Benefit Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 64
Filing on Jan 24, 2025 Q4 2024

Flavin Financial Services, Inc.

  • MSFT
  • AAPL
  • JPST
  • JPM
  • FDHY
  • WMT
  • IBTG
Flavin Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 68
Filing on Jan 27, 2025 Q4 2024

Telligent Fund, LP

  • NVDA
  • AVGO
  • LLY
  • MSFT
  • META
  • AMZN
  • MU
Telligent Fund, LP's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 26
Filing on Jan 16, 2025 Q4 2024

Round Angle Advisors LLC

  • IJH
  • AAPL
  • VTV
  • NOBL
  • VGIT
  • AVGO
  • GLD
Round Angle Advisors LLC's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 58
Filing on Feb 03, 2025 Q4 2024

Variant Private Wealth, LLC

  • AAPL
  • GBTC
  • IYW
  • MSFT
  • UPRO
  • IVV
  • IJR
Variant Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 41
Filing on Feb 05, 2025 Q4 2024

Jones Financial Companies Lllp

  • AGG
  • VUG
  • VTV
  • IVV
  • IEFA
  • IWR
  • VOO
Jones Financial Companies Lllp's Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 4219
Filing on Feb 13, 2025 Q4 2024

Tandem Investment Partners LLC

  • SPY
  • MDY
  • VIG
  • COWZ
  • VXUS
  • VGT
  • QQQ
Tandem Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 62
Filing on Feb 14, 2025 Q4 2024

Ndvr, Inc.

  • VEA
  • HUBS
  • VWO
  • AMZN
  • MSFT
  • GLDM
  • AAPL
Ndvr, Inc.'s Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 102
Filing on Jan 29, 2025 Q4 2024

Ridgeline Wealth Planning, LLC

  • SPLG
  • JPST
  • CGGO
  • CGDV
  • QUAL
  • QQQ
  • DYNF
Ridgeline Wealth Planning, LLC's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 37
Filing on Feb 14, 2025 Q4 2024

Mink Brook Asset Management LLC

  • BSVN
  • SYNL
  • DLHC
  • ACU
  • CURN
  • ELA
  • ETON
Mink Brook Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 28