Largest Portfolios by Value

Filing on Nov 07, 2024 Q3 2024

Common Fund For Nonprofit Organizations

  • SPY
  • VOO
  • EWJ
  • IVV
  • ACWI
  • AGG
  • IJH
Common Fund For Nonprofit Organizations's Q3 2024 Portfolio
Portfolio Value 834 Billion
Stocks 24
Filing on Nov 13, 2024 Q3 2024

Smartleaf Asset Management LLC

  • AAPL
  • MSFT
  • MGV
  • NVDA
  • AMZN
  • META
  • VOO
Smartleaf Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 824 Billion
Stocks 2904
Filing on Nov 13, 2024 Q3 2024

Forest Avenue Capital Management LP

  • CEG
  • VST
  • CNM
  • BBWI
  • TPX
  • RRX
  • VSCO
Forest Avenue Capital Management LP's Q3 2024 Portfolio
Portfolio Value 824 Billion
Stocks 21
Filing on Oct 08, 2024 Q3 2024

Talbot Financial, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • NVDA
  • AMAT
  • INTU
Talbot Financial, LLC's Q3 2024 Portfolio
Portfolio Value 821 Billion
Stocks 61
Filing on Nov 14, 2024 Q3 2024

Savoie Capital LLC

  • NVDA
  • AMZN
  • GOOG
  • LBRDK
  • AMD
  • QQQ
  • XOM
Savoie Capital LLC's Q3 2024 Portfolio
Portfolio Value 818 Billion
Stocks 97
Filing on Oct 31, 2024 Q3 2024

Philip James Wealth Mangement, LLC

  • BRK-B
  • XOM
  • INTC
  • QCOM
  • OXYWS
  • MOAT
  • ACWX
Philip James Wealth Mangement, LLC's Q3 2024 Portfolio
Portfolio Value 814 Billion
Stocks 164
Filing on Nov 13, 2024 Q3 2024

Greenland Capital Management LP

  • SPY
  • MSFT
  • HES
  • PPL
  • XLI
  • LNT
  • SMH
Greenland Capital Management LP's Q3 2024 Portfolio
Portfolio Value 807 Billion
Stocks 334
Filing on Oct 07, 2024 Q3 2024

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • EFG
  • VEA
Financial Synergies Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 805 Billion
Stocks 95
Filing on Nov 14, 2024 Q3 2024

Paradigm Operations LP

  • COIN
Paradigm Operations LP's Q3 2024 Portfolio
Portfolio Value 805 Billion
Stocks 1
Filing on Nov 12, 2024 Q3 2024

Rw Investment Management LLC

  • VTI
  • DFIC
  • DFAT
  • BSV
  • VCSH
  • DFUV
  • DFEM
Rw Investment Management LLC's Q3 2024 Portfolio
Portfolio Value 804 Billion
Stocks 102
Filing on Oct 24, 2024 Q3 2024

Cascade Financial Partners, LLC

  • LLY
  • AAPL
  • VEA
  • IVV
  • PEP
  • PKI
  • VTI
Cascade Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 798 Billion
Stocks 238
Filing on Oct 02, 2024 Q3 2024

Central Pacific Bank Trust Division

  • IVV
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • AMZN
  • IUSB
Central Pacific Bank Trust Division's Q3 2024 Portfolio
Portfolio Value 793 Billion
Stocks 956
Filing on Oct 31, 2024 Q3 2024

Bensler, LLC

  • MSFT
  • NVDA
  • AAPL
  • SPAB
  • PAVE
  • IDU
  • UCON
Bensler, LLC's Q3 2024 Portfolio
Portfolio Value 793 Billion
Stocks 164
Filing on Oct 30, 2024 Q3 2024

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • IDEV
  • IEMG
  • VTV
Oak Root LLC's Q3 2024 Portfolio
Portfolio Value 792 Billion
Stocks 15
Filing on Oct 22, 2024 Q3 2024

Global X Japan Co., Ltd.

  • QYLD
  • PFFD
  • NVDA
  • AVGO
  • TSLA
  • AAPL
  • META
Global X Japan Co., Ltd.'s Q3 2024 Portfolio
Portfolio Value 782 Billion
Stocks 287
Filing on Oct 22, 2024 Q3 2024

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • FIXD
  • GSEW
  • AMZN
  • GOOGL
  • AAPL
Great Lakes Retirement, Inc.'s Q3 2024 Portfolio
Portfolio Value 780 Billion
Stocks 200
Filing on Nov 01, 2024 Q3 2024

Rockbridge Investment Management, Lcc

  • SCHZ
  • SPTM
  • DFAC
  • BND
  • VCSH
  • DFIC
  • IEFA
Rockbridge Investment Management, Lcc's Q3 2024 Portfolio
Portfolio Value 772 Billion
Stocks 129
Filing on Oct 30, 2024 Q3 2024

Nilsine Partners, LLC

  • AAPL
  • AVGO
  • FXR
  • NVDA
  • FDN
  • QTEC
  • FTXL
Nilsine Partners, LLC's Q3 2024 Portfolio
Portfolio Value 772 Billion
Stocks 342