Largest Portfolios by Value

Filing on Feb 07, 2025 Q4 2024

Shepherd Wealth Management LTD Liability CO

  • IWM
  • IJR
  • NVDA
  • META
  • MSTR
  • TSLA
  • PLTR
Shepherd Wealth Management LTD Liability CO's Q4 2024 Portfolio
Portfolio Value 102 Billion
Stocks 48
Filing on Feb 14, 2025 Q4 2024

Cornerstone Financial Group, LLC /Ne/

  • DFUS
  • SPTM
  • QQQM
  • STIP
  • VGSH
  • PFF
  • VXUS
Cornerstone Financial Group, LLC /Ne/'s Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 67
Filing on May 08, 2024 Q4 2023

M&G Investments (Usa) Inc.

  • MSFT
  • AAPL
  • META
  • NVDA
  • MSI
  • GOOGL
  • TSLA
M&G Investments (Usa) Inc.'s Q4 2023 Portfolio
Portfolio Value 101 Billion
Stocks 43
Filing on Jan 13, 2025 Q4 2024

Persium Advisors, LLC

  • SCHF
  • SCHG
  • SCHV
  • TLT
  • HD
  • AAPL
  • COP
Persium Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 58
Filing on Feb 03, 2025 Q4 2024

Prakash Investment Advisors LLC

  • NVDA
  • TSLA
  • NFLX
  • META
  • AAPL
  • AMZN
  • MSFT
Prakash Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 57
Filing on Feb 14, 2023 Q4 2022

Rayliant Investment Research

  • AAPL
  • IMXI
  • HRB
  • JXN
  • YELP
  • COMM
  • DCGO
Rayliant Investment Research's Q4 2022 Portfolio
Portfolio Value 101 Billion
Stocks 11
Filing on Jan 17, 2025 Q4 2024

Luts & Greenleigh Group, Inc

  • XOM
  • COST
  • AAPL
  • MSFT
  • NVDA
  • ABBV
  • IWF
Luts & Greenleigh Group, Inc's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 78
Filing on Oct 23, 2024 Q3 2024

Cwc Advisors, Llc.

  • AAPL
  • VUSB
  • VGSH
  • VGIT
  • AVGO
  • VBR
  • XLE
Cwc Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 101 Billion
Stocks 121
Filing on Jan 29, 2025 Q4 2024

Authentikos Wealth Advisory, LLC

  • XUSP
  • SPLG
  • XLSR
  • MFUL
  • RULE
  • MGK
  • PTLC
Authentikos Wealth Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 83
Filing on May 10, 2024 Q1 2024

Credit Suisse Ag

  • MSFT
  • NVDA
  • AAPL
  • UBS
  • AMZN
  • GOOGL
  • GOOG
Credit Suisse Ag's Q1 2024 Portfolio
Portfolio Value 101 Billion
Stocks 8330
Filing on Feb 07, 2025 Q4 2023

Croban

  • VYMI
  • HYG
  • DES
  • IDU
  • IGSB
  • VSLU
  • TCHP
Croban's Q4 2023 Portfolio
Portfolio Value 101 Billion
Stocks 71
Filing on Jan 29, 2025 Q4 2024

Peapod Lane Capital LLC

  • FSP
  • HURC
  • SENEA
  • BH
  • VOXX
  • ALCO
  • MCS
Peapod Lane Capital LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 57
Filing on Feb 13, 2025 Q4 2024

Entruity Wealth, LLC

  • CGDV
  • CGUS
  • LMBS
  • CGSD
  • CGGO
  • UCON
  • CGCP
Entruity Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 42
Filing on Feb 14, 2025 Q4 2024

Sherwood Financial Partners, LLC

  • SCHX
  • BND
  • SCHF
  • SCHM
  • SCHE
  • SCHZ
  • AAPL
Sherwood Financial Partners, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 7
Filing on Feb 06, 2025 Q4 2024

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • BND
  • ESGV
  • AAPL
  • VOO
  • MSFT
New Covenant Trust Company, N.A.'s Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 85
Filing on Feb 14, 2025 Q4 2024

Propel Bio Management, LLC

  • PAGP
  • MDGL
  • AKRO
  • APLT
  • PHAT
  • TCRX
  • RNA
Propel Bio Management, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 21
Filing on Feb 12, 2025 Q4 2024

Schroder Investment Management Group

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • AMZN
  • META
  • V
Schroder Investment Management Group's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 3173
Filing on Feb 04, 2025 Q4 2024

Strategent Financial, LLC

  • VOO
  • JQUA
  • JPST
  • QQQ
  • SDY
  • VEA
  • BIL
Strategent Financial, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 32