Largest Portfolios by Value

Filing on Jan 23, 2025 Q4 2024

Kennebec Savings Bank

  • AAPL
  • MSFT
  • AMZN
  • JPM
  • GOOGL
  • NVDA
  • AMP
Kennebec Savings Bank's Q4 2024 Portfolio
Portfolio Value 99.3 Billion
Stocks 246
Filing on Feb 06, 2025 Q4 2024

Chung Wu Investment Group, LLC

  • IVV
  • DIA
  • MSFT
  • NVDA
  • AAPL
  • EOS
  • JPM
Chung Wu Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 99.3 Billion
Stocks 77
Filing on Feb 14, 2025 Q4 2024

Squarepoint Ops LLC

  • NVDA
  • SPY
  • IVV
  • SPY
  • NVDA
  • NVDA
  • SPY
Squarepoint Ops LLC's Q4 2024 Portfolio
Portfolio Value 99.2 Billion
Stocks 4964
Filing on Jan 29, 2025 Q4 2024

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • GFS
  • BND
  • VTEB
  • VOO
  • BIV
Shade Tree Advisors LLC's Q4 2024 Portfolio
Portfolio Value 99.2 Billion
Stocks 16
Filing on Feb 04, 2025 Q4 2024

Mkd Wealth Coaches, LLC

  • IVV
  • IJR
  • AGG
  • MUB
  • IWB
  • DBMF
  • EFG
Mkd Wealth Coaches, LLC's Q4 2024 Portfolio
Portfolio Value 98.8 Billion
Stocks 29
Filing on Feb 10, 2025 Q4 2024

Terra Alpha Investments LLC

  • TSM
  • NVDA
  • AAPL
  • GOOGL
  • ETN
  • MSFT
  • V
Terra Alpha Investments LLC's Q4 2024 Portfolio
Portfolio Value 98.8 Billion
Stocks 32
Filing on Feb 10, 2025 Q4 2024

Poinciana Advisors Group, LLC

  • AVUV
  • DFAC
  • VGIT
  • BFA
  • AVDV
  • VTIP
  • DFIV
Poinciana Advisors Group, LLC's Q4 2024 Portfolio
Portfolio Value 98.7 Billion
Stocks 103
Filing on Feb 03, 2025 Q4 2024

Corps Capital Advisors, LLC

  • AAPL
  • OKE
  • MSFT
  • NVDA
  • ET
  • AMZN
  • EPD
Corps Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 98.6 Billion
Stocks 78
Filing on Feb 14, 2023 Q4 2022

Robbie L. Kennerson P.A., Inc.

  • AAPL
  • VHT
  • VPU
  • LQD
  • VUG
  • VYM
  • VIG
Robbie L. Kennerson P.A., Inc.'s Q4 2022 Portfolio
Portfolio Value 98.6 Billion
Stocks 31
Filing on Feb 10, 2025 Q4 2024

Chesapeake Capital Corp /Il/

  • SUB
  • STIP
  • VCSH
  • TIP
  • JNK
  • MUB
  • SHYG
Chesapeake Capital Corp /Il/'s Q4 2024 Portfolio
Portfolio Value 98.5 Billion
Stocks 165
Filing on Feb 03, 2025 Q4 2024

Compass Planning Associates Inc

  • VTV
  • SPY
  • VEU
  • BSV
  • BIV
  • MGV
  • VTI
Compass Planning Associates Inc's Q4 2024 Portfolio
Portfolio Value 98.5 Billion
Stocks 135
Filing on Feb 10, 2025 Q4 2024

Bennbridge LTD

  • FNV
  • MELI
  • CCU
  • HDB
  • WPM
  • INFY
Bennbridge LTD's Q4 2024 Portfolio
Portfolio Value 98.3 Billion
Stocks 6
Filing on Feb 06, 2025 Q4 2024

University Of Pittsburgh Of The Commonwealth System Of Higher Education

  • IEMG
  • IWN
University Of Pittsburgh Of The Commonwealth System Of Higher Education's Q4 2024 Portfolio
Portfolio Value 98.3 Billion
Stocks 2
Filing on Feb 11, 2025 Q4 2024

Mountain Hill Investment Partners Corp.

  • IVV
  • F
  • AMZN
  • PFF
  • TGT
  • GM
  • XLU
Mountain Hill Investment Partners Corp.'s Q4 2024 Portfolio
Portfolio Value 98.2 Billion
Stocks 183
Filing on Feb 13, 2025 Q4 2024

Fil LTD

  • MSFT
  • RY
  • AMZN
  • GOOGL
  • TD
  • AAPL
  • SHOP
Fil LTD's Q4 2024 Portfolio
Portfolio Value 98.1 Billion
Stocks 1588
Filing on Feb 13, 2025 Q4 2024

Safe Harbor Fiduciary, LLC

  • SPY
  • VTI
  • AAPL
  • ADME
  • OKE
  • PFF
  • AVUV
Safe Harbor Fiduciary, LLC's Q4 2024 Portfolio
Portfolio Value 98.1 Billion
Stocks 199
Filing on Feb 11, 2025 Q4 2024

Ai Squared Management LTD

  • PDD
  • YY
  • ATAT
  • BABA
  • JD
  • FUTU
  • TAL
Ai Squared Management LTD's Q4 2024 Portfolio
Portfolio Value 98.1 Billion
Stocks 20
Filing on Feb 10, 2025 Q4 2024

Ascent Capital Management, LLC

  • IVV
  • IVW
  • AAPL
  • EFV
  • IEFA
  • AMZN
  • VEA
Ascent Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 97.8 Billion
Stocks 60