Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Conquis Financial LLC

  • VOO
  • BIV
  • DFAX
  • DFAC
  • SCHF
  • IJR
  • VIG
Conquis Financial LLC's Q4 2024 Portfolio
Portfolio Value 97.7 Billion
Stocks 199
Filing on Jan 13, 2025 Q4 2024

Crescent Sterling, Ltd.

  • SCHD
  • AAPL
  • MSFT
  • JPM
  • PG
  • CVX
  • ABBV
Crescent Sterling, Ltd.'s Q4 2024 Portfolio
Portfolio Value 97.5 Billion
Stocks 75
Filing on Feb 14, 2025 Q4 2024

Breakout Capital Partners, LP

  • HDB
  • PBR
  • ITUB
  • ECH
  • KWEB
  • KKS.F
  • KKS.F
Breakout Capital Partners, LP's Q4 2024 Portfolio
Portfolio Value 97.4 Billion
Stocks 8
Filing on Feb 13, 2025 Q4 2024

Canada Pension Plan Investment Board

  • NVDA
  • AAPL
  • MSFT
  • MA
  • UNH
  • AMZN
  • GOOGL
Canada Pension Plan Investment Board's Q4 2024 Portfolio
Portfolio Value 97.2 Billion
Stocks 1398
Filing on Jan 23, 2025 Q4 2024

Kaufman Rossin Wealth, LLC

  • ITOT
  • AVDV
  • DFEM
  • DFAC
  • DUHP
  • IDEV
  • DIHP
Kaufman Rossin Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 97.2 Billion
Stocks 37
Filing on Jan 24, 2025 Q4 2024

Empower Harvest Management Services, Inc.

  • YMM
Empower Harvest Management Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 97.1 Billion
Stocks 1
Filing on Feb 04, 2025 Q4 2024

Fjell Capital, LLC

  • DWLD
  • GTO
  • UITB
  • VO
  • USIG
  • MSFT
  • AAPL
Fjell Capital, LLC's Q4 2024 Portfolio
Portfolio Value 96.8 Billion
Stocks 54
Filing on Feb 14, 2025 Q4 2024

10 Elms LLP

  • IEFA
  • XLK
  • XLV
  • QUAL
  • IEMG
  • USMV
  • SCHD
10 Elms LLP's Q4 2024 Portfolio
Portfolio Value 96.8 Billion
Stocks 521
Filing on Feb 13, 2025 Q4 2024

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SPY
Miramar Fiduciary Corp's Q4 2024 Portfolio
Portfolio Value 96.8 Billion
Stocks 4
Filing on Jan 14, 2025 Q4 2024

Freestate Advisors LLC

  • SPYV
  • IGIB
  • SCHF
  • SPY
  • AGG
  • VOO
  • SHYG
Freestate Advisors LLC's Q4 2024 Portfolio
Portfolio Value 96.7 Billion
Stocks 37
Filing on Feb 13, 2025 Q4 2024

Kdk Private Wealth Management, LLC

  • EPD
  • IWV
  • CCI
  • FTEC
  • IVV
  • IWF
  • SHV
Kdk Private Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 96.3 Billion
Stocks 55
Filing on Feb 14, 2025 Q4 2024

Vista Cima Wealth Management LLC

  • QQQ
  • SCHG
  • NVDA
  • AAPL
  • MSFT
  • DGRO
  • SPDW
Vista Cima Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 96.2 Billion
Stocks 49
Filing on Feb 10, 2025 Q4 2024

Bios Capital Management, LP

  • CGTX
  • LTRN
  • OCUP
  • INAB
Bios Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 95.9 Billion
Stocks 9
Filing on Feb 14, 2025 Q4 2024

Measured Risk Portfolios, Inc.

  • SFM
  • AAPL
  • DLR
  • KMI
  • TFLO
  • BIZD
  • PM
Measured Risk Portfolios, Inc.'s Q4 2024 Portfolio
Portfolio Value 95.8 Billion
Stocks 344
Filing on Feb 14, 2025 Q4 2024

Grizzlyrock Capital, LLC

  • GSM
  • DRVN
  • MGNI
  • PRGO
  • AMBP
  • CZR
  • GPRE
Grizzlyrock Capital, LLC's Q4 2024 Portfolio
Portfolio Value 95.8 Billion
Stocks 17
Filing on Feb 14, 2025 Q4 2024

Allostery Investments LP

  • XBI
  • QQQ
  • TLT
  • CNTA
  • EOLS
  • KALV
  • ALKS
Allostery Investments LP's Q4 2024 Portfolio
Portfolio Value 95.7 Billion
Stocks 40
Filing on Feb 06, 2025 Q4 2024

Victory Capital Management Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOG
  • AVGO
Victory Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 95.7 Billion
Stocks 2746
Filing on Feb 14, 2025 Q4 2024

Graver Capital Management, LLC

  • DFUS
  • MOAT
  • DFAT
  • DFAI
  • DFCF
  • SCHB
  • DFAE
Graver Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 95.7 Billion
Stocks 25