Largest Portfolios by Value

Filing on Jan 21, 2025 Q4 2024

Clarendon Private LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPY
  • META
  • ACWX
Clarendon Private LLC's Q4 2024 Portfolio
Portfolio Value 95.5 Billion
Stocks 101
Filing on Feb 14, 2025 Q4 2024

Expect Equity LLC

  • CUZ
  • COLB
  • FLS
  • MKSI
  • FHN
  • CECE
  • HAS
Expect Equity LLC's Q4 2024 Portfolio
Portfolio Value 95.5 Billion
Stocks 45
Filing on Jan 21, 2025 Q4 2024

Grange Capital, LLC

  • SPGP
  • BX
  • RSP
  • PLTR
  • STWD
  • GOOGL
  • VB
Grange Capital, LLC's Q4 2024 Portfolio
Portfolio Value 95.4 Billion
Stocks 42
Filing on Feb 14, 2025 Q4 2024

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • QUAL
  • VNLA
  • SCHD
  • JAAA
  • JMBS
Blue Rock Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 95.1 Billion
Stocks 69
Filing on Feb 14, 2025 Q4 2024

Dauntless Investment Group, LLC

  • QQQ
  • XLK
  • SMH
  • AVGO
  • AAPL
  • PLTR
  • DHT
Dauntless Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 95.1 Billion
Stocks 62
Filing on Jan 13, 2025 Q4 2024

Waycross Investment Management CO

  • IBTK
  • IBTJ
  • DUHP
  • BSCU
  • BSCV
  • VB
  • XLU
Waycross Investment Management CO's Q4 2024 Portfolio
Portfolio Value 95 Billion
Stocks 42
Filing on Jan 23, 2025 Q4 2024

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • ICSH
  • PTLC
  • SPY
  • SLQD
Ofc Financial Planning, LLC's Q4 2024 Portfolio
Portfolio Value 94.8 Billion
Stocks 52
Filing on Feb 14, 2025 Q4 2024

Parvin Asset Management, LLC

  • AAPL
  • CPNG
  • MSFT
  • MMM
  • RTX
  • OR
  • NEM
Parvin Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 94.7 Billion
Stocks 347
Filing on Feb 07, 2025 Q4 2024

Blake Schutter Theil Wealth Advisors, LLC

  • SCHK
  • SCHR
  • IJH
  • AAPL
  • BRK-B
  • QUAL
  • USMV
Blake Schutter Theil Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 94.7 Billion
Stocks 115
Filing on Jan 16, 2025 Q4 2024

Jb Global.Com LLC

  • SCHV
  • VBR
  • VCSH
  • VCIT
  • DXJ
  • EMXC
  • AAPL
Jb Global.Com LLC's Q4 2024 Portfolio
Portfolio Value 94.7 Billion
Stocks 31
Filing on Jan 27, 2025 Q4 2024

Tandem Financial, LLC

  • VGLT
  • GDX
  • IWF
  • IWD
  • KNG
  • IMCG
  • SPY
Tandem Financial, LLC's Q4 2024 Portfolio
Portfolio Value 94.5 Billion
Stocks 84
Filing on Jan 28, 2025 Q4 2024

Ggm Financials LLC

  • PVAL
  • JGRO
  • IAK
  • JAVA
  • QQQ
  • USMV
  • DGRW
Ggm Financials LLC's Q4 2024 Portfolio
Portfolio Value 93.9 Billion
Stocks 55
Filing on Feb 13, 2025 Q4 2024

Stifel Financial Corp

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • V
  • AVGO
Stifel Financial Corp's Q4 2024 Portfolio
Portfolio Value 93.7 Billion
Stocks 9210
Filing on Feb 13, 2025 Q4 2024

Defined Financial Planning LLC

  • SECT
  • SCHG
  • DGRW
  • AGGY
  • USMF
  • XSOE
  • SPDW
Defined Financial Planning LLC's Q4 2024 Portfolio
Portfolio Value 93.7 Billion
Stocks 78
Filing on Feb 12, 2025 Q4 2024

Inkwell Capital LLC

  • BRK-B
  • GOOGL
  • RSP
  • MKL
  • AAPL
  • AMZN
  • MA
Inkwell Capital LLC's Q4 2024 Portfolio
Portfolio Value 93.5 Billion
Stocks 32
Filing on Jan 30, 2025 Q4 2024

Cfc Planning CO LLC

  • AAPL
  • DIS
  • AXP
  • NKE
  • TRV
  • IWY
  • CRM
Cfc Planning CO LLC's Q4 2024 Portfolio
Portfolio Value 93.4 Billion
Stocks 61
Filing on Feb 06, 2025 Q4 2024

Vision Financial Markets LLC

  • QQQ
  • SPY
  • AAPL
  • AZO
  • TBIL
  • AMZN
  • JPM
Vision Financial Markets LLC's Q4 2024 Portfolio
Portfolio Value 93.2 Billion
Stocks 233
Filing on Feb 04, 2025 Q4 2024

Sincerus Advisory, LLC

  • SPY
  • EFA
  • IWR
  • VIG
  • IWM
  • VEA
  • AGG
Sincerus Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 93.2 Billion
Stocks 63