Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • JPM
  • TSLA
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main's Q4 2024 Portfolio
Portfolio Value 91.1 Billion
Stocks 2079
Filing on Feb 14, 2025 Q4 2024

Grand Alliance Asset Management LTD

  • DELL
  • NVDA
  • SBLK
  • AVGO
  • MRVL
  • ASML
  • EDU
Grand Alliance Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 91 Billion
Stocks 8
Filing on Feb 14, 2025 Q4 2024

Camrose Capital Investment Partners LLP

  • CNM
  • YUM
  • HLT
  • ADP
  • MLM
  • ROP
  • EXPD
Camrose Capital Investment Partners LLP's Q4 2024 Portfolio
Portfolio Value 91 Billion
Stocks 9
Filing on Feb 10, 2025 Q4 2024

Rd Lewis Holdings, Inc.

  • AXON
  • AMZN
  • WMT
  • AAPL
  • V
  • MCD
  • MSFT
Rd Lewis Holdings, Inc.'s Q4 2024 Portfolio
Portfolio Value 90.9 Billion
Stocks 88
Filing on Feb 19, 2025 Q4 2024

Retirement Planning Group, LLC / Ny

  • QQQ
  • JEPI
  • JCE
  • RWL
  • PAVE
  • RFDA
  • FBND
Retirement Planning Group, LLC / Ny's Q4 2024 Portfolio
Portfolio Value 90.9 Billion
Stocks 65
Filing on Jan 16, 2025 Q4 2024

M.E. Allison & Co., Inc.

  • CGDV
  • SPY
  • CGGR
  • JEPI
  • JAAA
  • VYM
  • MSFT
M.E. Allison & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 90.7 Billion
Stocks 143
Filing on Feb 10, 2025 Q4 2024

First Financial Group Corp

  • DFAU
  • MSFT
  • AAPL
  • VNLA
  • DFAC
  • DFAS
  • DFAI
First Financial Group Corp's Q4 2024 Portfolio
Portfolio Value 90.4 Billion
Stocks 66
Filing on Feb 11, 2025 Q4 2024

Grantvest Financial Group LLC

  • SGOV
  • CSHI
  • AAPL
  • AMZN
  • MGV
  • VOO
  • SCHD
Grantvest Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 89.5 Billion
Stocks 121
Filing on Feb 10, 2025 Q4 2024

Kennondale Capital Management LLC

  • HUN
  • BRK-B
  • MMM
  • PRDO
  • KHC
  • COF
  • ALB
Kennondale Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 89.3 Billion
Stocks 78
Filing on Jan 22, 2025 Q4 2024

Verus Wealth Management, LLC

  • MUB
  • VOO
  • VCIT
  • VEA
  • BND
  • VONV
  • IJR
Verus Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 89.2 Billion
Stocks 67
Filing on Jan 13, 2025 Q4 2024

City Center Advisors, LLC

  • SPYG
  • SPYV
  • MINT
  • XLU
  • XLI
  • XLF
  • XLY
City Center Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 89.1 Billion
Stocks 154
Filing on Feb 12, 2025 Q4 2024

Pictet Asset Management Holding Sa

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • TMO
  • RSG
Pictet Asset Management Holding Sa's Q4 2024 Portfolio
Portfolio Value 88.9 Billion
Stocks 2042
Filing on Feb 14, 2025 Q4 2024

Sulzberger Capital Advisors, Inc.

  • SHV
  • VOO
  • NVDA
  • VTI
  • MSFT
  • JEPI
  • QQQM
Sulzberger Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 88.4 Billion
Stocks 59
Filing on Feb 06, 2025 Q4 2024

Unified Investment Management

  • GPC
  • IGSB
  • VNLA
  • NEAR
  • MSFT
  • MINT
  • AAPL
Unified Investment Management's Q4 2024 Portfolio
Portfolio Value 88 Billion
Stocks 112
Filing on Feb 14, 2025 Q4 2024

Massar Capital Management, LP

  • MRNA
  • ILMN
  • UTHR
  • USFD
  • UNM
  • MTZ
  • FLEX
Massar Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 87.9 Billion
Stocks 47
Filing on Feb 04, 2025 Q4 2024

Partners Wealth Management, LLC

  • AAPL
  • AGOX
  • BRK-B
  • MSFT
  • LLY
  • RHRX
  • AMAX
Partners Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 87.9 Billion
Stocks 112
Filing on Nov 14, 2023 Q3 2023

Terrapin Asset Management, LLC

  • SGEN
  • TLT
  • GOOGL
  • SCRM
  • XLE
  • VCIF
  • LGFB
Terrapin Asset Management, LLC's Q3 2023 Portfolio
Portfolio Value 87.8 Billion
Stocks 52
Filing on Feb 14, 2025 Q4 2024

Advanced Portfolio Management, LLC

  • MSFT
  • C
  • UNH
  • UBS
  • NVDA
  • CCL
  • SAN
Advanced Portfolio Management, LLC's Q4 2024 Portfolio
Portfolio Value 87.6 Billion
Stocks 51