Largest Portfolios by Value

Filing on Nov 13, 2024 Q3 2024

Rollins Financial Advisors, LLC

  • QQQ
  • AAPL
  • MSFT
  • SCHG
  • AMZN
  • GOOGL
  • TSLA
Rollins Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 603 Billion
Stocks 140
Filing on Nov 13, 2024 Q3 2024

Northern Trust Corp

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Northern Trust Corp's Q3 2024 Portfolio
Portfolio Value 600 Billion
Stocks 13708
Filing on Oct 07, 2024 Q3 2024

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • VEU
  • LRGF
  • MUB
  • DFAX
Cardinal Point Capital Management, Ulc's Q3 2024 Portfolio
Portfolio Value 600 Billion
Stocks 83
Filing on Nov 14, 2024 Q3 2024

Texas Permanent School Fund

  • RSP
  • VTWO
  • SPMD
  • SPSM
  • SPY
Texas Permanent School Fund's Q3 2024 Portfolio
Portfolio Value 597 Billion
Stocks 5
Filing on Nov 14, 2024 Q3 2024

Endurance Services LTD

  • IVV
  • HYG
  • RSP
  • SRLN
  • BKLN
  • QQQE
  • JPST
Endurance Services LTD's Q3 2024 Portfolio
Portfolio Value 597 Billion
Stocks 17
Filing on Oct 07, 2024 Q3 2024

Callan Family Office, LLC

  • IVV
  • IEFA
  • SPY
  • IJH
  • IWF
  • IVE
  • AAPL
Callan Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 595 Billion
Stocks 189
Filing on May 15, 2024 Q1 2024

Steward Partners Investment Solutions, LLC

  • MSFT
  • AAPL
  • VOO
  • ONEQ
  • NVDA
  • AMZN
  • DXJ
Steward Partners Investment Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 594 Billion
Stocks 271
Filing on Nov 14, 2024 Q3 2024

Glen Eagle Advisors, LLC

  • DGRW
  • SPY
  • MSFT
  • RSP
  • BKAG
  • NVDA
  • BUFT
Glen Eagle Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 593 Billion
Stocks 1165
Filing on Nov 12, 2024 Q3 2024

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VGT
  • VO
  • XLE
Enclave Advisors LLC's Q3 2024 Portfolio
Portfolio Value 590 Billion
Stocks 119
Filing on Oct 15, 2024 Q3 2024

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • AXP
  • XOM
  • JPM
Allen Mooney & Barnes Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 587 Billion
Stocks 155
Filing on Nov 12, 2024 Q3 2024

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • DIHP
  • USMV
  • NYF
High Probability Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 587 Billion
Stocks 57
Filing on Oct 31, 2024 Q3 2024

Portside Wealth Group, LLC

  • AMZN
  • JPST
  • MSFT
  • AAPL
  • SPYG
  • V
  • SPYV
Portside Wealth Group, LLC's Q3 2024 Portfolio
Portfolio Value 586 Billion
Stocks 1063
Filing on Nov 14, 2024 Q3 2024

Fcpm Iii Services B.V.

  • DYN
  • NAMS
  • REPL
  • BCYC
  • ACHL
Fcpm Iii Services B.V.'s Q3 2024 Portfolio
Portfolio Value 582 Billion
Stocks 11
Filing on Nov 12, 2024 Q3 2024

Capital Investment Counsel, LLC

  • AVGO
  • AAPL
  • MSFT
  • BSCV
  • BSCT
  • COST
  • IJH
Capital Investment Counsel, LLC's Q3 2024 Portfolio
Portfolio Value 578 Billion
Stocks 125
Filing on Oct 28, 2024 Q3 2024

Goldstone Financial Group, LLC

  • VOO
  • QQQ
  • BUFR
  • JQUA
  • VTV
  • VTI
  • IVV
Goldstone Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 575 Billion
Stocks 193
Filing on Nov 04, 2024 Q3 2024

Catalytic Wealth Ria, LLC

  • CRM
  • AAPL
  • MSFT
  • GOOG
  • SPY
  • NVDA
  • GOOGL
Catalytic Wealth Ria, LLC's Q3 2024 Portfolio
Portfolio Value 573 Billion
Stocks 296
Filing on Oct 21, 2024 Q3 2024

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q3 2024 Portfolio
Portfolio Value 572 Billion
Stocks 98
Filing on Oct 28, 2024 Q3 2024

Gr Financial Group, LLC

  • IVV
  • SPY
  • AAPL
  • RTX
  • COST
  • LLY
  • ACWI
Gr Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 571 Billion
Stocks 16