Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Pinnacle Associates LTD

  • JNJ
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • SPY
  • AMZN
Pinnacle Associates LTD's Q4 2024 Portfolio
Portfolio Value 7.08 Billion
Stocks 837
Filing on Feb 11, 2025 Q4 2024

Segall Bryant & Hamill, LLC

  • MSFT
  • AAPL
  • REVG
  • VMI
  • VFC
  • NVDA
  • SUM
Segall Bryant & Hamill, LLC's Q4 2024 Portfolio
Portfolio Value 7.07 Billion
Stocks 576
Filing on Feb 11, 2025 Q4 2024

Moneta Group Investment Advisors LLC

  • SCHX
  • VUG
  • IEMG
  • VTV
  • IVV
  • VV
  • VOO
Moneta Group Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 7.05 Billion
Stocks 665
Filing on Feb 05, 2025 Q4 2024

Bridges Investment Management Inc

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • BRK-A
  • IJH
  • MA
Bridges Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 6.99 Billion
Stocks 838
Filing on Feb 13, 2023 Q4 2022

Foresight Wealth Management, LLC

  • SPYV
  • SPYG
  • AAPL
  • SPDW
  • PXH
  • MDYV
  • MDYG
Foresight Wealth Management, LLC's Q4 2022 Portfolio
Portfolio Value 6.98 Billion
Stocks 15
Filing on Jan 28, 2025 Q4 2024

Migdal Insurance & Financial Holdings Ltd.

  • TEVA
  • XLI
  • XLF
  • IGV
  • NVMI
  • NICE
  • GOOG
Migdal Insurance & Financial Holdings Ltd.'s Q4 2024 Portfolio
Portfolio Value 6.97 Billion
Stocks 388
Filing on Feb 12, 2025 Q4 2024

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • GOOG
  • MA
  • PM
  • BRK-B
  • NFLX
  • NSRGY
Tom Russo's Q4 2024 Portfolio
Portfolio Value 6.95 Billion
Stocks 68
Filing on Feb 11, 2025 Q4 2024

Congress Wealth Management LLC

  • XLK
  • AAPL
  • XLF
  • MSFT
  • RSP
  • NVDA
  • XLC
Congress Wealth Management LLC 's Q4 2024 Portfolio
Portfolio Value 6.94 Billion
Stocks 871
Filing on Feb 14, 2025 Q4 2024

Apollo Management Holdings, L.P.

  • ADT
  • IWM
  • HGV
  • RXT
  • QQQ
  • GBTG
  • SMH
Apollo Management Holdings, L.P.'s Q4 2024 Portfolio
Portfolio Value 6.93 Billion
Stocks 53
Filing on Jan 02, 2025 Q4 2024

Confluence Investment Management LLC

  • PGR
  • SNA
  • CB
  • PAYX
  • DEO
  • LMT
  • BR
Confluence Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 6.92 Billion
Stocks 359
Filing on Jan 08, 2025 Q4 2024

Douglas Lane & Associates, LLC

  • NVDA
  • JPM
  • GOOG
  • QCOM
  • MSFT
  • GDDY
  • AXP
Douglas Lane & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 6.9 Billion
Stocks 234
Filing on Feb 04, 2025 Q4 2024

Illinois Municipal Retirement Fund

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AVGO
Illinois Municipal Retirement Fund's Q4 2024 Portfolio
Portfolio Value 6.9 Billion
Stocks 1332
Filing on Jan 27, 2025 Q4 2024

Stratos Wealth Partners, Ltd.

  • AAPL
  • VOO
  • SPY
  • IVV
  • NVDA
  • MSFT
  • AMZN
Stratos Wealth Partners, Ltd.'s Q4 2024 Portfolio
Portfolio Value 6.9 Billion
Stocks 1451
Filing on Feb 13, 2025 Q4 2024

Peapack Gladstone Financial Corp

  • AAPL
  • MSFT
  • QQQ
  • GOOGL
  • JPM
  • VOO
  • SPY
Peapack Gladstone Financial Corp's Q4 2024 Portfolio
Portfolio Value 6.89 Billion
Stocks 1184
Filing on Jan 27, 2025 Q4 2024

Choreo, LLC

  • VUG
  • VTV
  • IWF
  • AAPL
  • VBR
  • VBK
  • VWO
Choreo, LLC's Q4 2024 Portfolio
Portfolio Value 6.88 Billion
Stocks 1609
Filing on Feb 14, 2025 Q4 2024

Soroban Capital Partners LP

  • MSFT
  • GOOG
  • V
  • GOOGL
  • CSX
  • MA
  • FE
Soroban Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 6.88 Billion
Stocks 24
Filing on Feb 14, 2025 Q4 2024

Avoro Capital Advisors LLC

  • UTHR
  • ARGX
  • ASND
  • MDGL
  • KRYS
  • APLS
  • SRPT
Avoro Capital Advisors LLC's Q4 2024 Portfolio
Portfolio Value 6.86 Billion
Stocks 39
Filing on Jan 28, 2025 Q4 2024

Stephens Inc

  • VTI
  • AAPL
  • MSFT
  • QQQ
  • IWD
  • WMT
  • SPY
Stephens Inc 's Q4 2024 Portfolio
Portfolio Value 6.84 Billion
Stocks 1269