Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Sixth Street Partners Management Company, L.P.
- PCG
- ESGR
- TSLX
- CXM
- SSNC
- CCCS
- GWRE
Filing on Jan 29, 2025
Q4 2024
Great Lakes Retirement, Inc.
- SPAB
- NVDA
- AMZN
- FIXD
- GSEW
- GOOGL
- AAPL
Filing on Jan 31, 2025
Q4 2024
Philip James Wealth Mangement, LLC
- BRK-B
- XOM
- OXYWS
- QCOM
- OXY
- INTC
- MOAT
Filing on Jan 27, 2025
Q4 2024
Tanager Wealth Management LLP
- XHLF
- VTI
- VEA
- MOAT
- BKAG
- AVUS
- AGG
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Cascade Financial Partners, LLC
- LLY
- AAPL
- VEA
- IVV
- PEP
- PKI
- VTI
Filing on Feb 05, 2025
Q4 2024
Blue Stem Wealth Partners, LLC
- IVV
- VUG
- FNDX
- IJH
- SCHF
- RECS
- BND
Filing on Feb 14, 2025
Q4 2024
Manchester Global Management (Uk) LTD
- UNH
- AMZN
- DHR
- ADI
- NKE
- SNOW
- TSM
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Qsemble Capital Management, LP
- PGR
- KO
- MDT
- ICE
- APH
- DVN
- COP
Filing on Mar 04, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Hill Investment Group Partners, LLC
- DFAC
- AVUV
- DFIC
- AVIG
- DFEM
- AVDV
- DFIP
Filing on Aug 09, 2024
Q1 2024
Grey Street Capital, LLC
- LLY
- NVDA
- ACN
- MSFT
- AAPL
- VRTX
- META
Filing on Jan 29, 2025
Q4 2024
Genus Capital Management Inc.
- NVDA
- RY
- GILD
- GOVT
- AGG
- CMI
- AVGO
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Credit Industriel Et Commercial
- AVGO
- EWZ
- EWZ
- FXI
- GOOG
- XLE
- TJX
Filing on Apr 03, 2025
Q1 2025
Central Pacific Bank Trust Division
- IVV
- SPY
- AAPL
- MSFT
- IUSB
- AMZN
- NVDA
Filing on Feb 14, 2025
Q4 2024
Coppell Advisory Solutions LLC
- FIXD
- FTSM
- KNG
- AVGO
- AMZN
- TSLA
- BUFR