Largest Portfolios by Value
Filing on Feb 24, 2025
Q4 2024
Great Valley Advisor Group, Inc.
- NVDA
- VCIT
- AAPL
- QGRO
- MSFT
- DLN
- SPMD
Filing on Feb 14, 2025
Q4 2024
Saba Capital Management, L.P.
- ECAT
- BIGZ
- BMEZ
- BCAT
- GDV
- NRGX
- BSTZ
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Hamlin Capital Management, LLC
- AVGO
- PEG
- ARES
- MS
- ABBV
- ORI
- CMI
Filing on Feb 14, 2025
Q4 2024
Deerfield Management Company, L.P. (Series C)
- NUVL
- VTRS
- CNC
- OSCR
- RVMD
- MRUS
- NBIX
Filing on Feb 12, 2025
Q4 2024
Filing on May 13, 2024
Q1 2024
Inter Ocean Capital Group, LLC
- SPY
- AAPL
- XLK
- MSFT
- AMZN
- BRK-B
- GOOG
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Whittier Trust CO Of Nevada Inc
- AAPL
- MSFT
- NVDA
- SPY
- AMZN
- GOOG
- IVV
Filing on Feb 14, 2025
Q4 2024
Candlestick Capital Management LP
- SPY
- UAL
- DAL
- DAL
- QQQ
- CNK
- IWM
Filing on Feb 13, 2025
Q4 2024
Martingale Asset Management L P
- GOOGL
- AMZN
- AAPL
- MSFT
- BRK-B
- JPM
- WMT
Filing on Feb 14, 2025
Q4 2024
George Soros
Soros Fund Management LLC
- GOOGL
- AZN
- SPY
- IWM
- IWM
- GFL
- AER
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Todd Asset Management LLC
- TTE
- URI
- SHEL
- AXP
- QCOM
- FITB
- CB
Filing on Feb 13, 2025
Q4 2024
Shelton Capital Management
- AAPL
- NVDA
- MSFT
- AMZN
- AVGO
- META
- GOOGL
Filing on Jan 22, 2025
Q4 2024
Perigon Wealth Management, LLC
- AAPL
- NVDA
- IVV
- AMZN
- QQQ
- MSFT
- VOO
Filing on Jan 30, 2025
Q4 2024
Valeo Financial Advisors, LLC
- SPY
- IJR
- IJH
- AAPL
- IEMG
- BRK-B
- LLY