Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Summit Financial, LLC

  • VTI
  • VEU
  • VUG
  • AAPL
  • VTV
  • NVDA
  • MSFT
Summit Financial, LLC's Q4 2024 Portfolio
Portfolio Value 2.83 Billion
Stocks 662
Filing on Feb 03, 2025 Q4 2024

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • DFSV
  • SPY
  • VWO
Jmg Financial Group, Ltd.'s Q4 2024 Portfolio
Portfolio Value 2.83 Billion
Stocks 112
Filing on Jan 15, 2025 Q4 2024

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • AMZN
  • MSFT
  • AAPL
Cohen Klingenstein LLC's Q4 2024 Portfolio
Portfolio Value 2.83 Billion
Stocks 207
Filing on Jan 13, 2025 Q4 2024

West Oak Capital, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SCHX
  • JPM
  • COST
West Oak Capital, LLC's Q4 2024 Portfolio
Portfolio Value 2.83 Billion
Stocks 320
Filing on Jan 23, 2025 Q4 2024

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • BRK-B
  • NVDA
  • DFUS
  • ET
  • AAPL
Chicago Partners Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 2.81 Billion
Stocks 845
Filing on Feb 11, 2025 Q4 2024

Fine Mark National Bank & Trust

  • UPS
  • SPY
  • AAPL
  • IVV
  • MSFT
  • MDY
  • AVGO
Fine Mark National Bank & Trust's Q4 2024 Portfolio
Portfolio Value 2.81 Billion
Stocks 525
Filing on Feb 12, 2025 Q4 2024

Premier Fund Managers LTD

  • V
  • GPK
  • SCI
  • RJF
  • LYV
  • CBRE
  • MAR
Premier Fund Managers LTD's Q4 2024 Portfolio
Portfolio Value 2.81 Billion
Stocks 189
Filing on Feb 12, 2025 Q4 2024

Wedbush Securities Inc

  • VOO
  • AAPL
  • NVDA
  • COST
  • AMZN
  • MSFT
  • QQQ
Wedbush Securities Inc's Q4 2024 Portfolio
Portfolio Value 2.81 Billion
Stocks 1136
Filing on Feb 07, 2025 Q4 2024

General Atlantic LLC

  • DLO
  • ALHC
  • ALKT
  • XP
  • CNTA
  • AKRO
  • PHVS
General Atlantic LLC's Q4 2024 Portfolio
Portfolio Value 2.79 Billion
Stocks 16
Filing on Jan 27, 2025 Q4 2024

Matson Money. Inc.

  • IGSB
  • IAGG
  • IVV
  • VLUE
  • DFIS
  • IGIB
  • IEMG
Matson Money. Inc.'s Q4 2024 Portfolio
Portfolio Value 2.79 Billion
Stocks 9
Filing on Jan 20, 2023 Q4 2022

Abeille Asset Management Sa

  • MSFT
  • LIN
  • AAPL
  • GOOGL
  • AMZN
  • STLA
  • UNH
Abeille Asset Management Sa's Q4 2022 Portfolio
Portfolio Value 2.79 Billion
Stocks 99
Filing on Jan 17, 2025 Q4 2024

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • VGSH
  • XLK
  • SCHA
Advisory Alpha, LLC's Q4 2024 Portfolio
Portfolio Value 2.78 Billion
Stocks 437
Filing on Feb 13, 2025 Q4 2024

Oribel Capital Management, LP

  • CRM
  • NFLX
  • NVDA
  • MSFT
  • NOW
  • NOW
  • AJG
Oribel Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 2.78 Billion
Stocks 93
Filing on Jan 15, 2025 Q4 2024

Ameritas Advisory Services, LLC

  • AAPL
  • QQQ
  • IHDG
  • SPYG
  • IVV
  • SCHD
  • QUAL
Ameritas Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 2.78 Billion
Stocks 872
Filing on Apr 17, 2023 Q1 2023

ETF Managers Group, LLC

  • MJUS
  • VALT
  • AG
  • CHKP
  • FTNT
  • CRWD
  • CSCO
ETF Managers Group, LLC's Q1 2023 Portfolio
Portfolio Value 2.78 Billion
Stocks 777
Filing on Feb 14, 2025 Q4 2024

Karpus Management, Inc.

  • VOO
  • NRK
  • MUI
  • NEA
  • MHD
  • IVV
  • EIM
Karpus Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.77 Billion
Stocks 205
Filing on Feb 11, 2025 Q4 2024

Sig Fig Wealth Management, LLC

  • ITOT
  • AGG
  • GSLC
  • IUSB
  • GSIE
  • LRGF
  • VXF
Sig Fig Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.77 Billion
Stocks 124
Filing on Jan 21, 2025 Q4 2024

Geneos Wealth Management Inc.

  • SGOV
  • SPY
  • IVV
  • USMV
  • ITOT
  • AAPL
  • MSFT
Geneos Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 2.77 Billion
Stocks 2879