Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

Arvest Investments, Inc.

  • RSP
  • VEA
  • GIGB
  • JMBS
  • MBB
  • IVV
  • CMBS
Arvest Investments, Inc.'s Q4 2024 Portfolio
Portfolio Value 626 Billion
Stocks 164
Filing on Feb 13, 2025 Q4 2024

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • IBDR
  • IBDQ
  • IBDS
  • XLK
Gratus Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 625 Billion
Stocks 127
Filing on Feb 03, 2025 Q4 2024

Wealth Management Nebraska

  • SPIB
  • AVSC
  • HYMB
  • DFIV
  • DFUS
  • DFAS
  • AVLV
Wealth Management Nebraska's Q4 2024 Portfolio
Portfolio Value 615 Billion
Stocks 71
Filing on Feb 11, 2025 Q4 2024

Goldman Sachs Group Inc

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
Goldman Sachs Group Inc's Q4 2024 Portfolio
Portfolio Value 613 Billion
Stocks 12623
Filing on Apr 10, 2025 Q1 2025

Portside Wealth Group, LLC

  • AMZN
  • JPST
  • MSFT
  • AAPL
  • SPYG
  • V
  • ORCL
Portside Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 468
Filing on Feb 14, 2025 Q4 2024

Avenir Tech LTD

  • AAPL
  • GOOG
  • GS
  • META
Avenir Tech LTD's Q4 2024 Portfolio
Portfolio Value 604 Billion
Stocks 6
Filing on Feb 14, 2025 Q4 2024

Glen Eagle Advisors, LLC

  • DGRW
  • SPY
  • RSP
  • BKAG
  • MSFT
  • NVDA
  • BUFT
Glen Eagle Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 603 Billion
Stocks 1114
Filing on Jan 22, 2025 Q4 2024

Capital Investment Counsel, LLC

  • AVGO
  • BSCT
  • BSCV
  • AAPL
  • MSFT
  • COST
  • FTSL
Capital Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 599 Billion
Stocks 118
Filing on Jan 17, 2025 Q4 2024

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • CGCP
  • DFIV
Mc Glone Suttner Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 599 Billion
Stocks 176
Filing on Feb 11, 2025 Q4 2024

Endurance Services LTD

  • IVV
  • HYG
  • RSP
  • BKLN
  • SRLN
  • QQQE
  • JPST
Endurance Services LTD's Q4 2024 Portfolio
Portfolio Value 597 Billion
Stocks 17
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 Feb 12, 2025 Q4 2024

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • IVV
  • VNQ
  • USFR
Disciplina Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 593 Billion
Stocks 73
Filing on Jan 23, 2025 Q4 2024

Crews Bank & Trust

  • SPLG
  • SLQD
  • VYM
  • SPSM
  • VIG
  • VUG
  • SPMD
Crews Bank & Trust's Q4 2024 Portfolio
Portfolio Value 593 Billion
Stocks 609
Filing on Jan 14, 2025 Q4 2024

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • GOOGL
  • MSFT
  • AMZN
  • AXP
  • JPM
  • XOM
Allen Mooney & Barnes Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 593 Billion
Stocks 149
Filing on Feb 14, 2025 Q4 2024

Fcpm Iii Services B.V.

  • NAMS
  • DYN
  • BCYC
  • REPL
  • ATXS
  • ACHL
Fcpm Iii Services B.V.'s Q4 2024 Portfolio
Portfolio Value 592 Billion
Stocks 12
Filing on Feb 06, 2025 Q4 2024

Gr Financial Group, LLC

  • IVV
  • SPY
  • AAPL
  • RTX
  • COST
  • XLK
  • TSLA
Gr Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 591 Billion
Stocks 24
Filing on Apr 10, 2025 Q1 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XLE
Enclave Advisors LLC's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 112
Filing on Jan 21, 2025 Q4 2024

Embree Financial Group

  • QQQ
  • SPY
  • SCHX
  • AAPL
  • IWV
  • MSFT
  • IJR
Embree Financial Group's Q4 2024 Portfolio
Portfolio Value 586 Billion
Stocks 195