Largest Portfolios by Value

Filing on Jul 20, 2023 Q2 2023

Aj Wealth Strategies, LLC

  • SCHX
  • VOO
  • SGOV
  • QQQ
  • USFR
  • OMFL
  • BILS
Aj Wealth Strategies, LLC's Q2 2023 Portfolio
Portfolio Value 2.07 Billion
Stocks 297
Filing on Feb 14, 2025 Q4 2024

Concentric Capital Strategies, LP

  • SPY
  • IWM
  • SPY
  • SMH
  • QQQ
  • ASHR
  • MRVL
Concentric Capital Strategies, LP's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 246
Filing on Feb 05, 2025 Q4 2024

Ia Venture Strategies Fund Ii, LP

  • OB
  • DOCN
Ia Venture Strategies Fund Ii, LP's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 3
Filing on Feb 13, 2025 Q4 2024

Matrix Capital Management Company, LP

  • ALTR
  • GFS
  • AURA
  • ZNTL
Matrix Capital Management Company, LP's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 5
Filing on Feb 11, 2025 Q4 2024

Angeles Investment Advisors, LLC

  • VOO
  • MGK
  • SJNK
  • VXUS
  • VCLT
  • IWP
  • USHY
Angeles Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 195
Filing on Feb 09, 2024 Q4 2023

Cohen Lawrence B

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • AVLV
  • SPY
Cohen Lawrence B's Q4 2023 Portfolio
Portfolio Value 2.06 Billion
Stocks 6
Filing on Feb 13, 2025 Q4 2024

Bristol Gate Capital Partners Inc.

  • AVGO
  • MSCI
  • MCO
  • MA
  • V
  • CTVA
  • MCK
Bristol Gate Capital Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 2.05 Billion
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Johnson Financial Group, Inc.

  • IVV
  • IWF
  • IEFA
  • XLG
  • IEI
  • JOUT
  • AAPL
Johnson Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.05 Billion
Stocks 1138
Filing on Feb 25, 2025 Q4 2024

Integrated Advisors Network LLC

  • IVV
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • BX
Integrated Advisors Network LLC's Q4 2024 Portfolio
Portfolio Value 2.05 Billion
Stocks 695
Filing on Feb 14, 2025 Q4 2024

Invenomic Capital Management LP

  • QQQ
  • SPY
  • GPN
  • XRAY
  • ES
  • VTRS
  • TAP
Invenomic Capital Management LP's Q4 2024 Portfolio
Portfolio Value 2.05 Billion
Stocks 159
Filing on Feb 14, 2025 Q4 2024

Wetherby Asset Management Inc

  • AAPL
  • MSFT
  • VTI
  • NVDA
  • AMZN
  • GOOGL
  • META
Wetherby Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 2.04 Billion
Stocks 1230
Filing on Feb 11, 2025 Q4 2024

Trivest Advisors LTD

  • META
  • AMZN
  • MSFT
  • TSLA
  • TCOM
  • ABNB
  • CRM
Trivest Advisors LTD's Q4 2024 Portfolio
Portfolio Value 2.03 Billion
Stocks 45
Filing on Jan 27, 2025 Q4 2024

Mkp Capital Management, L.L.C.

  • IVV
  • ACWI
  • NVDA
  • FXI
Mkp Capital Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 2.03 Billion
Stocks 4
Filing on Feb 05, 2025 Q4 2024

Aew Capital Management L P

  • EQIX
  • PLD
  • WELL
  • DLR
  • PSA
  • AVB
  • MAA
Aew Capital Management L P's Q4 2024 Portfolio
Portfolio Value 2.03 Billion
Stocks 88
Filing on Jan 27, 2025 Q4 2024

Stratos Wealth Advisors, LLC

  • SPY
  • AAPL
  • IBTF
  • NVDA
  • SGOV
  • SCHG
  • IVV
Stratos Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 2.03 Billion
Stocks 711
Filing on Feb 07, 2025 Q4 2024

Moors & Cabot, Inc.

  • AAPL
  • MSFT
  • NVDA
  • TPL
  • AMZN
  • AVGO
  • JPM
Moors & Cabot, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.02 Billion
Stocks 885
Filing on Feb 14, 2025 Q4 2024

Oberweis Asset Management Inc

  • CRDO
  • ADMA
  • ZETA
  • SKYW
  • EHC
  • DOCS
  • VCYT
Oberweis Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 2.02 Billion
Stocks 196
Filing on Jan 22, 2025 Q4 2024

Capital Asset Advisory Services LLC

  • VV
  • AGG
  • IDEV
  • BIL
  • VO
  • TFLO
  • VTC
Capital Asset Advisory Services LLC's Q4 2024 Portfolio
Portfolio Value 2.01 Billion
Stocks 309