Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Bluestein R H & CO LLC

  • AAPL
  • AMZN
  • GOOG
  • MSFT
  • COST
  • CVX
  • LNG
Bluestein R H & CO LLC's Q3 2022 Portfolio
Portfolio Value 1.61 Billion
Stocks 340
Filing on Jan 16, 2025 Q4 2024

Lmcg Investments, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • JPM
  • BRK-B
  • NVDA
Lmcg Investments, LLC's Q4 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 319
Filing on Jan 28, 2025 Q4 2024

Sageworth Trust CO

  • VTI
  • ACWI
  • VXUS
  • VOO
  • SPY
  • ACWX
  • VT
Sageworth Trust CO's Q4 2024 Portfolio
Portfolio Value 1.6 Billion
Stocks 100
Filing on Jan 22, 2025 Q4 2024

Mc Kinley Carter Wealth Services, Inc.

  • IVV
  • IWB
  • VEA
  • FBND
  • IEFA
  • AGG
  • IWL
Mc Kinley Carter Wealth Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.6 Billion
Stocks 291
Filing on Feb 04, 2025 Q4 2024

First Interstate Bank

  • IVV
  • VCIT
  • FIBK
  • IJH
  • HEFA
  • VGIT
  • IJR
First Interstate Bank's Q4 2024 Portfolio
Portfolio Value 1.6 Billion
Stocks 304
Filing on Feb 11, 2025 Q4 2024

Summit Global Investments

  • AGG
  • CL
  • GOOGL
  • MRK
  • HYG
  • PGR
  • META
Summit Global Investments's Q4 2024 Portfolio
Portfolio Value 1.6 Billion
Stocks 519
Filing on Jan 06, 2025 Q4 2024

Stairway Partners, LLC

  • IWD
  • IEFA
  • AGG
  • IEMG
  • IWF
  • BND
  • IVV
Stairway Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 18
Filing on Feb 07, 2025 Q4 2024

Pfg Advisors

  • VUG
  • AAPL
  • QQQ
  • VTI
  • MSFT
  • VOO
  • NVDA
Pfg Advisors's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 689
Filing on Jan 15, 2025 Q4 2024

Tru Wealth Advisors, LLC

  • VTI
  • JAAA
  • BSCS
  • FBND
  • IWF
  • BSCU
  • AVUV
Tru Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 163
Filing on Jan 14, 2025 Q4 2024

Community Trust & Investment CO

  • CTBI
  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • AMZN
  • AVGO
Community Trust & Investment CO's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 246
Filing on Feb 14, 2025 Q4 2024

Gobi Capital LLC

  • META
  • GOOG
  • CACC
  • CPRT
  • NFLX
  • HCA
  • BRO
Gobi Capital LLC's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 10
Filing on Oct 25, 2022 Q3 2022

Balasa Dinverno & Foltz LLC

  • DFUV
  • IWF
  • VBK
  • MTUM
  • IVV
  • QUAL
  • GSIE
Balasa Dinverno & Foltz LLC's Q3 2022 Portfolio
Portfolio Value 1.58 Billion
Stocks 336
Filing on Feb 14, 2025 Q4 2024

Hps Investment Partners, LLC

  • AON
  • XPRO
  • NOMD
Hps Investment Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 3
Filing on Jan 31, 2025 Q4 2024

Wilkinson Global Asset Management LLC

  • TJX
  • MSFT
  • AAPL
  • JPM
  • NVDA
  • ACN
  • TXN
Wilkinson Global Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 117
Filing on Feb 14, 2025 Q4 2024

Kynam Capital Management, LP

  • NTRA
  • PCVX
  • SPY
  • CLDX
  • SNDX
  • DVAX
  • COGT
Kynam Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 30
Filing on Feb 11, 2025 Q4 2024

Zions Bancorporation, N.A.

  • IWS
  • IVV
  • VTI
  • IWP
  • VWO
  • AGG
  • NVDA
Zions Bancorporation, N.A.'s Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 911
Filing on Feb 04, 2025 Q4 2024

Nwam LLC

  • MSFT
  • AAPL
  • VUG
  • AMZN
  • QQQ
  • NVDA
  • IVV
Nwam LLC's Q4 2024 Portfolio
Portfolio Value 1.57 Billion
Stocks 593
Filing on Jan 30, 2025 Q4 2024

Spinnaker Trust

  • SPLG
  • XLK
  • ESGD
  • SUSA
  • ISTB
  • AAPL
  • MMM
Spinnaker Trust's Q4 2024 Portfolio
Portfolio Value 1.57 Billion
Stocks 336