Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Boundary Creek Advisors LP
- HYG
- SPY
- IWM
- XLI
- MPW
- GL
- KNX
Filing on Jan 12, 2024
Q4 2023
Wealthsource Partners, LLC
- SCHX
- SPAB
- QUAL
- ESGU
- EFV
- EFG
- EMXC
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 24, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Adelante Capital Management LLC
- PLD
- WELL
- EQIX
- SPG
- DLR
- AVB
- PSA
Filing on Aug 09, 2024
Q2 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Belpointe Asset Management LLC
- AAPL
- SPY
- QQQ
- NVDA
- BMI
- MSFT
- AMZN
Filing on Jan 13, 2025
Q4 2024
Bar Harbor Wealth Management
- XLK
- AAPL
- IVV
- LLY
- AGG
- MSFT
- JNJ
Filing on Feb 14, 2025
Q4 2024
Insight Holdings Group, LLC
- UDMY
- S
- REAX
- NCNO
- ETWO
- MSFT
- AMZN
Filing on Jan 17, 2025
Q4 2024
Janney Capital Management LLC
- IEFA
- AVGO
- MSFT
- XLK
- XLC
- TSM
- TOTL
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Pacific Heights Asset Management LLC
- TPL
- META
- SPG
- FCX
- LMT
- OVV
- MS
Filing on Jan 10, 2025
Q4 2024
Franklin Street Advisors Inc
- AAPL
- NVDA
- MSFT
- GOOG
- AMZN
- META
- LULU
Filing on Feb 14, 2025
Q4 2024
Two Creeks Capital Management, LP
- V
- FND
- LOW
- PLNT
- CMG
- ADBE
- ABNB
Filing on Jan 08, 2025
Q4 2024
Legacy Private Trust Co.
- IVV
- VTI
- SPTM
- VXF
- VEA
- AAPL
- NVDA
Filing on Jan 22, 2025
Q4 2024