Largest Portfolios by Value

Filing on Oct 08, 2024 Q3 2024

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • MUNI
  • WINN
  • VCSH
  • VGIT
  • SCHD
Towneley Capital Management, Inc / De's Q3 2024 Portfolio
Portfolio Value 442 Billion
Stocks 39
Filing on Nov 14, 2024 Q3 2024

Grace & Mercy Foundation, Inc.

  • META
  • AMZN
  • GOOGL
  • MSFT
  • ADBE
  • NFLX
  • DIS
Grace & Mercy Foundation, Inc.'s Q3 2024 Portfolio
Portfolio Value 439 Billion
Stocks 19
Filing on Oct 03, 2024 Q3 2024

Unique Wealth, LLC

  • IVV
  • SCHG
  • SPY
  • COWZ
  • AGG
  • EFA
  • MUB
Unique Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 437 Billion
Stocks 121
Filing on Oct 23, 2024 Q3 2024

Lmg Wealth Partners, LLC

  • IVW
  • AAPL
  • VBR
  • MSFT
  • WMT
  • IWO
  • IWP
Lmg Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 437 Billion
Stocks 123
Filing on Oct 04, 2024 Q3 2024

Corrigan Financial, Inc.

  • VUG
  • BSV
  • VXUS
  • JCPB
  • JEPI
  • BND
  • RLY
Corrigan Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 436 Billion
Stocks 53
Filing on Nov 14, 2024 Q3 2024

Sherbrooke Park Advisers LLC

  • GPS
  • SMAR
  • LEN
  • PSTG
  • MU
  • CPB
  • IDA
Sherbrooke Park Advisers LLC's Q3 2024 Portfolio
Portfolio Value 436 Billion
Stocks 874
Filing on Oct 09, 2024 Q3 2024

Fiduciary Financial Group, LLC

  • AAPL
  • SCHO
  • DFAC
  • MOAT
  • DFAI
  • DFIV
  • DFAE
Fiduciary Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 435 Billion
Stocks 258
Filing on Oct 29, 2024 Q3 2024

Legacy Trust

  • AAPL
  • MSFT
  • SPY
  • URI
  • IVV
  • PANW
  • V
Legacy Trust's Q3 2024 Portfolio
Portfolio Value 435 Billion
Stocks 159
Filing on Nov 13, 2024 Q3 2024

Sierra Summit Advisors LLC

  • AAPL
  • NVDA
  • IWM
  • META
  • GOOGL
  • AMZN
  • FSLR
Sierra Summit Advisors LLC's Q3 2024 Portfolio
Portfolio Value 435 Billion
Stocks 136
Filing on Oct 03, 2024 Q3 2024

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • VWO
  • BSV
  • VPL
Presilium Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 434 Billion
Stocks 76
Filing on Nov 13, 2024 Q3 2024

Wells Fargo & Company

  • MSFT
  • AAPL
  • IVV
  • ITOT
  • NVDA
  • SPY
  • VO
Wells Fargo & Company's Q3 2024 Portfolio
Portfolio Value 434 Billion
Stocks 17223
Filing on Nov 14, 2024 Q3 2024

Nvidia Corp

  • APLD
  • RXRX
  • SOUN
  • NNOX
Nvidia Corp's Q3 2024 Portfolio
Portfolio Value 433 Billion
Stocks 6
Filing on Nov 13, 2024 Q3 2024

Polymer Capital Management (Hk) LTD

  • JD
  • FUTU
  • BABA
  • PDD
  • META
  • BILI
  • NVDA
Polymer Capital Management (Hk) LTD's Q3 2024 Portfolio
Portfolio Value 432 Billion
Stocks 151
Filing on Aug 02, 2023 Q2 2023

Efg Capital International Corp.

  • MSFT
  • IWM
  • AAPL
  • AMZN
  • MA
  • UNH
  • VRSK
Efg Capital International Corp.'s Q2 2023 Portfolio
Portfolio Value 432 Billion
Stocks 138
Filing on Oct 18, 2024 Q3 2024

Werba Rubin Papier Wealth Management

  • AVUS
  • AVDE
  • AVUV
  • AAPL
  • AVDV
  • VUG
  • AVEM
Werba Rubin Papier Wealth Management's Q3 2024 Portfolio
Portfolio Value 426 Billion
Stocks 193
Filing on Oct 25, 2024 Q3 2024

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BUFQ
  • SCHD
  • DIA
  • IVV
  • QQQ
Creekmur Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 426 Billion
Stocks 1018
Filing on Oct 16, 2024 Q3 2024

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • STZ
  • AMAT
  • APD
  • DHR
Compass Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 425 Billion
Stocks 397
Filing on Apr 19, 2024 Q1 2024

American National Bank & Trust CO /Va/

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • BRK-B
  • GOOG
  • AMZN
American National Bank & Trust CO /Va/'s Q1 2024 Portfolio
Portfolio Value 423 Billion
Stocks 192