Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Prelude Capital Management, LLC

  • SPY
  • SPY
  • NVDA
  • TSLA
  • GLD
  • NVDA
  • AMZN
Prelude Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.5 Billion
Stocks 1179
Filing on Jan 27, 2025 Q4 2024

Tectonic Advisors LLC

  • BOND
  • VEA
  • VOO
  • TOTL
  • IVV
  • VWO
  • BND
Tectonic Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.5 Billion
Stocks 413
Filing on Jan 15, 2025 Q4 2024

Smith, Salley & Associates

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Smith, Salley & Associates's Q4 2024 Portfolio
Portfolio Value 1.5 Billion
Stocks 245
Filing on Feb 05, 2025 Q4 2024

Srs Capital Advisors, Inc.

  • VUG
  • VTV
  • VO
  • RDVY
  • IGSB
  • QQQ
  • SCHP
Srs Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.5 Billion
Stocks 2415
Filing on Feb 13, 2025 Q4 2024

Theleme Partners LLP

  • MRNA
  • BAC
  • WFC
  • AMZN
  • EFX
  • TRU
  • SKX
Theleme Partners LLP's Q4 2024 Portfolio
Portfolio Value 1.49 Billion
Stocks 12
Filing on Jan 24, 2025 Q4 2024

Willis Investment Counsel

  • CSCO
  • TXN
  • JNJ
  • MSFT
  • PAYX
  • LMT
  • CB
Willis Investment Counsel's Q4 2024 Portfolio
Portfolio Value 1.49 Billion
Stocks 116
Filing on Jan 27, 2025 Q4 2024

Vista Wealth Management Group, LLC

  • DUHP
  • DIHP
  • AVUS
  • AVDE
  • DFAR
  • CCCS
  • DFAC
Vista Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.49 Billion
Stocks 262
Filing on Feb 14, 2025 Q4 2024

Prem Watsa

Fairfax Financial Holdings LTD
  • ORLA
  • OXY
  • BB
  • KW
  • CVS
  • KHC
  • TAP
Prem Watsa's Q4 2024 Portfolio
Portfolio Value 1.49 Billion
Stocks 31
Filing on Jan 30, 2025 Q4 2024

Guyasuta Investment Advisors Inc

  • MSFT
  • MA
  • GOOG
  • RSG
  • VST
  • BRK-B
  • TMO
Guyasuta Investment Advisors Inc's Q4 2024 Portfolio
Portfolio Value 1.48 Billion
Stocks 263
Filing on Feb 14, 2025 Q4 2024

Glazer Capital, LLC

  • SMAR
  • ESGR
  • INFN
  • ZUO
  • B
  • ATSG
  • CDMO
Glazer Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.48 Billion
Stocks 150
Filing on Jan 21, 2025 Q4 2024

Pflug Koory, LLC

  • BRK-A
  • AAPL
  • VMC
  • BRK-B
  • MSFT
  • CAT
  • AMAT
Pflug Koory, LLC's Q4 2024 Portfolio
Portfolio Value 1.48 Billion
Stocks 399
Filing on Feb 07, 2025 Q4 2024

Express CO American

  • GBTG
  • CARV
Express CO American's Q4 2024 Portfolio
Portfolio Value 1.48 Billion
Stocks 2
Filing on Feb 07, 2025 Q4 2024

S&Co Inc

  • BRK-B
  • AAPL
  • CHD
  • MSFT
  • ADP
  • XOM
  • ECL
S&Co Inc's Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 210
Filing on Feb 11, 2025 Q4 2024

Knights Of Columbus Asset Advisors LLC

  • AAPL
  • MSFT
  • NVDA
  • META
  • XOM
  • BRK-B
  • GOOGL
Knights Of Columbus Asset Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 381
Filing on Aug 12, 2024 Q2 2024

Herr Investment Group LLC

  • SMH
  • AAPL
  • CMG
  • SLV
  • XLY
  • DECK
  • VGSH
Herr Investment Group LLC's Q2 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on Jan 17, 2025 Q4 2024

Traynor Capital Management, Inc.

  • NVDA
  • AAPL
  • AMZN
  • NVDA
  • NFLX
  • GOOGL
  • AMZN
Traynor Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 294
Filing on Feb 13, 2025 Q4 2024

Elm Partners Management LLC

  • VTI
  • VWO
  • ITOT
  • IEMG
  • SGOV
  • VGK
  • SCHP
Elm Partners Management LLC's Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 68
Filing on Jan 21, 2025 Q4 2024

Sound Income Strategies, LLC

  • HTGC
  • ARCC
  • TSLX
  • GBDC
  • SHYG
  • ORCC
  • HYEM
Sound Income Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 1478