Largest Portfolios by Value
Filing on Aug 11, 2022
Q2 2022
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Glendon Capital Management LP
- FYBR
- CHK
- ALLY
- VST
- NRG
- GASS
- ACT
Filing on Jan 21, 2025
Q4 2024
Cyndeo Wealth Partners, LLC
- MSFT
- AAPL
- AMZN
- AVGO
- NVDA
- ABBV
- FBND
Filing on Jan 17, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Wcg Wealth Advisors LLC
- AAPL
- NVDA
- AVUS
- SPHQ
- HTRB
- MSFT
- IVV
Filing on Feb 10, 2025
Q4 2024
Greenwich Wealth Management LLC
- IBKR
- SPY
- NVDA
- ORCL
- AAPL
- GBTC
- MSFT
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Segment Wealth Management, LLC
- VTI
- BRK-B
- BRK-A
- AVGO
- SPGI
- QQQ
- AAPL
Filing on Feb 14, 2025
Q4 2024
Sachem Head Capital Management LP
- TWLO
- USFD
- WDC
- SYF
- SHC
- OKTA
- ZI
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
North Star Investment Management Corp.
- JPM
- AAPL
- IVW
- VTI
- VCSH
- MSFT
- SPY
Filing on Feb 04, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Himension Capital (Singapore) Pte. Ltd.
- NVDA
- AAPL
- TSM
- MSFT
- DASH
- AMZN
- TLT
Filing on Jan 13, 2025
Q4 2024
Jtc Employer Solutions Trustee LTD
- MSFT
- GOOGL
- JPM
- UNP
- GLD
- COST
- AAPL
Filing on Feb 14, 2025
Q4 2024
Westchester Capital Management, LLC
- HES
- EDR
- K
- HCP
- CHX
- SPY
- X
Filing on Nov 13, 2023
Q3 2023
Lowell Blake & Associates Inc.
- NVDA
- MSFT
- AAPL
- GOOGL
- V
- PG
- BDX