Largest Portfolios by Value

Filing on Jan 16, 2025 Q4 2024

Evanson Asset Management, LLC

  • DFAC
  • PHYS
  • AAPL
  • DFAS
  • DFAX
  • DFUS
  • DFAT
Evanson Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 307
Filing on Feb 07, 2025 Q4 2024

Bok Financial Private Wealth, Inc.

  • VOO
  • VUG
  • VTV
  • IJH
  • IWB
  • IVV
  • VXUS
Bok Financial Private Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 641
Filing on Jan 06, 2025 Q4 2024

Neville Rodie & Shaw Inc

  • AAPL
  • MSFT
  • GOOGL
  • PWR
  • TMO
  • V
  • JPM
Neville Rodie & Shaw Inc's Q4 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 347
Filing on Nov 14, 2024 Q3 2024

Jetstream Capital LLC

  • MTLS
Jetstream Capital LLC's Q3 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 1
Filing on Feb 14, 2025 Q4 2024

Mar Vista Investment Partners LLC

  • AAPL
  • MSFT
  • AMZN
  • TDG
  • CRM
  • V
  • AVGO
Mar Vista Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 56
Filing on Jan 15, 2025 Q4 2024

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • AAPL
  • MINT
  • XLK
  • AVUV
Krilogy Financial LLC's Q4 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 221
Filing on Feb 03, 2025 Q4 2024

Callan Capital, LLC

  • SCHB
  • META
  • FNDX
  • SCHF
  • FNDF
  • PRF
  • VTEB
Callan Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 351
Filing on Feb 13, 2025 Q4 2024

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • GOOGL
  • VRT
  • ABBV
Philadelphia Trust CO's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 244
Filing on Feb 05, 2025 Q4 2024

Fukoku Mutual Life Insurance CO

  • AVGO
  • MSFT
  • MRK
  • ABBV
  • KO
  • JPM
  • MET
Fukoku Mutual Life Insurance CO's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 266
Filing on Feb 03, 2025 Q4 2024

Jordan Park Group LLC

  • IEMG
  • GOVT
  • SPY
  • VGLT
  • TLT
  • VGIT
  • IWB
Jordan Park Group LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 71
Filing on Jan 29, 2024 Q4 2023

Baystate Wealth Management LLC

  • IWY
  • SPDW
  • PRF
  • IVV
  • AGG
  • VTV
  • OMFL
Baystate Wealth Management LLC's Q4 2023 Portfolio
Portfolio Value 1.36 Billion
Stocks 1327
Filing on Jan 29, 2025 Q4 2024

Essex Financial Services, Inc.

  • AAPL
  • QQQ
  • MSFT
  • VOOG
  • CODI
  • NVDA
  • AMZN
Essex Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 630
Filing on Feb 10, 2025 Q4 2024

Frank, Rimerman Advisors LLC

  • QQQM
  • QQQ
  • AAPL
  • NVDA
  • NFLX
  • IVE
  • MSFT
Frank, Rimerman Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 518
Filing on Feb 14, 2025 Q4 2024

Leith Wheeler Investment Counsel Ltd.

  • IVV
  • WFC
  • GOOGL
  • EA
  • HSIC
  • GPN
  • DIS
Leith Wheeler Investment Counsel Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 59
Filing on Jan 16, 2025 Q4 2024

Mountain Pacific Investment Advisers Inc

  • APH
  • AME
  • FISV
  • AJG
  • IEX
  • DHR
  • VRSK
Mountain Pacific Investment Advisers Inc's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 136
Filing on Feb 05, 2025 Q4 2024

Maple Capital Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • COST
Maple Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 115
Filing on Feb 14, 2025 Q4 2024

Prescott General Partners LLC

  • CACC
  • CMPR
  • WRLD
  • W
  • BTI
  • PM
  • POWW
Prescott General Partners LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 9
Filing on Feb 14, 2025 Q4 2024

Analog Century Management LP

  • NVDA
  • TSM
  • AVGO
  • APH
  • MRVL
  • SNPS
  • ON
Analog Century Management LP's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 23