Largest Portfolios by Value

Filing on Feb 10, 2025 Q4 2024

Van Hulzen Asset Management, LLC

  • AAPL
  • MSFT
  • GOOGL
  • IBM
  • ABBV
  • MCD
  • TSLA
Van Hulzen Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.32 Billion
Stocks 1202
Filing on Jan 31, 2025 Q4 2024

Hallmark Capital Management Inc

  • AVGO
  • AAPL
  • VONG
  • MSFT
  • JBL
  • ORCL
  • GOOGL
Hallmark Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 546
Filing on Feb 14, 2025 Q4 2024

Hamilton Capital, LLC

  • DGRW
  • XLE
  • JMBS
  • EMB
  • JQUA
  • SPYV
  • VMBS
Hamilton Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 129
Filing on Feb 03, 2025 Q4 2024

Robert Wood Johnson Foundation

  • JNJ
  • ORCC
Robert Wood Johnson Foundation's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 3
Filing on Jan 22, 2025 Q4 2024

Cornerstone Wealth Group, LLC

  • NVDA
  • NVDA
  • SPY
  • AGG
  • AAPL
  • IVV
  • SCHX
Cornerstone Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 279
Filing on Jul 19, 2024 Q2 2024

Hoyle Cohen, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AVGO
  • BRK-B
  • AMZN
Hoyle Cohen, LLC's Q2 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 275
Filing on Feb 11, 2025 Q4 2024

Vestor Capital, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • AVGO
  • XLF
  • META
Vestor Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 274
Filing on Nov 07, 2024 Q3 2024

Gyl Financial Synergies, LLC

  • QUAL
  • MSFT
  • RSP
  • AAPL
  • AMZN
  • JPM
  • GOOGL
Gyl Financial Synergies, LLC's Q3 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 361
Filing on Feb 14, 2025 Q4 2024

Wesleyan Assurance Society

  • MSFT
  • GOOGL
  • AAPL
  • META
  • GWW
  • NVDA
  • CAT
Wesleyan Assurance Society's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 108
Filing on Feb 14, 2025 Q4 2024

Prosperity Consulting Group, LLC

  • IVV
  • AAPL
  • AGG
  • JEPI
  • XLK
  • SCHD
  • MSFT
Prosperity Consulting Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 463
Filing on Oct 11, 2023 Q3 2023

Polaris Wealth Advisory Group, LLC

  • AAPL
  • IGIB
  • IWF
  • IVE
  • MSFT
  • IEI
  • ABBV
Polaris Wealth Advisory Group, LLC's Q3 2023 Portfolio
Portfolio Value 1.3 Billion
Stocks 169
Filing on Feb 13, 2025 Q4 2024

Regal Investment Advisors LLC

  • IVV
  • QQQ
  • AAPL
  • SPY
  • MSFT
  • LQD
  • FTCS
Regal Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 465
Filing on Nov 14, 2024 Q3 2024

Bluefin Capital Management, LLC

  • X
  • HES
  • X
  • SPY
  • CPRI
  • CPRI
  • SPY
Bluefin Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 123
Filing on Feb 14, 2025 Q4 2024

Willis Johnson & Associates, Inc.

  • SPYG
  • SPYV
  • VGK
  • VWO
  • IJK
  • IJJ
  • MBB
Willis Johnson & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 157
Filing on Jan 23, 2025 Q4 2024

Norris Perne & French LLP

  • MSFT
  • GOOGL
  • AMZN
  • BRK-B
  • LNG
  • V
  • IVV
Norris Perne & French LLP's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 142
Filing on Feb 12, 2025 Q4 2024

Allianz Investment Management U.S. LLC

  • LQD
  • VCLT
  • IGLB
  • EMNT
  • HYG
  • VWOB
  • JAAA
Allianz Investment Management U.S. LLC's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 55
Filing on Feb 14, 2025 Q4 2024

Alua Capital Management LP

  • FCNCA
  • ALL
  • IBN
  • VVV
  • CRM
  • APG
  • VRT
Alua Capital Management LP's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 18
Filing on Feb 05, 2025 Q4 2024

Jacobi Capital Management LLC

  • SPY
  • BRK-B
  • QQQ
  • VTI
  • AAPL
  • MSFT
  • BIL
Jacobi Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 566