Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Howe & Rusling Inc

  • JPM
  • AVGO
  • VTI
  • VCIT
  • AAPL
  • GVI
  • IUSG
Howe & Rusling Inc's Q4 2024 Portfolio
Portfolio Value 1.16 Billion
Stocks 463
Filing on Feb 13, 2025 Q4 2024

Ally Invest Advisors Inc.

  • IVV
  • VEA
  • BNDX
  • IEF
  • IJH
  • VWO
  • VMBS
Ally Invest Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 67
Filing on Jan 23, 2025 Q4 2024

Litman Gregory Wealth Management LLC

  • VOO
  • IVV
  • VEA
  • IDEV
  • VTI
  • VWO
  • DBMF
Litman Gregory Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 136
Filing on Feb 14, 2025 Q4 2024

London & Capital Asset Management LTD

  • MSFT
  • GLD
  • GOOG
  • DIS
  • TMO
  • WM
  • VZ
London & Capital Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 91
Filing on Feb 13, 2025 Q4 2024

Executive Wealth Management, LLC

  • ITOT
  • VMBS
  • AAPL
  • VGIT
  • SPYG
  • GSIE
  • SPLG
Executive Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 378
Filing on Feb 06, 2025 Q4 2024

Washington Trust Advisors, Inc.

  • AAPL
  • PWR
  • AMZN
  • META
  • PANW
  • V
  • GOOG
Washington Trust Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 803
Filing on Oct 10, 2024 Q3 2024

Afs Financial Group, LLC

  • FBND
  • VIG
  • TFLO
  • AOR
Afs Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Board Of Trustees Of The Leland Stanford Junior University

  • SPY
  • GOOGL
  • EEM
  • EFA
  • EWJ
  • LNW
  • QS
Board Of Trustees Of The Leland Stanford Junior University's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 23
Filing on Feb 06, 2025 Q4 2024

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • COST
  • MSFT
  • QCOM
  • ABBV
Marco Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 223
Filing on Feb 13, 2025 Q4 2024

Eqis Capital Management, Inc.

  • SPY
  • DUHP
  • VTV
  • DFIC
  • IVLU
  • KVLE
  • BIL
Eqis Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 848
Filing on Feb 10, 2025 Q4 2024

Globeflex Capital L P

  • HPE
  • GILD
  • GOOG
  • BMY
  • TMHC
  • EXEL
  • ARW
Globeflex Capital L P's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 429
Filing on Feb 14, 2025 Q4 2024

Symmetry Investments LP

  • HES
  • SPY
  • QQQ
  • TSM
  • UNP
  • WFC
  • AMZN
Symmetry Investments LP's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 242
Filing on Feb 10, 2025 Q4 2024

Sprucegrove Investment Management LTD

  • RYAAY
  • CPA
  • BRK-B
  • MKL
  • HSIC
  • DIS
  • META
Sprucegrove Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 32
Filing on Jan 22, 2025 Q4 2024

Vantage Investment Partners, LLC

  • UNH
  • GOOG
  • EQT
  • NVO
  • CNC
  • WAB
  • CSGP
Vantage Investment Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 62
Filing on Feb 14, 2025 Q4 2024

Styrax Capital, LP

  • AMZN
  • META
  • NFLX
  • MA
  • NVDA
  • LLY
  • SPOT
Styrax Capital, LP's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Voss Capital, LLC

  • PAR
  • GFF
  • PLYA
  • RTO
  • SEAS
  • CLBT
  • GENI
Voss Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 45
Filing on Feb 14, 2025 Q4 2024

Luxor Capital Group, LP

  • IWM
  • META
  • AMZN
  • INTA
  • CPNG
  • FIP
  • TBK
Luxor Capital Group, LP's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 51
Filing on Feb 10, 2025 Q4 2024

Pro Vise Management Group, LLC

  • DGRO
  • MSFT
  • GOOG
  • IWY
  • AMZN
  • BRK-B
  • MGC
Pro Vise Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 258