Largest Portfolios by Value

Filing on Jan 29, 2025 Q4 2024

Avestar Capital, LLC

  • NVDA
  • GOOG
  • AAPL
  • AMZN
  • META
  • MSFT
  • ULST
Avestar Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 519
Filing on Jan 30, 2025 Q4 2024

Vicus Capital

  • IVV
  • IEFA
  • IJH
  • IJR
  • AGG
  • RSP
  • MSFT
Vicus Capital's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 232
Filing on Feb 03, 2025 Q4 2024

Hardy Reed LLC

  • VTI
  • VOO
  • IXUS
  • JPM
  • BNDX
  • AAPL
  • FNDF
Hardy Reed LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 247
Filing on Feb 13, 2025 Q4 2024

Colonial Trust Advisors

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • LLY
  • NVDA
  • JPM
Colonial Trust Advisors's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 678
Filing on Jan 21, 2025 Q4 2024

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • DYNF
  • QUAL
  • IWD
  • IVV
Cfs Investment Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 294
Filing on Feb 11, 2025 Q4 2024

Condor Capital Management

  • VOO
  • VTV
  • VUG
  • AAPL
  • VOE
  • VONV
  • IVE
Condor Capital Management's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 190
Filing on Feb 05, 2025 Q4 2024

Bouchey Financial Group LTD

  • QQQ
  • SCHB
  • SCHD
  • AAPL
  • DGRW
  • DUHP
  • AGG
Bouchey Financial Group LTD's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 148
Filing on Feb 12, 2025 Q4 2024

Delta Asset Management LLC

  • MSFT
  • SPGI
  • LOW
  • GS
  • ETN
  • WMT
  • HON
Delta Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 619
Filing on Feb 10, 2025 Q4 2024

Pds Planning, Inc

  • IVV
  • VEA
  • AGG
  • VO
  • AVUV
  • VIG
  • VWO
Pds Planning, Inc's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 444
Filing on Jan 29, 2025 Q4 2024

Weatherly Asset Management L. P.

  • LLY
  • AAPL
  • AMZN
  • MSFT
  • NFLX
  • FBND
  • JMST
Weatherly Asset Management L. P.'s Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 181
Filing on Feb 14, 2025 Q4 2024

Financial Advisory Service, Inc.

  • JEPI
  • MDYV
  • AVLV
  • MDYG
  • EFG
  • AAPL
  • SCHV
Financial Advisory Service, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 430
Filing on Jan 30, 2025 Q4 2024

Campbell Wealth Management

  • SCHX
  • AGG
  • SCHI
  • VUG
  • DIA
  • BSV
  • XLI
Campbell Wealth Management's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 97
Filing on Feb 14, 2025 Q4 2024

Bares Capital Management, Inc.

  • PEGA
  • SQ
  • IBKR
  • WDAY
  • ALGN
  • ETSY
  • CSGP
Bares Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 11
Filing on Jan 27, 2025 Q4 2024

1900 Wealth Management LLC

  • SPLG
  • JAAA
  • DFUS
  • IVV
  • QUAL
  • SPMD
  • MTUM
1900 Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 223
Filing on Feb 14, 2025 Q4 2024

Gillson Capital LP

  • AJG
  • AIZ
  • MA
  • EXR
  • MCO
  • MAA
  • EQIX
Gillson Capital LP's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 63
Filing on Oct 25, 2022 Q3 2022

Hightower 6 M Holding, LLC

  • SIXH
  • SIXA
  • SIXL
  • SIXS
  • JPST
  • SXQG
  • ITOT
Hightower 6 M Holding, LLC's Q3 2022 Portfolio
Portfolio Value 1.11 Billion
Stocks 234
Filing on Feb 09, 2024 Q4 2023

Connolly Sarah T.

  • MSFT
  • NEE
  • PG
  • ABT
Connolly Sarah T.'s Q4 2023 Portfolio
Portfolio Value 1.11 Billion
Stocks 4
Filing on Jan 31, 2025 Q4 2024

Lyell Wealth Management, LP

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • META
  • PANW
  • NOW
Lyell Wealth Management, LP's Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 200