Largest Portfolios by Value

Filing on Oct 15, 2024 Q3 2024

West Paces Advisors Inc.

  • IJH
  • VOO
  • AVEM
  • IJR
  • TDTT
  • IEF
  • IEFA
West Paces Advisors Inc.'s Q3 2024 Portfolio
Portfolio Value 408 Billion
Stocks 552
Filing on Oct 10, 2024 Q3 2024

Oak Hill Wealth Advisors, LLC

  • VTV
  • VIG
  • VV
  • VEA
  • VUG
  • VO
  • VWO
Oak Hill Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 406 Billion
Stocks 115
Filing on May 15, 2023 Q1 2023

Kula Investments, LLC

  • SPY
  • WRB
  • GM
  • WU
  • NTAP
  • ALL
  • ABT
Kula Investments, LLC's Q1 2023 Portfolio
Portfolio Value 405 Billion
Stocks 576
Filing on Oct 30, 2024 Q3 2024

Maia Wealth LLC

  • SPLG
  • EFV
  • FSK
  • QUAL
  • IVW
  • EFG
  • IVV
Maia Wealth LLC's Q3 2024 Portfolio
Portfolio Value 405 Billion
Stocks 279
Filing on Nov 06, 2024 Q3 2024

Atlanta Consulting Group Advisors, LLC

  • IVV
  • IJR
  • ARLP
  • IJH
  • VOO
  • MSFT
  • JPM
Atlanta Consulting Group Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 403 Billion
Stocks 227
Filing on Nov 07, 2024 Q3 2024

Dimensional Fund Advisors LP

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • JPM
  • XOM
Dimensional Fund Advisors LP's Q3 2024 Portfolio
Portfolio Value 403 Billion
Stocks 14570
Filing on Oct 30, 2024 Q3 2024

Financial Security Advisor, Inc.

  • CGGR
  • RPG
  • SPSM
  • BRK-B
  • USFR
  • JPST
  • MSFT
Financial Security Advisor, Inc.'s Q3 2024 Portfolio
Portfolio Value 401 Billion
Stocks 116
Filing on Aug 06, 2024 Q2 2024

Financial Gravity Asset Management, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • SPIB
  • HYDW
Financial Gravity Asset Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 400 Billion
Stocks 1433
Filing on Nov 07, 2024 Q3 2024

Fourth Sail Capital LP

  • CAAP
  • LAUR
  • BAP
  • BIOX
  • BBAR
  • DAVA
  • VTEX
Fourth Sail Capital LP's Q3 2024 Portfolio
Portfolio Value 398 Billion
Stocks 24
Filing on Nov 14, 2024 Q3 2024

Quarry LP

  • GLD
  • IWM
  • TLT
  • SVII
  • GLD
  • NVDA
  • SWN
Quarry LP's Q3 2024 Portfolio
Portfolio Value 398 Billion
Stocks 1585
Filing on Nov 13, 2024 Q3 2024

Epg Wealth Management LLC

  • AAPL
  • IVV
  • NVDA
  • VYM
  • IVW
  • IQLT
  • VGSH
Epg Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 396 Billion
Stocks 507
Filing on Oct 04, 2024 Q3 2024

Rja Asset Management LLC

  • AAPL
  • TWLO
  • AFRM
  • META
Rja Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 395 Billion
Stocks 4
Filing on Oct 22, 2024 Q3 2024

Trustees Of Dartmouth College

  • SPY
  • VTV
  • XOM
  • XLK
Trustees Of Dartmouth College's Q3 2024 Portfolio
Portfolio Value 395 Billion
Stocks 5
Filing on Oct 18, 2024 Q3 2024

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • IEFA
  • AVUV
  • JMUB
Stephens Consulting, LLC's Q3 2024 Portfolio
Portfolio Value 392 Billion
Stocks 516
Filing on Oct 21, 2024 Q3 2024

Kickstand Ventures, Llc.

  • VOO
  • SPLG
  • BSCQ
  • VONE
  • JCPB
  • BSCP
  • FBND
Kickstand Ventures, Llc.'s Q3 2024 Portfolio
Portfolio Value 392 Billion
Stocks 89
Filing on Nov 07, 2024 Q3 2024

Hobart Private Capital, LLC

  • SPY
  • BUFR
  • BND
  • RDVY
  • SPYG
  • VFQY
  • QEFA
Hobart Private Capital, LLC's Q3 2024 Portfolio
Portfolio Value 391 Billion
Stocks 136
Filing on Nov 07, 2024 Q3 2024

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q3 2024 Portfolio
Portfolio Value 391 Billion
Stocks 2
Filing on Nov 13, 2023 Q3 2023

Kensington Investments B.V.

  • VIST
Kensington Investments B.V.'s Q3 2023 Portfolio
Portfolio Value 390 Billion
Stocks 1