Largest Portfolios by Value

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
Filing on Feb 10, 2025 Q4 2024

Edgemoor Investment Advisors, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • URI
  • LOW
  • GOOG
  • AVGO
Edgemoor Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 168
Filing on Feb 13, 2025 Q4 2024

Blue Whale Capital LLP

  • AVGO
  • NVDA
  • TSM
  • AMAT
  • DHR
  • V
  • ORCL
Blue Whale Capital LLP's Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 19
Filing on Feb 12, 2025 Q4 2024

Morningstar Investment Services LLC

  • VTI
  • BND
  • VEA
  • META
  • VMBS
  • BKNG
  • VGIT
Morningstar Investment Services LLC's Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 145
Filing on Feb 11, 2025 Q4 2024

Ausdal Financial Partners, Inc.

  • IEF
  • AAPL
  • SCHG
  • SCHD
  • CAT
  • TLT
  • SPLG
Ausdal Financial Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 569
Filing on Feb 06, 2025 Q4 2024

Lgt Fund Management CO Ltd.

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • V
  • BRK-B
  • GOOGL
Lgt Fund Management CO Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 248
Filing on Feb 13, 2025 Q4 2024

Central Securities Corp

  • PGR
  • GOOGL
  • ADI
  • NKE
  • MSI
  • SCHW
  • META
Central Securities Corp's Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 28
Filing on Feb 10, 2025 Q4 2024

Hilton Capital Management, LLC

  • JAAA
  • VCSH
  • JEPQ
  • PFF
  • SRLN
  • MSFT
  • MBB
Hilton Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 164
Filing on Feb 14, 2025 Q4 2024

Silver Point Capital L.P.

  • GPOR
  • SPY
  • MSC
  • TDS
  • DHC
  • HCC
  • SATS
Silver Point Capital L.P.'s Q4 2024 Portfolio
Portfolio Value 1.1 Billion
Stocks 12
Filing on Jan 15, 2025 Q4 2024

Verity & Verity, LLC

  • AVGO
  • GILD
  • GLW
  • MSFT
  • AAPL
  • ABBV
  • JPM
Verity & Verity, LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 131
Filing on Feb 13, 2025 Q4 2024

Rwwm, Inc.

  • BABA
  • DJCO
  • WFC
  • BRK-B
  • XOM
  • FOXF
  • KHC
Rwwm, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 21
Filing on Jan 21, 2025 Q4 2024

Narwhal Capital Management

  • IVV
  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • IAU
Narwhal Capital Management's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 161
Filing on Jan 22, 2025 Q4 2024

Nbc Securities, Inc.

  • RY
  • AAPL
  • MSFT
  • SPY
  • AVGO
  • AMZN
  • NVDA
Nbc Securities, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 1247
Filing on Jan 27, 2025 Q4 2024

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VWO
  • VB
  • VEA
  • RWJ
  • RWK
Fusion Family Wealth LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 45
Filing on Feb 06, 2025 Q4 2024

Lindbrook Capital, LLC

  • VTI
  • VXUS
  • AAPL
  • SPY
  • GBDC
  • IWF
  • NVDA
Lindbrook Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 2780
Filing on Nov 10, 2022 Q3 2022

Agf Investments LLC

  • XLK
  • XLV
  • XLF
  • XLE
  • XLC
  • BIL
  • XLB
Agf Investments LLC's Q3 2022 Portfolio
Portfolio Value 1.09 Billion
Stocks 287
Filing on Jan 30, 2025 Q4 2024

Nyl Investors LLC

  • IGSB
  • HYG
  • LQD
  • VCLT
  • SPLB
  • IGLB
  • IAGG
Nyl Investors LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 38
Filing on Feb 05, 2025 Q4 2024

Verus Capital Partners, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • AMD
  • IVV
  • SPYG
Verus Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 445