Largest Portfolios by Value

Filing on Feb 10, 2025 Q4 2024

Beaird Harris Wealth Management, LLC

  • DFCF
  • DFSD
  • AVLV
  • DFUV
  • AVUV
  • VOO
  • DUHP
Beaird Harris Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 500
Filing on Jan 17, 2025 Q4 2024

Bdf Gestion

  • AAPL
  • NVDA
  • MSFT
  • GOOG
  • AVGO
  • META
  • TSLA
Bdf Gestion's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 136
Filing on Jan 22, 2025 Q4 2024

United Asset Strategies, Inc.

  • XLK
  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
  • META
United Asset Strategies, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 231
Filing on Feb 11, 2025 Q4 2024

Penobscot Investment Management Company, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AVGO
  • JPM
  • GOOGL
  • V
Penobscot Investment Management Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 300
Filing on Feb 12, 2025 Q4 2024

Nicolet Advisory Services, LLC

  • SPYV
  • SPYG
  • AAPL
  • ITOT
  • VTEB
  • BRK-B
  • VEA
Nicolet Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 380
Filing on Feb 11, 2025 Q4 2024

Kontiki Capital Management (Hk) Ltd.

  • SE
  • HDB
  • NU
  • CPNG
  • TCOM
Kontiki Capital Management (Hk) Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 9
Filing on Feb 10, 2025 Q4 2024

Founders Financial Securities LLC

  • SPYG
  • SPYV
  • SCHD
  • IJR
  • AGG
  • VEA
  • NVDA
Founders Financial Securities LLC's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 435
Filing on Jan 17, 2025 Q4 2024

Xml Financial, LLC

  • SCHG
  • AAPL
  • IWF
  • SCHV
  • DGRO
  • IWB
  • MSFT
Xml Financial, LLC's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 358
Filing on Jul 30, 2024 Q2 2024

Private Ocean, LLC

  • DFAC
  • IUSB
  • VCSH
  • DFAE
  • JNK
  • DFAI
  • AAPL
Private Ocean, LLC's Q2 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 633
Filing on Feb 04, 2025 Q4 2024

Stack Financial Management, Inc

  • MSFT
  • WMT
  • PWR
  • BRK-B
  • ACN
  • CVX
  • LHX
Stack Financial Management, Inc's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 50
Filing on Jan 29, 2025 Q4 2024

Trust CO Of Virginia

  • AVGO
  • MSFT
  • VO
  • VB
  • AAPL
  • SPIB
  • GVI
Trust CO Of Virginia 's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 361
Filing on Feb 14, 2025 Q4 2024

Ws Management Lllp

  • TXN
  • BRK-A
  • TLT
  • AMZN
  • AMZN
  • ON
  • GLD
Ws Management Lllp's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 45
Filing on Jan 23, 2025 Q4 2024

Btc Capital Management, Inc.

  • BND
  • AAPL
  • MSFT
  • NVDA
  • EFA
  • IWF
  • GOOGL
Btc Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 521
Filing on Jan 22, 2025 Q4 2024

Charter Oak Capital Management, LLC

  • IVV
  • AGG
  • VXUS
  • VXF
  • BSV
  • IGIB
  • VEU
Charter Oak Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 180
Filing on Feb 14, 2025 Q4 2024

Greenvale Capital LLP

  • RBLX
  • CYBR
  • ZIM
  • RUN
  • PLNT
  • PTC
  • ZS
Greenvale Capital LLP's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 16
Filing on Jan 23, 2025 Q4 2024

General Catalyst Group Management, LLC

  • IOT
  • WRBY
  • GTLB
  • EVLV
  • SNOW
  • OSCR
  • BIGC
General Catalyst Group Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 11
Filing on Jan 30, 2025 Q4 2024

Wbh Advisory Inc

  • VGT
  • VTI
  • SCHB
  • XLK
  • VXUS
  • MSFT
  • FBND
Wbh Advisory Inc's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 322
Filing on Apr 20, 2023 Q1 2023

High Tower Trust Services, Lta

  • XOM
  • SCI
  • MSFT
  • AAPL
  • BX
  • PM
  • KO
High Tower Trust Services, Lta's Q1 2023 Portfolio
Portfolio Value 1.07 Billion
Stocks 221