Largest Portfolios by Value

Filing on Jan 29, 2025 Q4 2024

Soltis Investment Advisors LLC

  • MSFT
  • AAPL
  • NVDA
  • SNFCA
  • AMZN
  • IVV
  • JPST
Soltis Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 372
Filing on Feb 14, 2025 Q4 2024

Saudi Central Bank

  • META
  • XLE
  • SMH
  • QQQ
  • VTV
  • SPY
  • XLU
Saudi Central Bank's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 7
Filing on Feb 14, 2025 Q4 2024

Mbb Public Markets I LLC

  • SPY
  • TECK
  • PGR
  • CTRA
  • DFAT
  • CCJ
  • EQT
Mbb Public Markets I LLC's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 84
Filing on Feb 14, 2025 Q4 2024

Arrow Financial Corp

  • VOO
  • QQQ
  • AROW
  • IJH
  • IJR
  • SPYV
  • IBHE
Arrow Financial Corp's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 486
Filing on Feb 13, 2025 Q4 2024

Sepio Capital, LP

  • VOO
  • VEA
  • BILL
  • VTV
  • ABBV
  • VWO
  • VBR
Sepio Capital, LP's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 291
Filing on Feb 14, 2025 Q4 2024

Strategic Wealth Partners, Ltd.

  • MSFT
  • MBB
  • AAPL
  • SPSB
  • EFA
  • IEI
  • AVGO
Strategic Wealth Partners, Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 303
Filing on Jan 23, 2025 Q4 2024

China Universal Asset Management Co., Ltd.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • META
  • GOOGL
China Universal Asset Management Co., Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 496
Filing on Feb 13, 2023 Q4 2022

Seeyond

  • AAPL
  • MSFT
  • SPY
  • JNJ
  • GILD
  • GOOG
  • AMZN
Seeyond's Q4 2022 Portfolio
Portfolio Value 1.03 Billion
Stocks 602
Filing on Feb 11, 2025 Q4 2024

Washington Trust Bank

  • PCAR
  • MSFT
  • AAPL
  • PG
  • IVV
  • NVDA
  • AVGO
Washington Trust Bank's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 348
Filing on Feb 13, 2025 Q4 2024

Main Street Financial Solutions, LLC

  • VTI
  • SCHG
  • SCHD
  • NVDA
  • SPY
  • AAPL
  • SCHX
Main Street Financial Solutions, LLC's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 484
Filing on Feb 14, 2025 Q4 2024

Redwood Investment Management, LLC

  • IWM
  • LSAF
  • SQEW
  • LSAT
  • VOO
  • ACTV
  • SPYG
Redwood Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 316
Filing on Feb 18, 2025 Q4 2024

Sunbelt Securities, Inc.

  • XOM
  • NVDA
  • MSFT
  • AAPL
  • IVV
  • AMZN
  • SCHG
Sunbelt Securities, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 1815
Filing on Jan 15, 2025 Q4 2024

Woodstock Corp

  • NVDA
  • MSFT
  • ORLY
  • ISRG
  • AAPL
  • GOOG
  • FTNT
Woodstock Corp's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 156
Filing on Feb 14, 2025 Q4 2024

First Light Asset Management, LLC

  • FNA
  • CNTA
  • AXGN
  • ATRC
  • TWST
  • VERA
  • NEO
First Light Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 36
Filing on Jan 27, 2025 Q4 2024

Brandywine Oak Private Wealth LLC

  • SCHF
  • VTV
  • VUG
  • VGIT
  • VCIT
  • VCSH
  • AAPL
Brandywine Oak Private Wealth LLC's Q4 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 231
Filing on Feb 14, 2025 Q4 2024

Qvt Financial LP

  • ROIV
  • GS
  • NNI
  • MP
  • BRK-B
  • NXST
  • ALLT
Qvt Financial LP's Q4 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 35
Filing on Jan 31, 2025 Q4 2024

Callahan Advisors, LLC

  • META
  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • BRK-B
  • JPM
Callahan Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 166
Filing on Feb 10, 2025 Q4 2024

Slate Stone Wealth, LLC

  • AAPL
  • NVDA
  • MSFT
  • QUAL
  • AMZN
  • IWF
  • GOOGL
Slate Stone Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 291