Largest Portfolios by Value

Filing on Jan 30, 2025 Q4 2024

Villere St Denis J & CO LLC

  • JPM
  • POOL
  • V
  • PLMR
  • ONON
  • ROP
  • AMZN
Villere St Denis J & CO LLC's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 85
Filing on Feb 13, 2025 Q4 2024

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • IYR
  • AAPL
Tcm Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 65
Filing on Jan 17, 2025 Q4 2024

Wendell David Associates Inc

  • AAPL
  • MA
  • MSFT
  • ADP
  • TJX
  • SYK
  • LLY
Wendell David Associates Inc's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 154
Filing on Feb 12, 2025 Q4 2024

Transamerica Financial Advisors, Inc.

  • VV
  • QQQ
  • BND
  • VO
  • SCHX
  • PRN
  • PTF
Transamerica Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 575
Filing on Feb 06, 2025 Q4 2024

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • ROUS
  • MSFT
  • HSUN
Hartford Funds Management CO LLC's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 97
Filing on Jan 25, 2024 Q4 2023

Bridgeworth, LLC

  • DFAC
  • SPYG
  • SPLG
  • SPMD
  • DFIC
  • SPSM
  • BNDX
Bridgeworth, LLC's Q4 2023 Portfolio
Portfolio Value 1.01 Billion
Stocks 177
Filing on Jan 28, 2025 Q4 2024

Forbes J M & CO LLP

  • IAU
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • XLE
Forbes J M & CO LLP's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 145
Filing on Feb 14, 2025 Q4 2024

City Of London Investment Management CO LTD

  • AEF
  • TWN
  • TDF
  • CAF
  • EMF
  • AAPL
  • NVDA
City Of London Investment Management CO LTD's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 86
Filing on Jan 17, 2025 Q4 2024

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • IJR
  • JEPI
  • AAPL
  • TPYP
Magnus Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 364
Filing on Feb 05, 2025 Q4 2024

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • C
  • BK
  • JNJ
  • OI
  • CAT
Levin Capital Strategies, L.P.'s Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 219
Filing on Jan 23, 2025 Q4 2024

Rvw Wealth, LLC

  • AVUS
  • DGRW
  • DFAU
  • DFAI
  • JQUA
  • IQLT
  • COWZ
Rvw Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1 Billion
Stocks 144
Filing on Jan 27, 2025 Q4 2024

Silver Oak Securities, Inc

  • FTCS
  • CDC
  • AAPL
  • QQQ
  • VTI
  • NVDA
  • CGDV
Silver Oak Securities, Inc's Q4 2024 Portfolio
Portfolio Value 1 Billion
Stocks 628
Filing on Feb 06, 2025 Q4 2024

First Business Financial Services, Inc.

  • VTI
  • IEFA
  • IWF
  • IJR
  • DGRO
  • IWD
  • IJH
First Business Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 1 Billion
Stocks 162
Filing on Nov 12, 2024 Q3 2024

Clari Vest Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • INDA
  • GOOGL
Clari Vest Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 1 Billion
Stocks 844
Filing on Feb 14, 2025 Q4 2024

Pdt Partners, LLC

  • CME
  • LOGI
  • RBLX
  • FTNT
  • MTB
  • PLTR
  • GH
Pdt Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1 Billion
Stocks 700
Filing on Feb 14, 2025 Q4 2024

Uniplan Investment Counsel, Inc.

  • EQIX
  • AMT
  • SPG
  • WELL
  • KRG
  • EGP
  • TRNO
Uniplan Investment Counsel, Inc.'s Q4 2024 Portfolio
Portfolio Value 1 Billion
Stocks 143
Filing on Jul 24, 2023 Q2 2023

Bergan Kdv Wealth Management, LLC

  • SCHR
  • SCHF
  • MBB
  • VCSH
  • VIG
  • SCHA
  • IEFA
Bergan Kdv Wealth Management, LLC's Q2 2023 Portfolio
Portfolio Value 999 Million
Stocks 862
Filing on Feb 14, 2025 Q4 2024

Commodore Capital LP

  • MRUS
  • PCVX
  • NUVL
  • XENE
  • VERA
  • ALKS
  • NRIX
Commodore Capital LP's Q4 2024 Portfolio
Portfolio Value 998 Million
Stocks 31