Largest Portfolios by Value

Filing on Jan 14, 2025 Q4 2024

Godsey & Gibb Associates

  • AVGO
  • AAPL
  • MSFT
  • COST
  • ORCL
  • ETR
  • IBM
Godsey & Gibb Associates's Q4 2024 Portfolio
Portfolio Value 977 Million
Stocks 369
Filing on Feb 12, 2025 Q4 2024

Amica Mutual Insurance CO

  • IXUS
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
Amica Mutual Insurance CO's Q4 2024 Portfolio
Portfolio Value 976 Million
Stocks 135
Filing on Feb 11, 2025 Q4 2024

Fiduciary Group LLC

  • AAPL
  • VOO
  • MSFT
  • SHY
  • GOOG
  • BRK-B
  • AMZN
Fiduciary Group LLC's Q4 2024 Portfolio
Portfolio Value 975 Million
Stocks 268
Filing on Feb 13, 2025 Q4 2024

Waddell & Associates, LLC

  • RCAT
  • MDY
  • FNDA
  • DGRW
  • IOO
  • CAPE
  • VSS
Waddell & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 974 Million
Stocks 154
Filing on Feb 13, 2025 Q4 2024

Keystone Financial Group

  • AAPL
  • SPY
  • SPLG
  • SPYG
  • TSLA
  • VTI
  • NVDA
Keystone Financial Group's Q4 2024 Portfolio
Portfolio Value 973 Million
Stocks 395
Filing on Feb 05, 2025 Q4 2024

Td Capital Management LLC

  • ITOT
  • VTI
  • BSV
  • IVV
  • LDUR
  • QUAL
  • VIG
Td Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 972 Million
Stocks 586
Filing on Jan 15, 2025 Q4 2024

Wealthcare Capital Management LLC

  • VTI
  • IEF
  • USFR
  • STIP
  • VEU
  • PSLV
  • PHYS
Wealthcare Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 972 Million
Stocks 87
Filing on Jan 23, 2025 Q4 2024

Capital Investment Advisory Services, LLC

  • BIL
  • AAPL
  • NVDA
  • AMZN
  • JPST
  • UCON
  • VTV
Capital Investment Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 972 Million
Stocks 933
Filing on Feb 14, 2025 Q4 2024

Pat Dorsey

Dorsey Asset Management, LLC
  • WIX
  • META
  • GOOG
  • AZO
  • PYPL
  • DHR
  • SMAR
Pat Dorsey's Q4 2024 Portfolio
Portfolio Value 971 Million
Stocks 11
Filing on Feb 11, 2025 Q4 2024

First American Trust, Fsb

  • AAPL
  • AMZN
  • MSFT
  • VTV
  • NVDA
  • GOOGL
  • LLY
First American Trust, Fsb's Q4 2024 Portfolio
Portfolio Value 971 Million
Stocks 363
Filing on Jan 13, 2025 Q4 2024

Qv Investors Inc.

  • SLF
  • ENB
  • GIB
  • CNI
  • FTS
  • TD
  • TFII
Qv Investors Inc.'s Q4 2024 Portfolio
Portfolio Value 970 Million
Stocks 63
Filing on Jan 30, 2025 Q4 2024

Jnba Financial Advisors

  • IVV
  • SPDW
  • MOAT
  • IJH
  • SPMD
  • SPEM
  • VUG
Jnba Financial Advisors's Q4 2024 Portfolio
Portfolio Value 970 Million
Stocks 648
Filing on Jan 31, 2025 Q4 2024

Sns Financial Group, LLC

  • QUAL
  • SCHF
  • IEI
  • DGRW
  • OEF
  • SCHB
  • SPY
Sns Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 969 Million
Stocks 284
Filing on Feb 11, 2025 Q4 2024

Palisade Asset Management, LLC

  • MSFT
  • AAPL
  • UNH
  • ORCL
  • HD
  • ABT
  • SPY
Palisade Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 969 Million
Stocks 193
Filing on Feb 13, 2025 Q4 2024

Texas Capital Bank Wealth Management Services Inc

  • VOO
  • NVDA
  • IEFA
  • IWR
  • AAPL
  • VV
  • IJH
Texas Capital Bank Wealth Management Services Inc's Q4 2024 Portfolio
Portfolio Value 969 Million
Stocks 163
Filing on Jan 29, 2025 Q4 2024

Marks Group Wealth Management, Inc

  • GOOG
  • AAPL
  • SYK
  • V
  • RSG
  • UNH
  • ICE
Marks Group Wealth Management, Inc's Q4 2024 Portfolio
Portfolio Value 967 Million
Stocks 445
Filing on Feb 10, 2025 Q4 2024

Clearwater Capital Advisors, LLC

  • NEAR
  • DGRW
  • LRGF
  • SCHO
  • IGSB
  • INTF
  • SPDW
Clearwater Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 967 Million
Stocks 172
Filing on Nov 12, 2024 Q3 2024

Guardian Capital Advisors LP

  • RY
  • TD
  • BMO
  • BNS
  • ENB
  • MSFT
  • CNI
Guardian Capital Advisors LP's Q3 2024 Portfolio
Portfolio Value 967 Million
Stocks 167