Largest Portfolios by Value

Filing on Nov 13, 2024 Q3 2024

Financial & Tax Architects, LLC

  • SPY
  • BIL
  • EFA
  • IEF
  • USRT
  • AGG
  • PCY
Financial & Tax Architects, LLC's Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 95
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 230
Filing on Nov 12, 2024 Q3 2024

Cypress Capital, LLC

  • BIL
  • VTI
  • USFR
  • SPY
  • TIP
  • TFLO
  • VGSH
Cypress Capital, LLC's Q3 2024 Portfolio
Portfolio Value 388 Billion
Stocks 131
Filing on Nov 13, 2024 Q3 2024

Msa Advisors, LLC

  • APO
  • SPY
  • SBUX
  • AAPL
  • LYV
  • MSFT
  • META
Msa Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 388 Billion
Stocks 29
Filing on Nov 08, 2024 Q3 2024

Cic Wealth, LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • VB
  • IGM
  • PEP
Cic Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 387 Billion
Stocks 176
Filing on Nov 14, 2024 Q3 2024

Boone Capital Management LLC

  • UNM
  • GMED
  • CI
  • MOH
  • CHE
  • PNTG
  • MIRM
Boone Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 386 Billion
Stocks 17
Filing on Nov 08, 2024 Q3 2024

Value Aligned Research Advisors, LLC

  • MRVL
  • ONTO
  • AMAT
  • VRT
  • LRCX
  • ANET
  • CAMT
Value Aligned Research Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 385 Billion
Stocks 21
Filing on Oct 22, 2024 Q3 2024

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFAR
  • DFSD
  • CORP
  • DFAE
Ram Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 384 Billion
Stocks 90
Filing on Nov 14, 2024 Q3 2024

Morton Community Bank

  • DGRO
  • SCHD
  • AVGO
  • XLU
  • MSFT
  • ETN
  • ORCL
Morton Community Bank's Q3 2024 Portfolio
Portfolio Value 383 Billion
Stocks 187
Filing on Nov 14, 2024 Q3 2024

Ubs Asset Management Americas Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • TSLA
Ubs Asset Management Americas Inc's Q3 2024 Portfolio
Portfolio Value 381 Billion
Stocks 19362
Filing on Nov 14, 2024 Q3 2024

Ameriprise Financial Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Ameriprise Financial Inc's Q3 2024 Portfolio
Portfolio Value 381 Billion
Stocks 11059
Filing on Nov 08, 2024 Q3 2024

Alliance Wealth Advisors, LLC /Ut

  • JPST
  • AMZN
  • MSFT
  • TLT
  • GLDM
  • AAPL
  • V
Alliance Wealth Advisors, LLC /Ut's Q3 2024 Portfolio
Portfolio Value 380 Billion
Stocks 234
Filing on Nov 05, 2024 Q3 2024

Cornerstone Planning Group LLC

  • QQQ
  • VEA
  • FNDX
  • SMLF
  • IMCG
  • BIV
  • HYDB
Cornerstone Planning Group LLC's Q3 2024 Portfolio
Portfolio Value 378 Billion
Stocks 1302
Filing on Nov 12, 2024 Q3 2024

Stonebrook Private Inc.

  • QUAL
  • AAPL
  • MSFT
  • EFG
  • EFV
  • DYNF
  • SPYG
Stonebrook Private Inc.'s Q3 2024 Portfolio
Portfolio Value 378 Billion
Stocks 179
Filing on Nov 19, 2024 Q3 2024

Barclays PLC

  • SPY
  • AAPL
  • MSFT
  • NVDA
  • QQQ
  • IWM
  • SPY
Barclays PLC's Q3 2024 Portfolio
Portfolio Value 377 Billion
Stocks 9207
Filing on Oct 09, 2024 Q3 2024

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 376 Billion
Stocks 113
Filing on Nov 14, 2024 Q3 2024

Numerai Gp LLC

  • ATAT
  • MYRG
  • UPS
  • ANET
  • PI
  • PRCT
  • JBL
Numerai Gp LLC's Q3 2024 Portfolio
Portfolio Value 375 Billion
Stocks 345
Filing on Nov 13, 2024 Q3 2024

Rockport Wealth LLC

  • FDL
  • VOO
  • QQQ
  • XLV
  • ISRG
  • AAPL
  • AMZN
Rockport Wealth LLC's Q3 2024 Portfolio
Portfolio Value 375 Billion
Stocks 71