Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Private Advisory Group LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • LLY
Private Advisory Group LLC's Q4 2024 Portfolio
Portfolio Value 866 Million
Stocks 306
Filing on Jan 28, 2025 Q4 2024

Harvey Investment CO LLC

  • ORLY
  • BRK-B
  • TJX
  • FAST
  • VRSK
  • ANSS
  • COST
Harvey Investment CO LLC's Q4 2024 Portfolio
Portfolio Value 866 Million
Stocks 103
Filing on Feb 14, 2025 Q4 2024

Chai Trust CO LLC

  • RSP
  • ELS
  • VTI
  • EQR
  • VEA
  • IEMG
  • PARR
Chai Trust CO LLC's Q4 2024 Portfolio
Portfolio Value 866 Million
Stocks 14
Filing on Feb 14, 2025 Q4 2024

Highland Capital Management Fund Advisors, L.P.

  • NREF
  • NXRT
  • SMAR
  • B
  • ROIC
  • EDR
  • ESGR
Highland Capital Management Fund Advisors, L.P.'s Q4 2024 Portfolio
Portfolio Value 865 Million
Stocks 126
Filing on Jan 28, 2025 Q4 2024

Richard C. Young & Co., Ltd.

  • GLD
  • AVGO
  • V
  • ADP
  • GOOGL
  • PG
  • CAT
Richard C. Young & Co., Ltd.'s Q4 2024 Portfolio
Portfolio Value 864 Million
Stocks 87
Filing on Feb 14, 2023 Q4 2022

Sb Global Advisers LTD

  • WE
  • SYM
  • BGRY
  • EXAI
  • SEER
  • IONQ
  • PEAR
Sb Global Advisers LTD's Q4 2022 Portfolio
Portfolio Value 864 Million
Stocks 10
Filing on Jan 23, 2024 Q4 2023

Strateg Iq Financial Group, LLC

  • VTI
  • SPY
  • VIG
  • IWV
  • IJH
  • ECL
  • VCSH
Strateg Iq Financial Group, LLC's Q4 2023 Portfolio
Portfolio Value 863 Million
Stocks 317
Filing on Feb 13, 2025 Q4 2024

Prospector Partners LLC

  • BRK-B
  • BRO
  • ABT
  • GL
  • ETN
  • AJG
  • RE
Prospector Partners LLC's Q4 2024 Portfolio
Portfolio Value 863 Million
Stocks 95
Filing on Feb 14, 2025 Q4 2024

Harvey Partners, LLC

  • AZZ
  • WCN
  • ADEA
  • GLDD
  • RTO
  • SUM
  • BWXT
Harvey Partners, LLC's Q4 2024 Portfolio
Portfolio Value 862 Million
Stocks 42
Filing on Feb 12, 2025 Q4 2024

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IVV
  • IEFA
  • IEMG
  • DFUV
Wescott Financial Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 862 Million
Stocks 191
Filing on Jan 21, 2025 Q4 2024

Curated Wealth Partners LLC

  • APO
  • ARES
  • SPY
  • VOO
  • DFAI
  • AAPL
  • TEX
Curated Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 862 Million
Stocks 248
Filing on Nov 13, 2024 Q3 2024

Diversified, LLC

  • SCHX
  • SCHD
  • IWM
  • IVV
  • XLC
  • SMH
  • JPIE
Diversified, LLC's Q3 2024 Portfolio
Portfolio Value 861 Million
Stocks 229
Filing on Jan 14, 2025 Q4 2024

Trust CO

  • AGG
  • VUG
  • VTV
  • BND
  • VWO
  • EEM
  • SHV
Trust CO's Q4 2024 Portfolio
Portfolio Value 860 Million
Stocks 413
Filing on Jan 14, 2025 Q4 2024

American National Bank

  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • GSSC
  • BRK-B
  • AVGO
American National Bank's Q4 2024 Portfolio
Portfolio Value 860 Million
Stocks 517
Filing on Feb 14, 2025 Q4 2024

Grs Advisors, LLC

  • SBAC
  • MAR
  • O
  • CUZ
  • MTH
  • REXR
  • CTRE
Grs Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 859 Million
Stocks 30
Filing on Jan 17, 2025 Q4 2024

Inspire Investing, LLC

  • USFR
  • ISRG
  • CAT
  • WWJD
  • PGR
  • IBD
  • APH
Inspire Investing, LLC's Q4 2024 Portfolio
Portfolio Value 858 Million
Stocks 824
Filing on Nov 15, 2024 Q3 2024

United Bank

  • HUBB
  • IJR
  • EMXC
  • AAPL
  • MSFT
  • UBSI
  • AGG
United Bank's Q3 2024 Portfolio
Portfolio Value 857 Million
Stocks 262
Filing on Jan 30, 2025 Q4 2024

Aveo Capital Partners, LLC

  • SGOV
  • IVV
  • DFAU
  • IUS
  • QQQM
  • OEF
  • AGG
Aveo Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 856 Million
Stocks 340