Largest Portfolios by Value

Filing on Nov 08, 2022 Q3 2022

Brr Op Co, LLC

  • BRKB
  • FNDF
  • BRK-A
  • IQLT
  • VIG
  • INTF
  • SCHX
Brr Op Co, LLC's Q3 2022 Portfolio
Portfolio Value 815 Million
Stocks 219
Filing on Feb 07, 2025 Q4 2024

Naviter Wealth, LLC

  • AMLP
  • DBMF
  • AAPL
  • MSFT
  • NVDA
  • TSM
  • ACWI
Naviter Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 814 Million
Stocks 278
Filing on Jan 31, 2025 Q4 2024

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • PAYX
  • AAPL
  • GOOGL
  • GOOG
Parthenon LLC's Q4 2024 Portfolio
Portfolio Value 814 Million
Stocks 123
Filing on Jan 29, 2025 Q4 2024

Beach Point Capital Management LP

  • CVNA
  • VEL
  • XLF
  • SOFI
  • SPY
  • ARCC
  • HYG
Beach Point Capital Management LP's Q4 2024 Portfolio
Portfolio Value 814 Million
Stocks 31
Filing on Jan 23, 2025 Q4 2024

Ibex Wealth Advisors

  • NVDA
  • AVGO
  • MSFT
  • AAPL
  • AMZN
  • WMB
  • OKE
Ibex Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 813 Million
Stocks 204
Filing on Jan 22, 2025 Q4 2024

Ckw Financial Group

  • IVV
  • IEFA
  • IJH
  • MCD
  • IEMG
  • GSEW
  • EMXC
Ckw Financial Group's Q4 2024 Portfolio
Portfolio Value 813 Million
Stocks 251
Filing on Feb 03, 2025 Q4 2024

Wealth Alliance

  • AAPL
  • IVV
  • IVW
  • IUSB
  • DYNF
  • QUAL
  • IVE
Wealth Alliance's Q4 2024 Portfolio
Portfolio Value 811 Million
Stocks 491
Filing on Feb 14, 2025 Q4 2024

Fj Capital Management LLC

  • HTBI
  • EQBK
  • SFST
  • OSBC
  • HBCP
  • RBB
  • WBS
Fj Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 111
Filing on Feb 13, 2025 Q4 2024

Ally Financial Inc.

  • RSP
  • TLT
  • IJR
  • GOOGL
  • MSFT
  • FXI
  • VWO
Ally Financial Inc.'s Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 107
Filing on Jan 22, 2025 Q4 2024

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • FBND
  • VGSH
  • DFIV
  • DFAE
Falcon Wealth Planning's Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 161
Filing on Jan 29, 2025 Q4 2024

Papp L Roy & Associates

  • AAPL
  • MSFT
  • ACN
  • V
  • GOOG
  • ORLY
  • COST
Papp L Roy & Associates's Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 178
Filing on Feb 13, 2025 Q4 2024

Fiducient Advisors LLC

  • AON
  • IVV
  • VOO
  • BND
  • EFA
  • PCAR
  • VCLT
Fiducient Advisors LLC's Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 142
Filing on Jan 30, 2025 Q4 2024

Ddd Partners, LLC

  • BRK-B
  • MSFT
  • AAPL
  • AMZN
  • COST
  • CSCO
  • ORI
Ddd Partners, LLC's Q4 2024 Portfolio
Portfolio Value 809 Million
Stocks 98
Filing on Jan 13, 2025 Q4 2024

Cooper Financial Group

  • AAPL
  • QQQ
  • SCHV
  • COWZ
  • BIV
  • JPST
  • AMZN
Cooper Financial Group's Q4 2024 Portfolio
Portfolio Value 808 Million
Stocks 386
Filing on Feb 14, 2025 Q4 2024

Integrated Investment Consultants, LLC

  • SPY
  • VTI
  • IWF
  • IWP
  • IWD
  • MDY
  • SCHD
Integrated Investment Consultants, LLC's Q4 2024 Portfolio
Portfolio Value 807 Million
Stocks 639
Filing on May 14, 2024 Q1 2024

Segantii Capital Management LTD

  • WRK
  • BABA
  • ANSS
  • KWEB
  • HES
  • CERE
  • AMED
Segantii Capital Management LTD's Q1 2024 Portfolio
Portfolio Value 807 Million
Stocks 100
Filing on Jan 24, 2025 Q4 2024

Abner Herrman & Brock LLC

  • NVDA
  • AMZN
  • MSFT
  • IBM
  • JPM
  • NFLX
  • MS
Abner Herrman & Brock LLC's Q4 2024 Portfolio
Portfolio Value 805 Million
Stocks 52
Filing on Feb 13, 2025 Q4 2024

Southeast Asset Advisors Inc.

  • BRK-B
  • GOOG
  • CNX
  • FLO
  • AAPL
  • VOO
  • RSP
Southeast Asset Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 805 Million
Stocks 167