Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Portfolio Solutions, LLC

  • VTI
  • VTEB
  • IJS
  • VPL
  • VGK
  • VNQ
  • BND
Portfolio Solutions, LLC's Q3 2022 Portfolio
Portfolio Value 792 Million
Stocks 55
Filing on Feb 03, 2025 Q4 2024

Navellier & Associates Inc

  • NVDA
  • EME
  • COST
  • LLY
  • PWR
  • COKE
  • XOM
Navellier & Associates Inc's Q4 2024 Portfolio
Portfolio Value 792 Million
Stocks 329
Filing on Feb 12, 2025 Q4 2024

Portland Global Advisors LLC

  • SPY
  • IJH
  • MDY
  • IVV
  • VGSH
  • VGIT
  • SPTS
Portland Global Advisors LLC's Q4 2024 Portfolio
Portfolio Value 790 Million
Stocks 134
Filing on Jan 30, 2025 Q4 2024

Red Cedar Investment Management, LLC

  • VONE
  • IWB
  • VTWO
  • IWM
  • EWJ
  • IEMG
  • SCHX
Red Cedar Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 790 Million
Stocks 76
Filing on Jan 14, 2025 Q4 2024

Hcr Wealth Advisors

  • AAPL
  • VUG
  • VYM
  • IJR
  • NVDA
  • IVV
  • MSFT
Hcr Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 789 Million
Stocks 228
Filing on Jan 13, 2025 Q4 2024

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SLYV
Kwb Wealth's Q4 2024 Portfolio
Portfolio Value 789 Million
Stocks 141
Filing on Jan 15, 2025 Q4 2024

Stillwater Capital Advisors, LLC

  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • XLK
  • GOOGL
  • JPM
Stillwater Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 789 Million
Stocks 69
Filing on Feb 14, 2025 Q4 2024

Bayesian Capital Management, LP

  • NKE
  • AMGN
  • CRM
  • DHR
  • UNP
  • AMZN
  • GOOGL
Bayesian Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 788 Million
Stocks 647
Filing on Jan 21, 2025 Q4 2024

Northern Oak Wealth Management Inc

  • IVW
  • VGSH
  • IVE
  • VCSH
  • AAPL
  • VCIT
  • MSFT
Northern Oak Wealth Management Inc's Q4 2024 Portfolio
Portfolio Value 788 Million
Stocks 210
Filing on Jan 23, 2025 Q4 2024

Institute For Wealth Management, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AXON
  • META
  • GOOGL
Institute For Wealth Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 788 Million
Stocks 507
Filing on Feb 14, 2025 Q4 2024

Platinum Equity Advisors, LLC

  • CTOS
  • RYI
Platinum Equity Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 787 Million
Stocks 3
Filing on Jan 31, 2025 Q4 2024

Opus Capital Group, LLC

  • VOO
  • SCHF
  • VGIT
  • IJR
  • VGSH
  • AVLV
  • SGOV
Opus Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 787 Million
Stocks 120
Filing on Feb 11, 2025 Q4 2024

Jackson Thornton Asset Management, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFIV
  • DFAX
  • VGIT
  • DFSV
Jackson Thornton Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 787 Million
Stocks 134
Filing on Feb 18, 2025 Q4 2024

Cornerstone Advisory, LLC

  • JEPI
  • VYM
  • IVV
  • AAPL
  • JAAA
  • GSLC
  • IJR
Cornerstone Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 786 Million
Stocks 233
Filing on Jan 22, 2025 Q4 2024

Helikon Investments LTD

  • EGO
  • CAAP
  • SKE
  • VIST
  • AGRO
  • CZR
  • PAM
Helikon Investments LTD's Q4 2024 Portfolio
Portfolio Value 786 Million
Stocks 19
Filing on Jan 21, 2025 Q4 2024

Tran Capital Management, L.P.

  • AMZN
  • MSFT
  • NVDA
  • AER
  • TMUS
  • TSM
  • DHR
Tran Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 784 Million
Stocks 63
Filing on Jan 31, 2025 Q4 2024

Cutler Investment Counsel LLC

  • IGSB
  • VO
  • MSFT
  • IEFA
  • SPEM
  • IUSG
  • CAT
Cutler Investment Counsel LLC's Q4 2024 Portfolio
Portfolio Value 783 Million
Stocks 128
Filing on Feb 03, 2025 Q4 2024

Cabot Wealth Management Inc

  • AAPL
  • BRK-B
  • MBB
  • TSM
  • GOOG
  • JPM
  • TJX
Cabot Wealth Management Inc's Q4 2024 Portfolio
Portfolio Value 782 Million
Stocks 128