Largest Portfolios by Value

Filing on Nov 12, 2024 Q3 2024

Financial Planning & Information Services, Inc.

  • JCPB
  • SPYG
  • HTRB
  • SLYV
  • DON
  • VTV
  • DFAI
Financial Planning & Information Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 725 Million
Stocks 88
Filing on Feb 06, 2025 Q4 2024

La Fleur & Godfrey LLC

  • AAPL
  • MSFT
  • JPM
  • PLTR
  • SYK
  • RTX
  • JNJ
La Fleur & Godfrey LLC's Q4 2024 Portfolio
Portfolio Value 725 Million
Stocks 150
Filing on Jan 15, 2025 Q4 2024

Professional Advisory Services Inc

  • MSFT
  • GOOG
  • BKNG
  • TMO
  • FISV
  • ELV
  • BRK-B
Professional Advisory Services Inc's Q4 2024 Portfolio
Portfolio Value 725 Million
Stocks 78
Filing on Feb 13, 2025 Q4 2024

Perseverance Asset Management International

  • PDD
  • HTHT
  • BEKE
  • YUMC
  • META
  • GOOG
  • TCOM
Perseverance Asset Management International's Q4 2024 Portfolio
Portfolio Value 723 Million
Stocks 30
Filing on Feb 14, 2025 Q4 2024

Insight Wealth Partners, LLC

  • SPY
  • BSJQ
  • LQD
  • IAU
  • FBND
  • JPST
  • EEM
Insight Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 723 Million
Stocks 95
Filing on Feb 12, 2025 Q4 2024

Af Advisors, Inc.

  • FICO
  • WFC
  • VTI
  • NVDA
  • CAT
  • VUG
  • AMZN
Af Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 723 Million
Stocks 21
Filing on Jan 31, 2025 Q4 2024

Emerald Advisors, LLC

  • COST
  • VTV
  • IEMG
  • VUG
  • IQLT
  • IEFA
  • IVV
Emerald Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 723 Million
Stocks 92
Filing on Feb 14, 2025 Q4 2024

Green Square Capital Advisors LLC

  • VOO
  • QQQ
  • NVDA
  • DIA
  • DSTL
  • GOOGL
  • SPY
Green Square Capital Advisors LLC's Q4 2024 Portfolio
Portfolio Value 723 Million
Stocks 186
Filing on Jan 22, 2025 Q4 2024

Tamar Securities, LLC

  • GOOG
  • AMZN
  • IBOC
  • MSFT
  • AAPL
  • QCOM
  • TSLA
Tamar Securities, LLC's Q4 2024 Portfolio
Portfolio Value 722 Million
Stocks 77
Filing on Feb 11, 2025 Q4 2024

Minneapolis Portfolio Management Group, LLC

  • CR
  • GLW
  • BPOP
  • ORCL
  • SONY
  • CSCO
  • CAT
Minneapolis Portfolio Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 722 Million
Stocks 30
Filing on Feb 11, 2025 Q4 2024

Dillon & Associates Inc

  • NVDA
  • AAPL
  • V
  • GOOGL
  • SYK
  • NVO
  • ABT
Dillon & Associates Inc's Q4 2024 Portfolio
Portfolio Value 721 Million
Stocks 81
Filing on Feb 07, 2025 Q4 2024

Inspire Advisors, LLC

  • WWJD
  • RISN
  • IBD
  • ISMD
  • BIBL
  • USFR
  • BKLN
Inspire Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 721 Million
Stocks 415
Filing on Jul 13, 2022 Q2 2022

Murphy Capital Management Inc

  • AAPL
  • SPY
  • MSFT
  • QQQ
  • XLY
  • VGT
  • XLV
Murphy Capital Management Inc's Q2 2022 Portfolio
Portfolio Value 720 Million
Stocks 217
Filing on Jan 28, 2025 Q4 2024

Hendershot Investments Inc.

  • BRK-B
  • AAPL
  • GOOGL
  • BKNG
  • TJX
  • MSFT
  • JNJ
Hendershot Investments Inc.'s Q4 2024 Portfolio
Portfolio Value 720 Million
Stocks 131
Filing on Jan 29, 2025 Q4 2024

Legato Capital Management LLC

  • AGX
  • AGYS
  • UFPT
  • SNEX
  • IESC
  • LYTS
  • AAPL
Legato Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 718 Million
Stocks 566
Filing on Feb 12, 2025 Q4 2024

Biondo Investment Advisors, LLC

  • ISRG
  • AAPL
  • NVDA
  • MA
  • GOOGL
  • AMZN
  • JPM
Biondo Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 717 Million
Stocks 90
Filing on Feb 14, 2025 Q4 2024

Two Sigma Securities, LLC

  • APP
  • TSLA
  • GS
  • BKNG
  • USHY
  • UAL
  • IVV
Two Sigma Securities, LLC's Q4 2024 Portfolio
Portfolio Value 716 Million
Stocks 1544
Filing on Feb 13, 2025 Q4 2024

Cahill Financial Advisors Inc

  • VUG
  • MOAT
  • IVE
  • IVW
  • VEA
  • BND
  • FNDX
Cahill Financial Advisors Inc's Q4 2024 Portfolio
Portfolio Value 715 Million
Stocks 294