Largest Portfolios by Value

Filing on Jan 24, 2025 Q4 2024

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • VTEB
  • IVW
  • QUAL
  • IVV
  • EFG
One Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 662 Million
Stocks 250
Filing on Jan 13, 2025 Q4 2024

Claro Advisors LLC

  • AAPL
  • VOO
  • IWF
  • SPY
  • MSFT
  • AMZN
  • NVDA
Claro Advisors LLC's Q4 2024 Portfolio
Portfolio Value 662 Million
Stocks 487
Filing on Oct 24, 2024 Q3 2024

Inscription Capital, LLC

  • VT
  • SPY
  • AAPL
  • GSST
  • BAC
  • MSFT
  • EPD
Inscription Capital, LLC's Q3 2024 Portfolio
Portfolio Value 661 Million
Stocks 368
Filing on Feb 06, 2025 Q4 2024

Souders Financial Advisors

  • CGCP
  • VOO
  • CGDV
  • CGUS
  • VXUS
  • SCHD
  • AGG
Souders Financial Advisors's Q4 2024 Portfolio
Portfolio Value 661 Million
Stocks 175
Filing on Feb 14, 2025 Q4 2024

Crosslink Capital Inc

  • WEAV
  • NTNX
  • CLBT
  • SGH
  • MELI
  • DASH
  • META
Crosslink Capital Inc's Q4 2024 Portfolio
Portfolio Value 661 Million
Stocks 19
Filing on Feb 03, 2025 Q4 2024

Capital Investment Counsel, Inc

  • AAPL
  • NVDA
  • COST
  • WMT
  • AMZN
  • MSFT
  • GOOG
Capital Investment Counsel, Inc's Q4 2024 Portfolio
Portfolio Value 661 Million
Stocks 246
Filing on Feb 04, 2025 Q4 2024

Skylands Capital, LLC

  • UNP
  • AAPL
  • GOOGL
  • GM
  • ARCH
  • CCI
  • BECN
Skylands Capital, LLC's Q4 2024 Portfolio
Portfolio Value 660 Million
Stocks 150
Filing on Feb 14, 2025 Q4 2024

Mic Capital Management Uk LLP

  • EDR
  • HAYW
  • RXRX
  • CPNG
  • QSR
  • GRAB
  • RVMD
Mic Capital Management Uk LLP's Q4 2024 Portfolio
Portfolio Value 659 Million
Stocks 18
Filing on Jan 17, 2025 Q4 2024

Baker Ellis Asset Management LLC

  • VTI
  • BRK-B
  • MSFT
  • VGT
  • VYM
  • VOO
  • FBND
Baker Ellis Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 658 Million
Stocks 215
Filing on Feb 11, 2025 Q4 2024

Meridian Wealth Partners, LLC

  • DFAC
  • DFAU
  • AGG
  • SCHX
  • DFAX
  • MUB
  • MBB
Meridian Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 657 Million
Stocks 106
Filing on Aug 09, 2023 Q2 2023

Financial Architects, Inc

  • AAPL
  • SCHB
  • SCHD
  • MSFT
  • JEPI
  • TSLA
  • USMV
Financial Architects, Inc's Q2 2023 Portfolio
Portfolio Value 657 Million
Stocks 316
Filing on Jan 23, 2025 Q4 2024

Hunter Associates Investment Management LLC

  • AAPL
  • MSFT
  • GSLC
  • IHDG
  • SCHD
  • FISV
  • FBND
Hunter Associates Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 657 Million
Stocks 254
Filing on Jan 23, 2025 Q4 2024

Gfs Advisors, LLC

  • DIS
  • SPY
  • FDX
  • GOOGL
  • TSLA
  • MSFT
  • VWO
Gfs Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 657 Million
Stocks 152
Filing on Jan 29, 2025 Q4 2024

Consolidated Planning Corp

  • CGXU
  • DIVO
  • MGMT
  • FNDX
  • GOVZ
  • AVGO
  • AAPL
Consolidated Planning Corp's Q4 2024 Portfolio
Portfolio Value 656 Million
Stocks 197
Filing on Feb 13, 2025 Q4 2024

Divisadero Street Capital Management, LP

  • RSI
  • EAT
  • JILL
  • CVNA
  • HIMS
  • GENI
  • VITL
Divisadero Street Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 656 Million
Stocks 85
Filing on Feb 13, 2025 Q4 2024

140 Summer Partners LP

  • PGR
  • AER
  • TMUS
  • COF
  • COOP
  • DAL
  • TOL
140 Summer Partners LP's Q4 2024 Portfolio
Portfolio Value 655 Million
Stocks 18
Filing on Feb 13, 2025 Q4 2024

Main Management Fund Advisors LLC

  • SPY
  • SMH
  • QQQM
  • XLC
  • XLY
  • XLU
Main Management Fund Advisors LLC's Q4 2024 Portfolio
Portfolio Value 655 Million
Stocks 6
Filing on Feb 14, 2025 Q4 2024

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • RSP
  • PRF
  • XLK
  • SPSB
  • QQQ
  • MDY
  • QUAL
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.'s Q4 2024 Portfolio
Portfolio Value 654 Million
Stocks 150