Largest Portfolios by Value

Filing on Oct 16, 2024 Q3 2024

Verum Partners LLC

  • GOVT
  • JPST
  • VOO
  • IVV
  • IJR
  • FNDF
  • SYLD
Verum Partners LLC's Q3 2024 Portfolio
Portfolio Value 341 Billion
Stocks 162
Filing on Nov 01, 2024 Q3 2024

Carr Financial Group Corp

  • BND
  • SCHX
  • VIG
  • EMXC
  • VTI
  • IQLT
  • TLH
Carr Financial Group Corp's Q3 2024 Portfolio
Portfolio Value 341 Billion
Stocks 196
Filing on Oct 15, 2024 Q3 2024

Mc Carthy Grittinger Financial Group, LLC

  • VV
  • VB
  • VEU
  • VCIT
  • VGIT
  • BNDX
  • BSV
Mc Carthy Grittinger Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 341 Billion
Stocks 68
Filing on Nov 04, 2024 Q3 2024

Apollon Financial, LLC

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • XLK
  • AMZN
  • GOOG
Apollon Financial, LLC's Q3 2024 Portfolio
Portfolio Value 340 Billion
Stocks 165
Filing on Oct 16, 2024 Q3 2024

Kaydan Wealth Management, Inc.

  • VTV
  • FTA
  • VBR
  • TLT
  • IEF
  • RSP
  • SPDN
Kaydan Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 339 Billion
Stocks 106
Filing on Nov 14, 2024 Q3 2024

Cutter Capital Management, LP

  • GILD
  • BMY
  • RPRX
  • A
  • RARE
  • LEGN
  • INSM
Cutter Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 339 Billion
Stocks 27
Filing on Oct 24, 2024 Q3 2024

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • AVUV
  • JGRO
  • IJH
  • JEPI
  • IJR
Orrstown Financial Services Inc's Q3 2024 Portfolio
Portfolio Value 339 Billion
Stocks 161
Filing on Feb 09, 2024 Q4 2023

Juniper Capital Advisors, L.P.

  • BTEGF
Juniper Capital Advisors, L.P.'s Q4 2023 Portfolio
Portfolio Value 338 Billion
Stocks 1
Filing on Oct 24, 2024 Q3 2024

Tru North Capital Management, LLC

  • SCHB
  • SCHO
  • SCHZ
  • SCHF
  • ITOT
  • SCHA
  • FNDX
Tru North Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 338 Billion
Stocks 399
Filing on Nov 01, 2024 Q3 2024

Gray Foundation

  • HLT
  • IGM
  • INDA
  • IBB
  • GOOG
  • INVH
  • ROBO
Gray Foundation's Q3 2024 Portfolio
Portfolio Value 337 Billion
Stocks 12
Filing on Nov 01, 2024 Q3 2024

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFAS
  • DFAT
  • DFCF
  • BSV
  • DFIV
Tillman Hartley LLC's Q3 2024 Portfolio
Portfolio Value 337 Billion
Stocks 126
Filing on Oct 17, 2024 Q3 2024

Net Worth Advisory Group

  • BNDX
  • TIP
  • SHY
  • IEF
  • LQD
  • VCIT
  • CORP
Net Worth Advisory Group's Q3 2024 Portfolio
Portfolio Value 337 Billion
Stocks 386
Filing on Oct 22, 2024 Q3 2024

Bochk Asset Management LTD

  • NVDA
  • TSM
  • AVGO
  • VST
  • META
  • CEG
  • NRG
Bochk Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 336 Billion
Stocks 53
Filing on Oct 22, 2024 Q3 2024

Weaver Capital Management LLC

  • BIL
  • SCHG
  • VTV
  • STRV
  • PJUN
  • TOTL
  • NVDA
Weaver Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 336 Billion
Stocks 177
Filing on Nov 08, 2024 Q3 2024

Kraft, Davis & Associates, LLC

  • VTI
  • IVV
  • RWL
  • QUAL
  • COWZ
  • DGRW
  • VIG
Kraft, Davis & Associates, LLC's Q3 2024 Portfolio
Portfolio Value 335 Billion
Stocks 143
Filing on Oct 28, 2024 Q3 2024

Ace Management Global Ltd.

  • MASI
  • DHR
  • MSFT
  • ETN
  • GOOGL
  • ASML
  • SLB
Ace Management Global Ltd.'s Q3 2024 Portfolio
Portfolio Value 335 Billion
Stocks 8
Filing on Oct 24, 2024 Q3 2024

Hibernia Wealth Partners, LLC

  • BIL
  • SPY
  • DIVO
  • BUFR
  • XLSR
  • FISR
  • SPSM
Hibernia Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 334 Billion
Stocks 125
Filing on Nov 13, 2024 Q3 2024

Stem Point Capital LP

  • SNDX
  • ROIV
  • MRUS
  • IMVT
  • ARQT
  • FOLD
  • BMY
Stem Point Capital LP's Q3 2024 Portfolio
Portfolio Value 334 Billion
Stocks 58