Largest Portfolios by Value

Filing on Jan 07, 2025 Q4 2024

Cva Family Office, LLC

  • SCHD
  • FNDF
  • VGT
  • VOO
  • IVV
  • DFAC
  • DFAU
Cva Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 1289
Filing on Jan 30, 2025 Q4 2024

Bordeaux Wealth Advisors LLC

  • NVDA
  • GOOG
  • VTI
  • AAPL
  • MSFT
  • GOOGL
  • BA
Bordeaux Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 160
Filing on Jan 29, 2025 Q4 2024

Jmac Enterprises LLC

  • IWF
  • QQQ
  • IWD
  • AMGN
  • IJK
  • IJJ
  • VGT
Jmac Enterprises LLC's Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 167
Filing on Jan 17, 2025 Q4 2024

Red Door Wealth Management, LLC

  • BRK-B
  • AAPL
  • NVDA
  • SCHX
  • MSFT
  • AMZN
  • GOOG
Red Door Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 227
Filing on Feb 14, 2025 Q4 2024

Dimension Capital Management LLC

  • ACWI
  • SPY
  • BIL
  • GLD
  • IVV
  • RSP
  • QQQ
Dimension Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 110
Filing on Jan 24, 2025 Q4 2024

Symphony Financial, Ltd. Co.

  • SPTM
  • NVDA
  • SPYG
  • AAPL
  • MSFT
  • AGGY
  • AMZN
Symphony Financial, Ltd. Co.'s Q4 2024 Portfolio
Portfolio Value 619 Million
Stocks 222
Filing on Jan 27, 2025 Q4 2024

Bank Hapoalim Bm

  • QQQ
  • SPY
  • IVV
  • SPLG
  • VOO
  • MSFT
  • VEA
Bank Hapoalim Bm's Q4 2024 Portfolio
Portfolio Value 618 Million
Stocks 129
Filing on Jan 22, 2025 Q4 2024

Di Nuzzo Private Wealth, Inc.

  • DFSD
  • DFCF
  • DFUS
  • DFAS
  • DUHP
  • DFIC
  • DFSV
Di Nuzzo Private Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 618 Million
Stocks 1418
Filing on Feb 14, 2025 Q4 2024

Maltese Capital Management LLC

  • C
  • AMTB
  • WFC
  • USB
  • FCNCA
  • MTB
  • ABCB
Maltese Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 618 Million
Stocks 410
Filing on Feb 04, 2025 Q4 2024

Artemis Wealth Advisors, LLC

  • QQQ
  • BRK-A
  • EMXC
  • MSFT
  • AMZN
  • NVDA
  • AAPL
Artemis Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 618 Million
Stocks 36
Filing on Feb 07, 2025 Q4 2024

New England Private Wealth Advisors LLC

  • VIG
  • VTI
  • FVD
  • BNL
  • SPLV
  • RPG
  • VXF
New England Private Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 617 Million
Stocks 144
Filing on Jan 17, 2025 Q4 2024

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IGSB
  • IVV
  • SPSB
  • QQQ
Arkansas Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 616 Million
Stocks 75
Filing on Feb 14, 2025 Q4 2024

Ogborne Capital Management, LLC

  • QQQ
  • META
  • META
  • NFLX
  • AMZN
  • ONON
  • NVDA
Ogborne Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 616 Million
Stocks 16
Filing on Jan 27, 2025 Q4 2024

Sargent Investment Group, LLC

  • BILS
  • AAPL
  • PLTR
  • MSFT
  • SPYG
  • CG
  • SPYV
Sargent Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 616 Million
Stocks 236
Filing on Feb 13, 2025 Q4 2024

Eam Investors, LLC

  • CRDO
  • REAL
  • CVLT
  • GKOS
  • EXLS
  • SRRK
  • IONQ
Eam Investors, LLC's Q4 2024 Portfolio
Portfolio Value 616 Million
Stocks 251
Filing on Aug 01, 2023 Q2 2023

Kistler Tiffany Companies, LLC

  • VV
  • VOO
  • AAPL
  • VYM
  • SPIB
  • WST
  • VTI
Kistler Tiffany Companies, LLC's Q2 2023 Portfolio
Portfolio Value 615 Million
Stocks 898
Filing on Nov 13, 2024 Q3 2024

Principal Street Partners, LLC

  • AAPL
  • IVW
  • AMZN
  • SPY
  • SPY
  • MSFT
  • ZI
Principal Street Partners, LLC's Q3 2024 Portfolio
Portfolio Value 615 Million
Stocks 302
Filing on Jan 03, 2025 Q4 2024

Dudley & Shanley, Inc.

  • WPM
  • AON
  • V
  • APH
  • SCI
  • RYAN
  • ADI
Dudley & Shanley, Inc.'s Q4 2024 Portfolio
Portfolio Value 614 Million
Stocks 38