Largest Portfolios by Value
Filing on Oct 24, 2024
Q3 2024
Smithbridge Asset Management Inc
- AAPL
- MSFT
- NVDA
- AMZN
- SPY
- DIA
- APO
Filing on Jan 23, 2025
Q4 2024
Destiny Wealth Partners, LLC
- VUG
- JCPB
- AMZN
- DFAX
- AAPL
- SYK
- XLK
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Biltmore Family Office, LLC
- AAPL
- IAU
- AVDX
- VV
- MSFT
- ROBO
- SPY
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Value Holdings Management Co. LLC
- EME
- WAB
- ROL
- MTDR
- TTEK
- PRIM
- XOM
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Live Oak Private Wealth LLC
- BRK-B
- AAPL
- MSFT
- GOOG
- BAC
- SCHW
- LOW
Filing on Feb 05, 2025
Q4 2024
Teilinger Capital Ltd.
- MSTR
- MSTR
- TSLA
- TSLA
- EVRG
- PYPL
- MSTR
Filing on Jan 16, 2025
Q4 2024
Gilman Hill Asset Management, LLC
- DVY
- KNTK
- CWENA
- BMY
- VZ
- HTGC
- LAMR
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Robert Olstein
Olstein Capital Management, L.P.
- DIS
- ST
- VNT
- LKQ
- ABM
- TGT
- BDX
Filing on Feb 14, 2025
Q4 2024
Ardsley Advisory Partners LP
- CRM
- FLR
- ITRI
- OSCR
- MSFT
- AMZN
- WULF
Filing on Feb 04, 2025
Q4 2024
White Lighthouse Investment Management Inc.
- VUG
- VYM
- VXUS
- SHV
- VCSH
- VGT
- BND