Largest Portfolios by Value

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
Filing on Oct 23, 2024 Q3 2024

Strategic Investment Solutions, Inc. /Il

  • VUG
  • DFUS
  • DFAC
  • DUHP
  • DFAT
  • AAPL
  • DFAX
Strategic Investment Solutions, Inc. /Il's Q3 2024 Portfolio
Portfolio Value 334 Billion
Stocks 7258
Filing on May 14, 2024 Q1 2024

Orion Resource Partners (Usa) LP

  • SAND
  • IE
  • IAUX
  • DC
Orion Resource Partners (Usa) LP's Q1 2024 Portfolio
Portfolio Value 333 Billion
Stocks 4
Filing on Oct 15, 2024 Q3 2024

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • LOW
  • GOOGL
  • ACN
  • SYK
  • BLK
Brady Family Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 333 Billion
Stocks 118
Filing on Aug 28, 2024 Q2 2024

Farmers National Bank

  • MSFT
  • AAPL
  • JPM
  • GUNR
  • AVGO
  • JNJ
  • PG
Farmers National Bank's Q2 2024 Portfolio
Portfolio Value 332 Billion
Stocks 208
Filing on Oct 07, 2024 Q3 2024

Mc Lean Asset Management Corp

  • DFUS
  • DFUV
  • DFAS
  • DFIV
  • DFAT
  • SPY
  • AAPL
Mc Lean Asset Management Corp's Q3 2024 Portfolio
Portfolio Value 332 Billion
Stocks 165
Filing on Nov 14, 2024 Q3 2024

Palo Duro Investment Partners, LP

  • EQT
  • AR
  • CHRD
  • PR
  • FANG
  • BKR
  • ENLC
Palo Duro Investment Partners, LP's Q3 2024 Portfolio
Portfolio Value 332 Billion
Stocks 16
Filing on Nov 14, 2024 Q3 2024

Axq Capital, LP

  • CAH
  • AAP
  • ABC
  • LLY
  • COST
  • ETR
  • ALLY
Axq Capital, LP's Q3 2024 Portfolio
Portfolio Value 331 Billion
Stocks 413
Filing on Oct 15, 2024 Q3 2024

Hilltop National Bank

  • MSFT
  • VOO
  • EFA
  • AAPL
  • NVDA
  • IVV
  • BRK-B
Hilltop National Bank's Q3 2024 Portfolio
Portfolio Value 329 Billion
Stocks 1075
Filing on Oct 18, 2024 Q3 2024

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • AAPL
  • ICE
  • ACN
  • GOOGL
  • AMZN
Brown, Lisle/Cummings, Inc.'s Q3 2024 Portfolio
Portfolio Value 329 Billion
Stocks 619
Filing on Nov 06, 2024 Q3 2024

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • IJH
  • EMXC
  • MDY
  • MINT
  • UITB
  • ANGL
Atlantic Edge Private Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 329 Billion
Stocks 496
Filing on Nov 13, 2024 Q3 2024

Prevail Innovative Wealth Advisors, LLC

  • VCIT
  • FLBL
  • JEPI
  • AVSC
  • JEPQ
  • ADX
  • RSP
Prevail Innovative Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 328 Billion
Stocks 158
Filing on Oct 15, 2024 Q3 2024

Mason & Associates, LLC

  • IUSB
  • VV
  • VO
  • IAGG
  • SPDW
  • VB
  • VTEB
Mason & Associates, LLC's Q3 2024 Portfolio
Portfolio Value 327 Billion
Stocks 37
Filing on Nov 06, 2024 Q3 2024

Broad Peak Investment Advisers Pte LTD

  • NVDA
  • HTHT
  • WGO
  • EDU
  • NTES
  • ANSS
  • TTWO
Broad Peak Investment Advisers Pte LTD's Q3 2024 Portfolio
Portfolio Value 326 Billion
Stocks 9
Filing on Nov 14, 2024 Q3 2024

Ge Investment Management Corp.

  • GE
  • SRLN
  • SPIB
  • AGG
Ge Investment Management Corp.'s Q3 2024 Portfolio
Portfolio Value 326 Billion
Stocks 5
Filing on Nov 12, 2024 Q3 2024

Battery Management Corp.

  • BRZE
  • CXM
  • AMPL
  • CSBR
  • PET
Battery Management Corp.'s Q3 2024 Portfolio
Portfolio Value 325 Billion
Stocks 5
Filing on Nov 18, 2024 Q3 2024

Empire Financial Management Company, LLC

  • DSTL
  • MSFT
  • AAPL
  • LLY
  • JPM
  • IBM
  • DBMF
Empire Financial Management Company, LLC's Q3 2024 Portfolio
Portfolio Value 325 Billion
Stocks 203
Filing on Oct 31, 2024 Q3 2024

Able Financial Group, LLC

  • FTCS
  • RDVY
  • EFA
  • VTEB
  • AVUV
  • BUFR
  • AAPL
Able Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 324 Billion
Stocks 187