Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Well Done, LLC

  • BRK-A
  • IVV
  • VOXX
  • USMV
  • BRK-B
  • QUAL
  • DGRO
Well Done, LLC's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 178
Filing on Jan 17, 2025 Q4 2024

Market Street Wealth Management Advisors LLC

  • DFSD
  • DFCF
  • BNDX
  • DUHP
  • SPLG
  • VTV
  • DFAS
Market Street Wealth Management Advisors LLC's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 98
Filing on Jan 22, 2025 Q4 2024

Nalanda India Equity Fund LTD

  • G
Nalanda India Equity Fund LTD's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 2
Filing on Feb 05, 2025 Q4 2024

Mitchell Capital Management CO

  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • AVGO
  • META
Mitchell Capital Management CO's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 107
Filing on Jan 31, 2025 Q4 2024

Strategic Advisors LLC

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • SCHB
  • GOOGL
  • BIL
Strategic Advisors LLC's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 197
Filing on Feb 12, 2025 Q4 2024

Capricorn Investment Group LLC

  • JOBY
  • QS
  • TSLA
  • NVTS
  • PL
  • ORCC
Capricorn Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 544 Million
Stocks 7
Filing on Feb 13, 2025 Q4 2024

Jbf Capital, Inc.

  • VOO
  • MSFT
  • AMZN
  • GRBK
  • ORCL
  • VST
  • LOW
Jbf Capital, Inc.'s Q4 2024 Portfolio
Portfolio Value 544 Million
Stocks 75
Filing on Feb 14, 2025 Q4 2024

Mjp Associates Inc

  • VOO
  • VIG
  • AAPL
  • IEF
  • MINT
  • AVUV
  • IWF
Mjp Associates Inc 's Q4 2024 Portfolio
Portfolio Value 544 Million
Stocks 230
Filing on Feb 10, 2025 Q4 2024

Iag Wealth Partners, LLC

  • SPLG
  • SPDW
  • DLN
  • GSLC
  • MMIT
  • DON
  • IVV
Iag Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 544 Million
Stocks 507
Filing on Feb 05, 2025 Q4 2024

Pettyjohn, Wood & White, Inc

  • AAPL
  • MSFT
  • SPY
  • GOOGL
  • JPM
  • BRK-B
  • WMT
Pettyjohn, Wood & White, Inc's Q4 2024 Portfolio
Portfolio Value 544 Million
Stocks 195
Filing on Feb 14, 2025 Q4 2024

Alibaba Group Holding LTD

  • XPEV
  • WB
  • PERF
Alibaba Group Holding LTD's Q4 2024 Portfolio
Portfolio Value 543 Million
Stocks 4
Filing on Feb 12, 2025 Q4 2024

D L Carlson Investment Group Inc

  • SCHB
  • GVI
  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
D L Carlson Investment Group Inc's Q4 2024 Portfolio
Portfolio Value 543 Million
Stocks 147
Filing on Feb 10, 2025 Q4 2024

12th Street Asset Management Company, LLC

  • CLH
  • LKQ
  • PNFP
  • KEX
  • GPK
  • PGR
  • BERY
12th Street Asset Management Company, LLC's Q4 2024 Portfolio
Portfolio Value 543 Million
Stocks 31
Filing on Jan 24, 2025 Q4 2024

Horst & Graben Wealth Management LLC

  • SPLG
  • IUSB
  • SCHZ
  • QUAL
  • DYNF
  • IVW
  • MBB
Horst & Graben Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 542 Million
Stocks 155
Filing on Feb 14, 2025 Q4 2024

Bellwether Advisors, LLC

  • XLK
  • XLF
  • IVV
  • XLY
  • AVGO
  • MSFT
  • IYK
Bellwether Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 542 Million
Stocks 514
Filing on Feb 14, 2025 Q4 2024

Strategic Global Advisors, LLC

  • NVDA
  • GOOGL
  • AMZN
  • WIX
  • AAPL
  • MSFT
  • SPOT
Strategic Global Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 542 Million
Stocks 134
Filing on Feb 11, 2025 Q4 2024

Meridian Wealth Advisors, LLC

  • IVV
  • XOM
  • AAPL
  • IAU
  • MSFT
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 541 Million
Stocks 175
Filing on Jan 13, 2025 Q4 2024

Ellenbecker Investment Group

  • IVV
  • VB
  • IWF
  • AGG
  • VEA
  • VWO
  • IWD
Ellenbecker Investment Group's Q4 2024 Portfolio
Portfolio Value 541 Million
Stocks 112