Largest Portfolios by Value

Filing on Feb 03, 2025 Q4 2024

Dorchester Wealth Management CO

  • AAPL
  • BMO
  • GOOG
  • TD
  • RY
  • ENB
  • WMT
Dorchester Wealth Management CO's Q4 2024 Portfolio
Portfolio Value 495 Million
Stocks 146
Filing on Jan 08, 2025 Q4 2024

Rempart Asset Management Inc.

  • COST
  • MSFT
  • JPM
  • V
  • RY
  • WFC
  • TMO
Rempart Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 494 Million
Stocks 35
Filing on Jan 23, 2025 Q4 2024

Gries Financial LLC

  • IVV
  • QUAL
  • DYNF
  • ITW
  • SPY
  • IYW
  • BXSL
Gries Financial LLC's Q4 2024 Portfolio
Portfolio Value 494 Million
Stocks 276
Filing on Feb 13, 2025 Q4 2024

Kps Global Asset Management Uk LTD

  • CVNA
  • NOW
  • SPOT
  • CDLX
Kps Global Asset Management Uk LTD's Q4 2024 Portfolio
Portfolio Value 494 Million
Stocks 4
Filing on May 10, 2024 Q1 2024

Tortoise Index Solutions, LLC

  • WMB
  • OKE
  • ENB
  • TRP
  • LNG
  • KMI
  • TRGP
Tortoise Index Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 494 Million
Stocks 64
Filing on Feb 14, 2025 Q4 2024

Solel Partners LP

  • SYF
  • CVS
  • IGT
  • CI
  • TNL
  • GO
  • BASE
Solel Partners LP's Q4 2024 Portfolio
Portfolio Value 493 Million
Stocks 22
Filing on Feb 14, 2025 Q4 2024

Keenan Capital, LLC

  • GDDY
  • GLBE
  • WDAY
  • APP
  • DT
  • MLNK
  • JAMF
Keenan Capital, LLC's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 10
Filing on Jan 27, 2025 Q4 2024

Brickley Wealth Management

  • VTV
  • AAPL
  • VUG
  • IEFA
  • AVDV
  • VBK
  • VBR
Brickley Wealth Management's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 45
Filing on Feb 03, 2025 Q4 2024

Nan Fung Trinity (Hk) LTD

  • BIDU
  • EWY
  • EMLC
  • AMCR
  • T
  • BZ
  • Z
Nan Fung Trinity (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 30
Filing on Feb 14, 2025 Q4 2024

Newtyn Management, LLC

  • IAC
  • QDEL
  • TBPH
  • CCOI
  • CNNE
  • PAR
  • AIV
Newtyn Management, LLC's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 33
Filing on Jan 29, 2025 Q4 2024

First Fiduciary Investment Counsel, Inc.

  • MSFT
  • JPM
  • LOW
  • GS
  • HON
  • ORCL
  • MAR
First Fiduciary Investment Counsel, Inc.'s Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 66
Filing on Jan 21, 2025 Q4 2024

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • AAPL
  • VTV
  • AVIG
  • QUAL
  • IXUS
Regatta Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 186
Filing on Feb 14, 2025 Q4 2024

Rptc Inc.

  • SCHW
  • IVV
  • VEA
  • IEFA
  • VWO
  • IEMG
Rptc Inc.'s Q4 2024 Portfolio
Portfolio Value 491 Million
Stocks 6
Filing on Jan 22, 2025 Q4 2024

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • RPV
  • SPLV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 491 Million
Stocks 132
Filing on Feb 05, 2025 Q4 2024

Ifg Advisors, LLC

  • SPY
  • QQQ
  • EFA
  • VOO
  • CTAS
  • IJR
  • MDY
Ifg Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 491 Million
Stocks 144
Filing on Aug 01, 2024 Q2 2024

Private Wealth Strategies, L.L.C.

  • EPS
  • USFR
  • DGRW
  • USMF
  • SCHG
  • GLD
  • QQQ
Private Wealth Strategies, L.L.C.'s Q2 2024 Portfolio
Portfolio Value 490 Million
Stocks 73
Filing on Feb 11, 2025 Q4 2024

Dechtman Wealth Management, LLC

  • IVV
  • VOO
  • SCHG
  • CGDV
  • VO
  • MGV
  • IJR
Dechtman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 65
Filing on Feb 13, 2025 Q4 2024

Summit Financial Wealth Advisors, LLC

  • SCHD
  • VUG
  • VYMI
  • NOBL
  • PFF
  • IJR
  • GRMN
Summit Financial Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 150