Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Montanaro Asset Management LTD

  • TYL
  • BRKR
  • TECH
  • TREX
  • MANH
  • LRN
  • BCPC
Montanaro Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 484 Million
Stocks 47
Filing on Feb 07, 2025 Q4 2024

Warwick Investment Management, Inc.

  • SCHK
  • DFAC
  • VTV
  • QQQ
  • XLRE
  • DFUS
  • VIOO
Warwick Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 484 Million
Stocks 96
Filing on Feb 13, 2025 Q4 2024

Adams Wealth Management

  • SCHX
  • SSO
  • SPUU
  • IVV
  • VV
  • JBBB
  • ICVT
Adams Wealth Management's Q4 2024 Portfolio
Portfolio Value 484 Million
Stocks 114
Filing on Jan 24, 2025 Q4 2024

Pb Mares Wealth Management LLC

  • DFUS
  • DFAC
  • DFAU
  • DFCF
  • DFAT
  • DFAI
  • DFNM
Pb Mares Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 483 Million
Stocks 194
Filing on Jan 24, 2025 Q4 2024

Round Rock Advisors, LLC

  • JPST
  • QQQ
  • VYM
  • AAPL
  • IJR
  • VO
  • SMH
Round Rock Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 483 Million
Stocks 217
Filing on Feb 13, 2025 Q4 2024

Tobias Financial Advisors, Inc.

  • SPAB
  • QQQM
  • IEF
  • IQLT
  • VUG
  • USFR
  • REZ
Tobias Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 483 Million
Stocks 110
Filing on Feb 07, 2025 Q4 2024

Sensible Financial Planning & Management, Llc.

  • SCHP
  • BNDX
  • USIG
  • MBB
  • VTI
  • STIP
  • VOO
Sensible Financial Planning & Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 29
Filing on Feb 10, 2025 Q4 2024

Hutchinson Capital Management

  • BRK-B
  • AAPL
  • MSFT
  • GOOGL
  • PGR
  • BAC
  • WAT
Hutchinson Capital Management's Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 93
Filing on Feb 13, 2025 Q4 2024

Steadview Capital Management LLC

  • CVNA
  • APP
  • DASH
  • HOOD
  • SHOP
  • DDOG
  • DUOL
Steadview Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 9
Filing on Jan 17, 2025 Q4 2024

Peterson Wealth Advisors, LLC

  • SPLG
  • SPDW
  • JPST
  • SPMD
  • SPSM
  • VTI
  • JCPB
Peterson Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 83
Filing on Jan 29, 2025 Q4 2024

Global Wealth Management Investment Advisory, Inc.

  • VGSH
  • VCIT
  • JEPI
  • AAPL
  • QQQ
  • IVV
  • SLQD
Global Wealth Management Investment Advisory, Inc.'s Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 143
Filing on Feb 07, 2025 Q4 2024

Jackson Hole Capital Partners, LLC

  • ARLP
  • AAPL
  • GOOG
  • MSFT
  • IVV
  • REPX
  • APO
Jackson Hole Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 481 Million
Stocks 274
Filing on Jan 27, 2025 Q4 2024

Buck Wealth Strategies, LLC

  • IVV
  • TLT
  • AGG
  • SGOV
  • AAPL
  • VNLA
  • VO
Buck Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 481 Million
Stocks 79
Filing on Feb 03, 2025 Q4 2024

Rainey & Randall Investment Management Inc.

  • SCHG
  • SCHV
  • DBEF
  • BND
  • SCHA
  • SCHE
  • RSP
Rainey & Randall Investment Management Inc.'s Q4 2024 Portfolio
Portfolio Value 481 Million
Stocks 53
Filing on Jan 29, 2025 Q4 2024

Mcrae Capital Management Inc

  • MSFT
  • WSM
  • PWR
  • NDAQ
  • LOW
  • CHKP
  • URI
Mcrae Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 91
Filing on Feb 07, 2025 Q4 2024

Capital Management Corp

  • IDCC
  • NXST
  • ACU
  • ACCO
  • OKE
  • PBI
  • GTN
Capital Management Corp 's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 77
Filing on Jan 10, 2025 Q4 2024

Sugarloaf Wealth Management, LLC

  • DRSK
  • GPC
  • ACIO
  • SPLG
  • VIGI
  • OSCV
  • RSP
Sugarloaf Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 686
Filing on Jan 29, 2025 Q4 2024

Walkner Condon Financial Advisors LLC

  • SPLG
  • IVV
  • VOO
  • SPDW
  • AAPL
  • JCPB
  • FTCS
Walkner Condon Financial Advisors LLC's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 282