Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Mcia Inc

  • VTV
  • VUG
  • VOO
  • VB
  • IVOO
  • HTRB
  • VEA
Mcia Inc's Q4 2024 Portfolio
Portfolio Value 471 Million
Stocks 62
Filing on Jan 13, 2025 Q4 2024

Fulcrum Capital LLC

  • VO
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • MA
Fulcrum Capital LLC's Q4 2024 Portfolio
Portfolio Value 470 Million
Stocks 113
Filing on Jan 23, 2025 Q4 2024

Sea Bridge Investment Advisors LLC

  • SCHR
  • AAPL
  • MSFT
  • TSM
  • GOVT
  • GOOGL
  • BRK-B
Sea Bridge Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 470 Million
Stocks 202
Filing on Jan 28, 2025 Q4 2024

Essex LLC

  • VCIT
  • VCSH
  • SJNK
  • XLK
  • SCHX
  • SCHM
  • FPEI
Essex LLC's Q4 2024 Portfolio
Portfolio Value 470 Million
Stocks 170
Filing on Feb 12, 2025 Q4 2024

Providence Capital Advisors, LLC

  • MSFT
  • AAPL
  • IVV
  • BAC
  • GOOG
  • JPM
  • AMZN
Providence Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 470 Million
Stocks 119
Filing on Feb 10, 2025 Q4 2024

Once Capital Management, LLC

  • SPY
  • NVDA
  • SPOT
  • CRWD
  • MRVL
  • AAPL
  • AMZN
Once Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 469 Million
Stocks 18
Filing on Feb 11, 2025 Q4 2024

Tap Consulting, LLC

  • NEAR
  • MOAT
  • SPY
  • QQQ
  • TLT
  • LMBS
  • VTI
Tap Consulting, LLC's Q4 2024 Portfolio
Portfolio Value 469 Million
Stocks 153
Filing on Jan 27, 2025 Q4 2024

Deltec Asset Management LLC

  • GOOGL
  • AMZN
  • MSFT
  • AVGO
  • OCUL
  • NVDA
  • CCL
Deltec Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 469 Million
Stocks 161
Filing on Aug 14, 2023 Q2 2023

Thomas White International LTD

  • TSM
  • SHEL
  • TCEHY
  • HDB
  • GLNCY
  • IBN
  • KB
Thomas White International LTD's Q2 2023 Portfolio
Portfolio Value 468 Million
Stocks 258
Filing on Jan 22, 2025 Q4 2024

Matthews International Capital Management LLC

  • PDD
  • SE
  • TSM
  • LEGN
  • YUMC
  • YMM
  • TCOM
Matthews International Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 468 Million
Stocks 42
Filing on Feb 11, 2025 Q4 2024

Steginsky Capital LLC

  • COST
  • GOOG
  • MKL
  • MLM
  • FAST
  • BRK-B
  • GOOGL
Steginsky Capital LLC's Q4 2024 Portfolio
Portfolio Value 467 Million
Stocks 7
Filing on Jan 22, 2025 Q4 2024

Robert Vinall

Rv Capital Ag
  • CVNA
  • META
  • WIX
  • CACC
  • IBKR
  • PDD
  • YUMC
Robert Vinall's Q4 2024 Portfolio
Portfolio Value 467 Million
Stocks 11
Filing on Feb 12, 2025 Q4 2024

Broderick Brian C

  • NVDA
  • AAPL
  • GOOGL
  • MSFT
  • MA
  • PG
  • ADP
Broderick Brian C's Q4 2024 Portfolio
Portfolio Value 466 Million
Stocks 296
Filing on Jan 28, 2025 Q4 2024

Austin Asset Management CO Inc

  • DFAC
  • DFUS
  • NVDA
  • DFAS
  • STIP
  • VNQ
  • BSV
Austin Asset Management CO Inc's Q4 2024 Portfolio
Portfolio Value 466 Million
Stocks 71
Filing on Feb 10, 2025 Q4 2024

Northwest Wealth Management, LLC

  • DFAC
  • ITOT
  • VGIT
  • VTI
  • VTIP
  • AVDV
  • VGSH
Northwest Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 167
Filing on Feb 13, 2025 Q4 2024

Montag & Caldwell, LLC

  • GOOGL
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • V
  • ZTS
Montag & Caldwell, LLC's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 137
Filing on Jan 24, 2025 Q4 2024

Sky Oak Wealth, LLC

  • JPST
  • AAPL
  • SPYV
  • SCHG
  • IUSV
  • LLY
  • SPLG
Sky Oak Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 255
Filing on Jan 21, 2025 Q4 2024

Osher Van De Voorde Investment Management

  • V
  • BLK
  • AMZN
  • GLW
  • GOOG
  • AAPL
  • EMR
Osher Van De Voorde Investment Management's Q4 2024 Portfolio
Portfolio Value 465 Million
Stocks 32