Largest Portfolios by Value

Filing on Nov 15, 2024 Q3 2024

Groupama Asset Managment

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • GOOGL
  • AMZN
  • MSI
Groupama Asset Managment's Q3 2024 Portfolio
Portfolio Value 3.85 Trillion
Stocks 726
Filing on Nov 13, 2024 Q3 2024

Northwest & Ethical Investments L.P.

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • UNH
  • GOOG
  • RY
Northwest & Ethical Investments L.P.'s Q3 2024 Portfolio
Portfolio Value 3.79 Trillion
Stocks 506
Filing on Jul 19, 2024 Q2 2024

Ofi Invest Asset Management

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • LLY
  • META
Ofi Invest Asset Management's Q2 2024 Portfolio
Portfolio Value 3.76 Trillion
Stocks 365
Filing on Nov 13, 2024 Q3 2024

Evoke Wealth, LLC

  • IVV
  • GLDM
  • RPAR
  • VTI
  • GUNR
  • SCHP
  • OEF
Evoke Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 3.68 Trillion
Stocks 418
Filing on Nov 14, 2024 Q3 2024

Ares Management LLC

  • CRC
  • CCO
  • GBTG
  • HYG
  • ARCC
  • GBDC
  • ORCC
Ares Management LLC's Q3 2024 Portfolio
Portfolio Value 3.61 Trillion
Stocks 37
Filing on Nov 14, 2024 Q3 2024

Braidwell LP

  • XENE
  • NBIX
  • APLS
  • ALGN
  • GH
  • LEGN
  • VKTX
Braidwell LP's Q3 2024 Portfolio
Portfolio Value 3.53 Trillion
Stocks 81
Filing on Nov 18, 2024 Q3 2024

Td Private Client Wealth LLC

  • SPLG
  • SPY
  • VMBS
  • IEFA
  • GOVT
  • VIG
  • SHY
Td Private Client Wealth LLC's Q3 2024 Portfolio
Portfolio Value 3.48 Trillion
Stocks 1281
Filing on Oct 30, 2024 Q3 2024

Concurrent Investment Advisors, LLC

  • AAPL
  • VOO
  • SPY
  • MSFT
  • NVDA
  • QQQ
  • AMZN
Concurrent Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 3.39 Trillion
Stocks 1092
Filing on Nov 18, 2024 Q3 2024

Nepc LLC

  • VGIT
  • VCSH
  • VOO
  • VCIT
  • VGLT
  • VT
  • SCHP
Nepc LLC's Q3 2024 Portfolio
Portfolio Value 3.32 Trillion
Stocks 41
Filing on Nov 13, 2024 Q3 2024

Neos Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • VTWO
Neos Investment Management LLC's Q3 2024 Portfolio
Portfolio Value 3.31 Trillion
Stocks 723
Filing on Nov 12, 2024 Q3 2024

Dynasty Wealth Management, LLC

  • IVV
  • AGG
  • FVAL
  • TTAC
  • IEFA
  • MBB
  • SPYV
Dynasty Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 3.31 Trillion
Stocks 224
Filing on Oct 16, 2024 Q3 2024

Bleakley Financial Group, LLC

  • VV
  • AAPL
  • CEF
  • VO
  • VTV
  • MSFT
  • SPY
Bleakley Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.28 Trillion
Stocks 1029
Filing on Apr 25, 2024 Q1 2024

Focused Investors Fund L P

  • ELV
  • CI
  • MSFT
  • JNJ
  • UNH
  • FISV
  • ORCL
Focused Investors Fund L P's Q1 2024 Portfolio
Portfolio Value 3.19 Trillion
Stocks 23
Filing on Oct 08, 2024 Q3 2024

Sanibel Captiva Trust Company, Inc.

  • MSFT
  • AAPL
  • GOOG
  • VYM
  • HD
  • ACN
  • V
Sanibel Captiva Trust Company, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.12 Trillion
Stocks 653
Filing on Oct 09, 2024 Q3 2024

Quotient Wealth Partners, LLC

  • IVV
  • SPYG
  • AGG
  • TTAC
  • MBB
  • SPYV
  • IEFA
Quotient Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 3.04 Trillion
Stocks 314
Filing on Nov 14, 2024 Q3 2024

Sylebra Capital LLC

  • PI
  • PAYC
  • PCT
  • RNG
  • S
  • ESTC
  • AMD
Sylebra Capital LLC's Q3 2024 Portfolio
Portfolio Value 3.02 Trillion
Stocks 28
Filing on Nov 14, 2024 Q3 2024

Point72 (Difc) LTD

  • DIA
  • SPY
  • DIA
  • BRKR
  • ADBE
  • SPOT
  • CSCO
Point72 (Difc) LTD's Q3 2024 Portfolio
Portfolio Value 2.95 Trillion
Stocks 1390
Filing on Jul 27, 2023 Q2 2023

Ea Series Trust

  • XOM
  • CVX
  • SGOV
  • MSFT
  • COP
  • AAPL
  • BIL
Ea Series Trust's Q2 2023 Portfolio
Portfolio Value 2.84 Trillion
Stocks 1740