Largest Portfolios by Value

Filing on Oct 07, 2024 Q3 2024

Chapin Davis, Inc.

  • AAPL
  • NVDA
  • MSFT
  • IVV
  • GOOGL
  • JPM
  • AMZN
Chapin Davis, Inc.'s Q3 2024 Portfolio
Portfolio Value 309 Billion
Stocks 233
Filing on Oct 24, 2024 Q3 2024

All Gen Financial Advisors, Inc.

  • BND
  • JCPB
  • VTI
  • IAU
  • VGSH
  • VEU
  • TLH
All Gen Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 308 Billion
Stocks 40
Filing on Nov 14, 2024 Q3 2024

Ftv Management Company, L.P.

  • ENFN
Ftv Management Company, L.P.'s Q3 2024 Portfolio
Portfolio Value 308 Billion
Stocks 1
Filing on Nov 14, 2024 Q3 2024

Elevatus Welath Management

  • SPSM
  • VOO
  • MSFT
  • TNA
  • VUG
  • VTV
  • META
Elevatus Welath Management's Q3 2024 Portfolio
Portfolio Value 306 Billion
Stocks 101
Filing on Nov 14, 2024 Q3 2024

Point72 Italy, S.R.L.

  • NVDA
  • TSM
  • AMD
  • AVGO
  • NFLX
  • ADI
  • TXN
Point72 Italy, S.R.L.'s Q3 2024 Portfolio
Portfolio Value 306 Billion
Stocks 32
Filing on Oct 31, 2024 Q3 2024

Heritage Wealth Management, Inc.

  • PG
  • AAPL
  • MSFT
  • USB
  • LLY
  • JPM
  • WMT
Heritage Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 305 Billion
Stocks 229
Filing on Nov 07, 2024 Q3 2024

Absolute Gestao De Investimentos Ltda.

  • HCP
  • AGR
  • AXNX
  • STNE
  • SWN
  • AY
  • PAGS
Absolute Gestao De Investimentos Ltda.'s Q3 2024 Portfolio
Portfolio Value 305 Billion
Stocks 43
Filing on Oct 01, 2024 Q3 2024

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • VTWO
  • QUAL
  • MTUM
Global Wealth Strategies & Associates's Q3 2024 Portfolio
Portfolio Value 304 Billion
Stocks 373
Filing on Nov 14, 2024 Q3 2024

Prevatt Capital LTD

  • CARG
  • ALSN
  • CME
  • HRB
  • KDP
  • BKNG
  • DEO
Prevatt Capital LTD's Q3 2024 Portfolio
Portfolio Value 304 Billion
Stocks 13
Filing on Oct 31, 2024 Q3 2024

Channel Wealth LLC

  • CARY
  • AAPL
  • MSFT
  • MINT
  • GTO
  • GIGB
  • NVDA
Channel Wealth LLC's Q3 2024 Portfolio
Portfolio Value 304 Billion
Stocks 164
Filing on Oct 17, 2024 Q3 2024

Precedent Wealth Partners, LLC

  • VTI
  • DON
  • IJH
  • IVV
  • VEA
  • EFA
  • SDY
Precedent Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 303 Billion
Stocks 142
Filing on Nov 14, 2024 Q3 2024

Arohi Asset Management Pte Ltd.

  • SE
  • GLBE
  • ILMN
  • FTNT
Arohi Asset Management Pte Ltd.'s Q3 2024 Portfolio
Portfolio Value 303 Billion
Stocks 5
Filing on Oct 30, 2024 Q3 2024

Fiduciary Family Office, LLC

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • JEPI
  • META
  • VB
Fiduciary Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 303 Billion
Stocks 201
Filing on Aug 13, 2024 Q2 2024

Inspire Trust Co, N.A.

  • EFA
  • SPY
  • EEM
  • VSS
  • MSFT
  • AAPL
  • SPYG
Inspire Trust Co, N.A.'s Q2 2024 Portfolio
Portfolio Value 303 Billion
Stocks 112
Filing on Nov 12, 2024 Q3 2024

Fielder Capital Group LLC

  • COPX
  • IAU
  • SLVP
  • TPL
  • XLE
  • REFI
  • IAUM
Fielder Capital Group LLC's Q3 2024 Portfolio
Portfolio Value 303 Billion
Stocks 215
Filing on Nov 01, 2024 Q3 2024

Gsg Advisors LLC

  • VTI
  • VYM
  • AAPL
  • SCHB
  • SCHD
  • QUAL
  • MSFT
Gsg Advisors LLC's Q3 2024 Portfolio
Portfolio Value 302 Billion
Stocks 110
Filing on Nov 06, 2024 Q3 2024

Envestnet Asset Management Inc

  • IVV
  • IUSB
  • VOO
  • QUAL
  • VEA
  • AGG
  • IVW
Envestnet Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 302 Billion
Stocks 4216
Filing on Nov 14, 2024 Q3 2024

Slotnik Capital, LLC

  • HCP
  • FYBR
  • K
  • MRO
  • HES
  • HTLF
  • VSTO
Slotnik Capital, LLC's Q3 2024 Portfolio
Portfolio Value 302 Billion
Stocks 20