Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • VO
  • IJR
  • TFLO
  • IEFA
  • SHV
  • SCHD
Northwest Quadrant Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 439 Million
Stocks 75
Filing on Jan 30, 2025 Q4 2024

Legacy Capital Wealth Partners, LLC

  • SPY
  • WMT
  • XOM
  • JBHT
  • RDVY
  • PKW
  • RWL
Legacy Capital Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 439 Million
Stocks 337
Filing on Jan 17, 2025 Q4 2024

Granger Management LLC

  • SPY
  • ACWI
  • XLE
  • AMZN
  • QQQ
  • DKNG
  • AAPL
Granger Management LLC's Q4 2024 Portfolio
Portfolio Value 439 Million
Stocks 7
Filing on Feb 06, 2025 Q4 2024

Garrett Wealth Advisory Group, LLC

  • ET
  • EPS
  • SPYG
  • PRF
  • JHMM
  • QUS
  • SPDW
Garrett Wealth Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 439 Million
Stocks 99
Filing on Jan 15, 2025 Q4 2024

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • MDY
  • VUG
  • RSP
  • JIRE
Wealth Alliance Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 439 Million
Stocks 188
Filing on Feb 12, 2025 Q4 2024

Dld Asset Management, LP

  • ZD
  • MCHP
  • LW
  • RIVN
  • LUV
  • KDP
  • ASPN
Dld Asset Management, LP's Q4 2024 Portfolio
Portfolio Value 438 Million
Stocks 76
Filing on Jan 29, 2025 Q4 2024

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • NVDA
  • BX
  • BRK-B
  • JPM
  • AMZN
Community Bank & Trust, Waco, Texas's Q4 2024 Portfolio
Portfolio Value 438 Million
Stocks 140
Filing on Nov 03, 2023 Q3 2023

Daniels&Tansey,Llp

  • NVDA
  • MSFT
  • IVV
  • CSCO
  • BND
  • VUG
  • LLY
Daniels&Tansey,Llp's Q3 2023 Portfolio
Portfolio Value 438 Million
Stocks 29
Filing on Feb 07, 2025 Q4 2024

Summit X, LLC

  • IVV
  • AAPL
  • VONG
  • NVDA
  • QUAL
  • DFUS
  • DYNF
Summit X, LLC's Q4 2024 Portfolio
Portfolio Value 437 Million
Stocks 218
Filing on Feb 06, 2025 Q4 2024

Black Swift Group, LLC

  • SPYG
  • IWF
  • XLK
  • RSP
  • SPY
  • XLE
  • AIQ
Black Swift Group, LLC's Q4 2024 Portfolio
Portfolio Value 437 Million
Stocks 120
Filing on Nov 03, 2022 Q3 2022

Acg Wealth

  • AAPL
  • VNLA
  • COWZ
  • QGRO
  • MSFT
  • MINT
  • TOTL
Acg Wealth's Q3 2022 Portfolio
Portfolio Value 437 Million
Stocks 246
Filing on Jan 03, 2025 Q4 2024

Centre Asset Management, LLC

  • TLT
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • JNJ
Centre Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 437 Million
Stocks 57
Filing on Feb 03, 2025 Q4 2024

Satovsky Asset Management LLC

  • IVV
  • VTIP
  • AVUV
  • DUHP
  • DIHP
  • BRK-B
  • VTI
Satovsky Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 437 Million
Stocks 53
Filing on Feb 14, 2025 Q4 2024

Owls Nest Partners Ia, LLC

  • JBHT
  • TGLS
  • EPAM
  • GSHD
  • PCTY
  • ENSG
  • TBBK
Owls Nest Partners Ia, LLC's Q4 2024 Portfolio
Portfolio Value 437 Million
Stocks 16
Filing on Feb 10, 2025 Q4 2024

Privium Fund Management B.V.

  • TSLA
  • SPOT
  • SHOP
  • AMZN
  • PLTR
  • SE
  • PRQR
Privium Fund Management B.V.'s Q4 2024 Portfolio
Portfolio Value 436 Million
Stocks 64
Filing on Feb 18, 2025 Q4 2024

Pettinga Financial Advisors, LLC

  • IVV
  • QUAL
  • IVW
  • LRGF
  • EFG
  • EFV
  • PRF
Pettinga Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 436 Million
Stocks 124
Filing on Jan 15, 2025 Q4 2024

Gen Wealth Group, Inc.

  • IAU
  • SCHV
  • VUG
  • VOO
  • IEF
  • IVV
  • IWP
Gen Wealth Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 436 Million
Stocks 74
Filing on Feb 04, 2025 Q4 2024

Jfg Wealth Management, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • SCHC
  • VB
  • PDBC
Jfg Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 435 Million
Stocks 97