Largest Portfolios by Value

Filing on Jan 15, 2025 Q4 2024

Alm First Financial Advisors, LLC

  • VOO
  • TRTY
  • GMOM
  • BND
  • VAMO
  • SYLD
  • SCHP
Alm First Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 435 Million
Stocks 27
Filing on Feb 12, 2025 Q4 2024

Highbridge Capital Management LLC

  • HES
  • ALE
  • SUM
  • FYBR
  • AMED
  • HCP
  • K
Highbridge Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 435 Million
Stocks 304
Filing on May 14, 2024 Q1 2024

Ml & R Wealth Management LLC

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • DFAC
  • IWB
Ml & R Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 435 Million
Stocks 70
Filing on Jan 24, 2025 Q4 2024

Wespac Advisors So Cal, LLC

  • AVGO
  • MSFT
  • SMH
  • AAPL
  • IGIB
  • AMZN
  • WMT
Wespac Advisors So Cal, LLC's Q4 2024 Portfolio
Portfolio Value 435 Million
Stocks 99
Filing on Jan 29, 2025 Q4 2024

Single Point Partners, LLC

  • IVV
  • IJH
  • AGG
  • IJR
  • MUB
  • IWB
  • VO
Single Point Partners, LLC's Q4 2024 Portfolio
Portfolio Value 434 Million
Stocks 81
Filing on Feb 14, 2025 Q4 2024

Camelot Capital Partners, LLC

  • CVNA
  • ZG
Camelot Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 434 Million
Stocks 2
Filing on Jan 15, 2025 Q4 2024

Perkins Coie Trust CO

  • VO
  • VEA
  • MSFT
  • AAPL
  • VONG
  • IVW
  • VTV
Perkins Coie Trust CO's Q4 2024 Portfolio
Portfolio Value 434 Million
Stocks 299
Filing on Feb 14, 2025 Q4 2024

Dynamo Internacional Gestao De Recursos Ltda.

  • MELI
  • NU
  • MELI
  • RIO
  • VALE
  • NU
  • VTEX
Dynamo Internacional Gestao De Recursos Ltda.'s Q4 2024 Portfolio
Portfolio Value 434 Million
Stocks 9
Filing on Jan 16, 2025 Q4 2024

Leonard Rickey Investment Advisors P.L.L.C.

  • IJH
  • FNDX
  • VTI
  • VEU
  • VTIP
  • BND
  • VCSH
Leonard Rickey Investment Advisors P.L.L.C.'s Q4 2024 Portfolio
Portfolio Value 434 Million
Stocks 108
Filing on Feb 13, 2025 Q4 2024

Exos Asset Management LLC

  • JWSMWS
  • TGAAW
  • FNVTW
  • EVGRW
  • ATEKWS
  • FLAGWS
  • PPYAW
Exos Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 39
Filing on Jan 31, 2025 Q4 2024

Key F Inancial Inc

  • AAPL
  • DNL
  • DOL
  • SLYV
  • GOVT
  • MSFT
  • BUFR
Key F Inancial Inc's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 1385
Filing on Feb 14, 2025 Q4 2024

Tri Locum Partners LP

  • TEVA
  • ZBH
  • ARGX
  • NTRA
  • INSP
  • STVN
  • AXSM
Tri Locum Partners LP's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 28
Filing on Feb 14, 2025 Q4 2024

Rhino Investment Partners, Inc

  • BPOP
  • TFC
  • CFG
  • ASB
  • LC
  • HOPE
  • WAL
Rhino Investment Partners, Inc's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 48
Filing on Jan 13, 2025 Q4 2024

Ignite Planners, LLC

  • SCHG
  • BUFR
  • AAPL
  • NVDA
  • MSFT
  • PULS
  • SKYY
Ignite Planners, LLC's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 302
Filing on Jan 16, 2025 Q4 2024

Cambridge Advisors Inc.

  • VOO
  • BND
  • VEA
  • IJH
  • BNDX
  • MSFT
  • VTI
Cambridge Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 168
Filing on Feb 13, 2025 Q4 2024

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • TELA
  • EYPT
  • MNOV
  • RVNC
Essex Woodlands Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 7
Filing on Feb 03, 2025 Q4 2024

Ashford Advisors, LLC

  • IVV
  • VTI
  • FNDX
  • SCHX
  • SCHB
  • ACWI
  • ESGV
Ashford Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 15
Filing on Feb 06, 2025 Q4 2024

Bcm Advisors, LLC

  • BIV
  • GLD
  • DFAU
  • VTI
  • TLT
  • DGRW
  • CATH
Bcm Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 432 Million
Stocks 70