Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Dymon Asia Capital (Singapore) Pte. Ltd.

  • BA
  • SPY
  • ASML
  • BA
  • BZ
  • DG
  • MSTR
Dymon Asia Capital (Singapore) Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 416 Million
Stocks 109
Filing on Feb 14, 2025 Q4 2024

Silverarc Capital Management, LLC

  • NUVL
  • MRUS
  • INSM
  • VRNA
  • AKRO
  • VCYT
  • ERAS
Silverarc Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 416 Million
Stocks 61
Filing on Jan 13, 2025 Q4 2024

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • MDY
  • VB
Peddock Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 415 Million
Stocks 156
Filing on Feb 04, 2025 Q4 2024

New World Advisors LLC

  • TJX
  • IVV
  • AAPL
  • IGSB
  • AMZN
  • MSFT
  • ARKK
New World Advisors LLC's Q4 2024 Portfolio
Portfolio Value 415 Million
Stocks 74
Filing on Feb 14, 2025 Q4 2024

United American Securities Inc. (D

  • BRK-B
  • AMZN
  • MSFT
  • COST
  • META
  • AAPL
  • TSM
United American Securities Inc. (D's Q4 2024 Portfolio
Portfolio Value 415 Million
Stocks 15
Filing on Feb 14, 2025 Q4 2024

Whalerock Point Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • V
  • AMZN
  • JPM
Whalerock Point Partners, LLC's Q4 2024 Portfolio
Portfolio Value 414 Million
Stocks 186
Filing on Feb 07, 2025 Q4 2024

Bender Robert & Associates

  • NVDA
  • AAPL
  • ISRG
  • AMZN
  • META
  • MELI
  • LULU
Bender Robert & Associates's Q4 2024 Portfolio
Portfolio Value 414 Million
Stocks 46
Filing on Feb 10, 2025 Q4 2024

Clearstead Trust, LLC

  • QQQ
  • QLD
  • MSFT
  • AAPL
  • BIL
  • NVDA
  • AMZN
Clearstead Trust, LLC's Q4 2024 Portfolio
Portfolio Value 414 Million
Stocks 430
Filing on Jan 31, 2025 Q4 2024

Tbh Global Asset Management, LLC

  • AAPL
  • IVV
  • DGRO
  • BRK-B
  • VYM
  • IJR
  • AGG
Tbh Global Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 414 Million
Stocks 224
Filing on Jan 21, 2025 Q4 2024

Affiance Financial, LLC

  • VOO
  • AGG
  • VTI
  • VEA
  • IEFA
  • AAPL
  • VXF
Affiance Financial, LLC's Q4 2024 Portfolio
Portfolio Value 414 Million
Stocks 104
Filing on Feb 13, 2025 Q4 2024

Kelly Lawrence W & Associates Inc

  • AAPL
  • GOOGL
  • COST
  • AMD
  • BR
  • GNRC
  • COF
Kelly Lawrence W & Associates Inc's Q4 2024 Portfolio
Portfolio Value 413 Million
Stocks 238
Filing on Feb 14, 2025 Q4 2024

Morse Asset Management, Inc

  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • AVGO
  • HD
Morse Asset Management, Inc's Q4 2024 Portfolio
Portfolio Value 413 Million
Stocks 335
Filing on Jan 15, 2025 Q4 2024

First National Bank Of Mount Dora, Trust Investment Services

  • SPY
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • TMUS
  • ABBV
First National Bank Of Mount Dora, Trust Investment Services's Q4 2024 Portfolio
Portfolio Value 412 Million
Stocks 228
Filing on Jan 08, 2024 Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • SPY
  • SPAB
  • VGSH
  • TLH
  • QQQ
  • SCHO
  • SCHF
Traverso Chambers Private Wealth Management, LLC's Q4 2023 Portfolio
Portfolio Value 411 Million
Stocks 123
Filing on Jan 27, 2025 Q4 2024

Long Run Wealth Advisors, LLC

  • USIG
  • FIXD
  • IEFA
  • XLK
  • VYM
  • EFV
  • XLV
Long Run Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 411 Million
Stocks 98
Filing on Jan 28, 2025 Q4 2024

Benedict Financial Advisors Inc

  • AAPL
  • MSFT
  • MO
  • CSCO
  • JNJ
  • BIL
  • RTX
Benedict Financial Advisors Inc's Q4 2024 Portfolio
Portfolio Value 410 Million
Stocks 123
Filing on Feb 03, 2025 Q4 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • VOO
  • VEA
  • DFAR
  • VGT
  • AVSC
  • SCHM
  • XSOE
Elwood & Goetz Wealth Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 408 Million
Stocks 100
Filing on Jan 21, 2025 Q4 2024

Marshall Financial Group LLC

  • OBND
  • HTRB
  • JEPQ
  • JBBB
  • AAPL
  • SCHR
  • LGOV
Marshall Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 408 Million
Stocks 218