Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Spinnaker Investment Group, LLC

  • DFAU
  • DGRW
  • SCHD
  • DFAI
  • MSFT
  • STOT
  • DFCF
Spinnaker Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 93
Filing on Jan 24, 2025 Q4 2024

Fsm Wealth Advisors, LLC

  • JMST
  • JAVA
  • BOND
  • VTI
  • VT
  • IJH
  • JPIB
Fsm Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 194
Filing on Feb 12, 2025 Q4 2024

Mint Tower Capital Management B.V.

  • AAPL
  • AAPL
  • UBER
  • HES
  • GRNDWS
  • SMAR
  • CSCO
Mint Tower Capital Management B.V.'s Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 151
Filing on Feb 12, 2025 Q4 2024

Wescap Management Group, Inc.

  • RSP
  • VCIT
  • DBEF
  • FNDF
  • IAU
  • AAPL
  • IHDG
Wescap Management Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 95
Filing on Jan 28, 2025 Q4 2024

Polunin Capital Partners LTD

  • JD
  • BRFS
  • YMM
  • BABA
  • STNE
  • ATHM
  • CIG
Polunin Capital Partners LTD's Q4 2024 Portfolio
Portfolio Value 404 Million
Stocks 25
Filing on Feb 12, 2025 Q4 2024

Symetra Investment Management CO

  • VTI
  • SRLN
  • HYG
  • LYB
  • AMPY
Symetra Investment Management CO's Q4 2024 Portfolio
Portfolio Value 404 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • COST
  • IWV
  • GOOGL
  • JPM
  • AMZN
Ipswich Investment Management Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 403 Million
Stocks 186
Filing on Feb 13, 2025 Q4 2024

Broadleaf Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOG
  • SCHF
Broadleaf Partners, LLC's Q4 2024 Portfolio
Portfolio Value 403 Million
Stocks 77
Filing on Feb 12, 2025 Q4 2024

Dorsey Wright & Associates

  • NVDA
  • LLY
  • EVR
  • DECK
  • CEG
  • AXON
  • SFM
Dorsey Wright & Associates's Q4 2024 Portfolio
Portfolio Value 403 Million
Stocks 130
Filing on Jan 16, 2025 Q4 2024

Rezny Wealth Management, Inc.

  • VUG
  • IVV
  • SMH
  • XLK
  • XLV
  • FLOT
  • JEPI
Rezny Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 403 Million
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Francis Financial, Inc.

  • VOO
  • META
  • BIV
  • VUG
  • VCLT
  • VYM
  • IVOO
Francis Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 151
Filing on Feb 12, 2025 Q4 2024

Pinpoint Asset Management LTD

  • YMM
  • TSLA
  • PDD
  • EDU
  • NVDA
  • TAL
  • TCOM
Pinpoint Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 94
Filing on Jan 13, 2025 Q4 2024

Bcs Wealth Management

  • VOO
  • SCHX
  • BSCP
  • BSCQ
  • SPYG
  • VCSH
  • SPYV
Bcs Wealth Management's Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 256
Filing on Jan 15, 2025 Q4 2024

Chemistry Wealth Management LLC

  • VGSH
  • BRK-B
  • AAPL
  • GOOG
  • AXP
  • IAU
  • VTIP
Chemistry Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 182
Filing on Jan 23, 2025 Q4 2024

Valicenti Advisory Services Inc

  • SCHX
  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • ISRG
  • JPM
Valicenti Advisory Services Inc's Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 72
Filing on Feb 12, 2025 Q4 2024

Bedell Frazier Investment Counseling, LLC

  • AAPL
  • GLD
  • AMZN
  • GOOGL
  • UTF
  • MSFT
  • LMT
Bedell Frazier Investment Counseling, LLC's Q4 2024 Portfolio
Portfolio Value 402 Million
Stocks 107
Filing on Jan 31, 2025 Q4 2024

Burke & Herbert Bank & Trust CO

  • SPY
  • MSFT
  • AAPL
  • IJR
  • IJH
  • RSP
  • XOM
Burke & Herbert Bank & Trust CO's Q4 2024 Portfolio
Portfolio Value 401 Million
Stocks 447
Filing on Feb 13, 2025 Q4 2024

First Commonwealth Financial Corp

  • IVV
  • EFA
  • IWM
  • AAPL
  • FCF
  • XBAP
  • MSFT
First Commonwealth Financial Corp 's Q4 2024 Portfolio
Portfolio Value 401 Million
Stocks 308