Largest Portfolios by Value

Filing on Oct 09, 2024 Q3 2024

Castle Rock Wealth Management, LLC

  • KO
  • NVDA
  • AAPL
  • MSFT
  • CVX
  • TFLO
  • AMZN
Castle Rock Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 400 Million
Stocks 242
Filing on Feb 04, 2025 Q4 2024

Canton Hathaway, LLC

  • BRK-A
  • VOO
  • AGG
  • GLD
  • EFA
  • MSFT
  • GOOG
Canton Hathaway, LLC's Q4 2024 Portfolio
Portfolio Value 400 Million
Stocks 248
Filing on Feb 14, 2025 Q4 2024

Poehling Capital Management, Inc.

  • BRK-B
  • FRFHF
  • MKL
  • AAPL
  • CNNE
  • SCHW
  • GOOG
Poehling Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 400 Million
Stocks 135
Filing on Feb 12, 2025 Q4 2024

Charles Lim Capital LTD

  • HDB
  • SE
  • EL
  • TSM
  • IBN
  • V
Charles Lim Capital LTD's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 6
Filing on Jan 30, 2025 Q4 2024

Quadrant Private Wealth Management, LLC

  • NVDA
  • META
  • SPLG
  • GOOG
  • SPY
  • RC
  • SNOW
Quadrant Private Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 242
Filing on Feb 07, 2025 Q4 2024

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • DGRO
  • PHYS
  • GOOGL
  • DVY
Schwarz Dygos Wheeler Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 159
Filing on Feb 14, 2025 Q4 2024

Waterford Advisors, LLC

  • BRK-A
  • IVV
  • VUG
  • VTV
  • VEA
  • SCHA
  • VWO
Waterford Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 46
Filing on Jan 28, 2025 Q4 2024

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • JMEE
  • SPAB
  • IVV
  • JEPI
Advisory Resource Group's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 158
Filing on Jan 14, 2025 Q4 2024

Essex Savings Bank

  • AAPL
  • CVX
  • XOM
  • ADP
  • MSFT
  • BRK-A
  • JNJ
Essex Savings Bank's Q4 2024 Portfolio
Portfolio Value 398 Million
Stocks 551
Filing on Jan 17, 2025 Q4 2024

Aspire Private Capital, LLC

  • VUG
  • FISR
  • VEA
  • SPY
  • VTEB
  • VTV
  • SPAB
Aspire Private Capital, LLC's Q4 2024 Portfolio
Portfolio Value 398 Million
Stocks 165
Filing on Jan 29, 2025 Q4 2024

Hemington Wealth Management

  • VTI
  • AAPL
  • DFCF
  • DFAU
  • VXUS
  • VTV
  • DFAC
Hemington Wealth Management's Q4 2024 Portfolio
Portfolio Value 398 Million
Stocks 1793
Filing on Feb 10, 2025 Q4 2024

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

  • QQQ
  • SPY
  • XLF
  • XLI
  • EPI
  • XLV
  • SMH
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD's Q4 2024 Portfolio
Portfolio Value 397 Million
Stocks 60
Filing on Feb 07, 2025 Q4 2024

Westchester Capital Management, Inc.

  • AAPL
  • MSFT
  • BRK-B
  • WMT
  • CAT
  • GOOGL
  • JPM
Westchester Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 397 Million
Stocks 41
Filing on Jan 23, 2025 Q4 2024

Peavine Capital, LLC

  • GOVT
  • SPY
  • AAPL
  • CAT
  • DFAS
  • DFUS
  • JNJ
Peavine Capital, LLC's Q4 2024 Portfolio
Portfolio Value 397 Million
Stocks 10
Filing on Jan 03, 2025 Q4 2024

Waller Financial Planning Group, Inc

  • IVV
  • SPMD
  • SPSM
  • SPDW
  • OMFL
  • SPAB
  • IGEB
Waller Financial Planning Group, Inc's Q4 2024 Portfolio
Portfolio Value 397 Million
Stocks 69
Filing on Feb 10, 2025 Q4 2024

Mascoma Wealth Management LLC

  • IVV
  • AGG
  • VEA
  • FBND
  • IUSG
  • JPST
  • SHV
Mascoma Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 396 Million
Stocks 514
Filing on Jan 21, 2025 Q4 2024

Presima Inc.

  • EQIX
  • PLD
  • GLPI
  • BRX
  • VTR
  • INVH
  • UDR
Presima Inc.'s Q4 2024 Portfolio
Portfolio Value 396 Million
Stocks 51
Filing on Feb 14, 2025 Q4 2024

Bluescape Energy Partners LLC

  • EVRG
  • REPX
  • NRG
Bluescape Energy Partners LLC's Q4 2024 Portfolio
Portfolio Value 395 Million
Stocks 5