Largest Portfolios by Value

Filing on Feb 06, 2025 Q4 2024

Burt Wealth Advisors

  • CACI
  • SCHX
  • BIV
  • GLDM
  • SPIB
  • SPY
  • EFAV
Burt Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 395 Million
Stocks 112
Filing on Jan 29, 2025 Q4 2024

Reik & Co., LLC

  • CHD
  • CTAS
  • WSM
  • BRK-B
  • MKC
  • USB
  • NFLX
Reik & Co., LLC's Q4 2024 Portfolio
Portfolio Value 394 Million
Stocks 77
Filing on Aug 14, 2024 Q2 2024

Vantage Financial Partners Ltd., Inc.

  • SPY
  • DFAI
  • FBND
  • ITOT
  • CGGR
  • IJR
  • QQQ
Vantage Financial Partners Ltd., Inc.'s Q2 2024 Portfolio
Portfolio Value 394 Million
Stocks 103
Filing on Jan 26, 2023 Q4 2022

York Bridge Wealth Partners, LLC

  • SPY
  • AAPL
  • VYM
  • VONG
  • MSFT
  • WRB
  • JNJ
York Bridge Wealth Partners, LLC's Q4 2022 Portfolio
Portfolio Value 394 Million
Stocks 256
Filing on Jan 17, 2025 Q4 2024

First Premier Bank

  • VTI
  • AAPL
  • VTV
  • PHDG
  • VGT
  • MSFT
  • PG
First Premier Bank's Q4 2024 Portfolio
Portfolio Value 393 Million
Stocks 612
Filing on Feb 12, 2025 Q4 2024

Gardner Lewis Asset Management L P

  • NVDA
  • HTLF
  • PFC
  • AMZN
  • MA
  • AAPL
  • SMAR
Gardner Lewis Asset Management L P's Q4 2024 Portfolio
Portfolio Value 393 Million
Stocks 74
Filing on Jan 15, 2025 Q4 2024

Iam Advisory, LLC

  • NOBL
  • DGRW
  • CGCP
  • JHML
  • COWZ
  • QGRO
  • PULS
Iam Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 392 Million
Stocks 101
Filing on Jan 31, 2025 Q4 2024

Signature Securities Group Corporation

  • IVV
  • IJR
  • DGRO
  • QQQ
  • MOAT
  • AGG
  • FVD
Signature Securities Group Corporation's Q4 2024 Portfolio
Portfolio Value 392 Million
Stocks 205
Filing on Feb 14, 2025 Q4 2024

H/2 Credit Manager LP

  • VRE
  • RLJ
  • INN
  • PK
  • DHC
  • DRH
  • SHO
H/2 Credit Manager LP's Q4 2024 Portfolio
Portfolio Value 391 Million
Stocks 13
Filing on Feb 14, 2025 Q4 2024

Bdt Capital Partners, LLC

  • UA
Bdt Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 391 Million
Stocks 2
Filing on Jan 28, 2025 Q4 2024

Mfa Wealth Advisors, LLC

  • BIV
  • SCHD
  • FNDF
  • FLRN
  • IGSB
  • AVUV
  • MGV
Mfa Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 391 Million
Stocks 75
Filing on Feb 13, 2025 Q4 2024

Rather & Kittrell, Inc.

  • DFIC
  • DFCF
  • DFAC
  • DFSD
  • DFNM
  • DFEM
  • DFAR
Rather & Kittrell, Inc.'s Q4 2024 Portfolio
Portfolio Value 391 Million
Stocks 81
Filing on Feb 14, 2025 Q4 2024

Diligent Investors, LLC

  • MSFT
  • AAPL
  • SPYG
  • SPYV
  • SPDW
  • MDYG
  • MDYV
Diligent Investors, LLC's Q4 2024 Portfolio
Portfolio Value 390 Million
Stocks 363
Filing on Jan 23, 2025 Q4 2024

Old Second National Bank Of Aurora

  • IJH
  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • BSCQ
  • VNQ
Old Second National Bank Of Aurora's Q4 2024 Portfolio
Portfolio Value 390 Million
Stocks 640
Filing on Feb 13, 2025 Q4 2024

Scissortail Wealth Management, LLC

  • VTI
  • IVW
  • IVV
  • AAPL
  • QUAL
  • VEU
  • IBTF
Scissortail Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 390 Million
Stocks 123
Filing on Nov 14, 2023 Q3 2023

Akaris Global Partners, LP

  • MELI
  • APO
  • AMZN
  • CCK
  • SLB
  • TSM
  • BERY
Akaris Global Partners, LP's Q3 2023 Portfolio
Portfolio Value 390 Million
Stocks 22
Filing on Feb 14, 2025 Q4 2024

Firestone Capital Management

  • VIG
  • SPY
  • VXF
  • VTI
  • VTV
  • FNDX
  • IUSB
Firestone Capital Management's Q4 2024 Portfolio
Portfolio Value 390 Million
Stocks 153
Filing on Nov 14, 2024 Q3 2024

Susquehanna International Group Ltd.

  • HYG
  • INDA
  • EMB
  • AMZN
  • MSFT
  • NVDA
  • AAPL
Susquehanna International Group Ltd.'s Q3 2024 Portfolio
Portfolio Value 390 Million
Stocks 108