Largest Portfolios by Value

Filing on Jul 25, 2024 Q2 2024

Levy Wealth Management Group, LLC

  • VTI
  • VIG
  • BSV
  • QQQM
  • JQUA
  • SPAB
  • SPYG
Levy Wealth Management Group, LLC's Q2 2024 Portfolio
Portfolio Value 390 Million
Stocks 101
Filing on Feb 03, 2025 Q4 2024

Waterfront Wealth Inc.

  • BRK-B
  • AAPL
  • JEF
  • DFAC
  • CBSH
  • ADX
  • BGY
Waterfront Wealth Inc.'s Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 255
Filing on Nov 14, 2024 Q3 2024

Susquehanna International Securities, Ltd.

  • STLA
  • STLA
  • STLA
  • ALC
  • RACE
  • RACE
  • DB
Susquehanna International Securities, Ltd.'s Q3 2024 Portfolio
Portfolio Value 389 Million
Stocks 50
Filing on Jan 29, 2025 Q4 2024

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VYM
  • VBR
Avion Wealth's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 969
Filing on Feb 13, 2025 Q4 2024

Rr Advisors, LLC

  • ET
  • LNG
  • GEL
  • AM
  • EPD
  • MPLX
  • PAGP
Rr Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 24
Filing on Jan 28, 2025 Q4 2024

Canvas Wealth Advisors, LLC

  • AAPL
  • MSFT
  • CTOS
  • ITOT
  • GOOGL
  • IUSG
  • AMZN
Canvas Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 177
Filing on Jul 12, 2022 Q2 2022

Minot Wealth Management LLC

  • SCHD
  • AAPL
  • SPY
  • BRKB
  • MSFT
  • ABBV
  • MDYV
Minot Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 389 Million
Stocks 185
Filing on Feb 14, 2025 Q4 2024

Global Frontier Investments LLC

  • JPM
  • AXP
  • PGR
  • MA
  • BRK-A
  • USB
  • WAL
Global Frontier Investments LLC's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 20
Filing on Feb 14, 2025 Q4 2024

Hudson Executive Capital LP

  • DB
  • CTLP
  • TALK
  • LSYN
Hudson Executive Capital LP's Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Stone House Investment Management, LLC

  • IVV
  • SPY
  • IUSB
  • IVW
  • PG
  • QUAL
  • DYNF
Stone House Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 50
Filing on Jan 21, 2025 Q4 2024

Drive Wealth Management, LLC

  • IVV
  • BRK-A
  • AAPL
  • VEA
  • VWO
  • NVDA
  • MSFT
Drive Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 342
Filing on Jan 07, 2025 Q4 2024

Bank Of New Hampshire

  • AAPL
  • MSFT
  • IVV
  • GLD
  • VO
  • GOOGL
  • BRK-B
Bank Of New Hampshire's Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 22174
Filing on Feb 12, 2025 Q4 2024

Longfellow Investment Management CO LLC

  • ET
  • EPD
  • MPLX
  • PAA
  • WES
  • HESM
  • UGI
Longfellow Investment Management CO LLC's Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 280
Filing on Feb 04, 2025 Q4 2024

Sterling Investment Advisors, Ltd.

  • AAPL
  • AMZN
  • KMI
  • GMED
  • GOOGL
  • MSFT
  • NVDA
Sterling Investment Advisors, Ltd.'s Q4 2024 Portfolio
Portfolio Value 388 Million
Stocks 161
Filing on Aug 08, 2024 Q2 2024

Tmd Wealth Management, LLC

  • VTV
  • VUG
  • QUAL
  • DGRW
  • BTAL
  • IAU
  • JMBS
Tmd Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 387 Million
Stocks 56
Filing on Jan 17, 2025 Q4 2024

Tb Alternative Assets Ltd.

  • BA
  • SNAP
  • Z
  • YINN
  • AEM
  • GOOG
  • SOXL
Tb Alternative Assets Ltd.'s Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 43
Filing on Feb 14, 2025 Q4 2024

Marathon Capital Management

  • TROW
  • AAPL
  • GLW
  • AZN
  • MSFT
  • ALSN
  • FANG
Marathon Capital Management's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 155
Filing on Feb 14, 2025 Q4 2024

Humankind Investments LLC

  • HKND
  • QQQ
  • SPY
  • AAPL
  • MSFT
  • IWM
  • VT
Humankind Investments LLC's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 152