Largest Portfolios by Value

Filing on Jan 16, 2025 Q4 2024

Ellsworth Advisors, LLC

  • GLD
  • FTSM
  • NVDA
  • AAPL
  • PKG
  • BX
  • META
Ellsworth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 375 Million
Stocks 164
Filing on Jan 13, 2025 Q4 2024

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • MLPB
  • VOT
  • DON
Marion Wealth Management's Q4 2024 Portfolio
Portfolio Value 375 Million
Stocks 132
Filing on Feb 04, 2025 Q4 2024

Shayne & Co., LLC

  • BRK-B
  • BRK-A
  • HCA
  • SYY
  • VTI
  • AXP
  • MSFT
Shayne & Co., LLC's Q4 2024 Portfolio
Portfolio Value 375 Million
Stocks 111
Filing on Feb 06, 2025 Q4 2024

Clark Estates Inc

  • DNB
  • BAX
  • MDT
  • SNN
  • HLN
  • SONY
  • UL
Clark Estates Inc's Q4 2024 Portfolio
Portfolio Value 374 Million
Stocks 92
Filing on Jan 15, 2025 Q4 2024

Triangle Securities Wealth Management

  • JAVA
  • SCHM
  • VGT
  • MSFT
  • SLYV
  • GOOG
  • KKR
Triangle Securities Wealth Management's Q4 2024 Portfolio
Portfolio Value 374 Million
Stocks 198
Filing on Feb 03, 2025 Q4 2024

Capital City Trust CO

  • KO
  • AAPL
  • AVGO
  • MSFT
  • VOO
  • NVDA
  • GOOGL
Capital City Trust CO's Q4 2024 Portfolio
Portfolio Value 374 Million
Stocks 196
Filing on Jan 26, 2023 Q4 2022

Regent Investment Management LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • HZNP
  • JNJ
  • CVS
Regent Investment Management LLC's Q4 2022 Portfolio
Portfolio Value 373 Million
Stocks 231
Filing on Jan 28, 2025 Q4 2024

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • TSLA
  • META
  • QQQ
Newbridge Financial Services Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 1136
Filing on Feb 13, 2025 Q4 2024

Marcho Partners LLP

  • QQQ
  • MELI
  • TSM
  • NU
  • DLO
  • SHOP
  • GRAB
Marcho Partners LLP's Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 11
Filing on Jan 23, 2025 Q4 2024

Keudell

  • SCHD
  • FNDF
  • FLBL
  • VYM
  • AAPL
  • HEQT
  • DFAC
Keudell's Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 220
Filing on Jan 21, 2025 Q4 2024

Petix & Botte CO

  • IUSG
  • IUSV
  • FVD
  • SPLG
  • LMBS
  • BND
  • IJH
Petix & Botte CO's Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 123
Filing on Feb 05, 2025 Q4 2024

Kinsale Capital Group, Inc.

  • VTI
  • VOO
  • WMT
  • JPM
  • AAPL
  • V
  • ORCL
Kinsale Capital Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 37
Filing on Apr 05, 2023 Q1 2023

Stillwater Investment Management, LLC

  • IVV
  • IWR
  • IWM
  • AAPL
  • XLK
  • XLE
  • XLF
Stillwater Investment Management, LLC's Q1 2023 Portfolio
Portfolio Value 372 Million
Stocks 82
Filing on Nov 14, 2024 Q3 2024

Hamilton Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • GCOW
  • EDV
  • VFH
Hamilton Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 107
Filing on Feb 14, 2025 Q4 2024

Turim 21 Investimentos Ltda.

  • SPY
  • RSP
  • IWM
  • VALE
  • MSFT
  • AMZN
  • GOOG
Turim 21 Investimentos Ltda.'s Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 84
Filing on Feb 06, 2025 Q4 2024

Lisanti Capital Growth, LLC

  • QTWO
  • ROAD
  • XMTR
  • FIX
  • RH
  • FRPT
  • BOOT
Lisanti Capital Growth, LLC's Q4 2024 Portfolio
Portfolio Value 371 Million
Stocks 111
Filing on Feb 11, 2025 Q4 2024

Bridge City Capital, LLC

  • STRL
  • ENSG
  • GMED
  • ATEN
  • LMAT
  • GBCI
  • PFGC
Bridge City Capital, LLC's Q4 2024 Portfolio
Portfolio Value 371 Million
Stocks 108
Filing on Jan 13, 2025 Q4 2024

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VO
  • LRGF
  • DFAT
  • DFAX
Conrad Siegel Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 371 Million
Stocks 46