Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Sequent Planning LLC

  • GLD
  • TIP
  • VTI
  • XJUN
  • QMAR
  • SHY
  • AMZN
Sequent Planning LLC's Q3 2024 Portfolio
Portfolio Value 290 Billion
Stocks 146
Filing on Oct 22, 2024 Q3 2024

Ausbil Investment Management LTD

  • PEG
  • AMT
  • NEE
  • TRP
  • ETR
  • NGG
  • CCI
Ausbil Investment Management LTD's Q3 2024 Portfolio
Portfolio Value 290 Billion
Stocks 81
Filing on Oct 28, 2024 Q3 2024

Fonville Wealth Management LLC

  • DFAU
  • BND
  • VUSB
  • AVUV
  • DFAI
  • AVLV
  • AVEM
Fonville Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 289 Billion
Stocks 116
Filing on Oct 08, 2024 Q3 2024

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DFAR
  • DFSD
  • DIHP
Great Oak Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 289 Billion
Stocks 34
Filing on Oct 17, 2024 Q3 2024

Financial Perspectives, Inc

  • MDT
  • VYM
  • AAPL
  • MSFT
  • VGT
  • BSX
  • VIG
Financial Perspectives, Inc's Q3 2024 Portfolio
Portfolio Value 288 Billion
Stocks 685
Filing on Oct 01, 2024 Q2 2024

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • PNOV
  • XAR
Buska Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 288 Billion
Stocks 58
Filing on Nov 13, 2024 Q3 2024

Allegiance Financial Group Advisory Services LLC

  • VTI
  • AVLV
  • MSFT
  • AVDV
  • DFAU
  • AVUV
  • AVIG
Allegiance Financial Group Advisory Services LLC's Q3 2024 Portfolio
Portfolio Value 287 Billion
Stocks 79
Filing on Oct 17, 2024 Q3 2024

Gilliland Jeter Wealth Management LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IWF
  • VIG
  • WMT
Gilliland Jeter Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 287 Billion
Stocks 633
Filing on Nov 14, 2024 Q3 2024

Alliancebernstein L.P.

  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOG
  • AAPL
  • V
Alliancebernstein L.P.'s Q3 2024 Portfolio
Portfolio Value 287 Billion
Stocks 3257
Filing on Nov 15, 2024 Q3 2024

Passive Capital Management, Llc.

  • VNQ
  • VTEB
  • DFAC
  • SCHO
  • AVUS
  • AVDE
  • SCHB
Passive Capital Management, Llc.'s Q3 2024 Portfolio
Portfolio Value 286 Billion
Stocks 65
Filing on Oct 24, 2024 Q3 2024

Loup Funds, LLC

  • FOUR
  • MU
  • ANET
  • META
  • VRT
  • NVDA
  • SQ
Loup Funds, LLC's Q3 2024 Portfolio
Portfolio Value 285 Billion
Stocks 23
Filing on Nov 07, 2024 Q3 2024

Beirne Wealth Consulting Services, LLC

  • AGG
  • IWD
  • VEA
  • LRGF
  • IVV
  • IEMG
  • IEF
Beirne Wealth Consulting Services, LLC's Q3 2024 Portfolio
Portfolio Value 285 Billion
Stocks 103
Filing on Nov 13, 2024 Q3 2024

Nixon Capital, LLC

  • PYPL
  • UBER
  • SLG
  • VNO
  • SONY
  • MDU
  • NU
Nixon Capital, LLC's Q3 2024 Portfolio
Portfolio Value 285 Billion
Stocks 33
Filing on Nov 12, 2024 Q3 2024

One William Street Capital Management, L.P.

  • IYR
  • HYG
  • NFE
One William Street Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 284 Billion
Stocks 5
Filing on Nov 12, 2024 Q3 2024

Sykon Capital LLC

  • USMV
  • SPLV
  • DIA
  • FDLO
  • VGLT
  • FLRN
  • XLF
Sykon Capital LLC's Q3 2024 Portfolio
Portfolio Value 283 Billion
Stocks 93
Filing on Nov 06, 2024 Q3 2024

Ria Advisory Group LLC

  • VTI
  • BIL
  • BND
  • SLV
  • TLT
  • HON
  • QQQ
Ria Advisory Group LLC's Q3 2024 Portfolio
Portfolio Value 283 Billion
Stocks 128
Filing on Oct 10, 2024 Q3 2024

Evexia Wealth LLC

  • BLK
  • HUBB
  • KLAC
  • MSFT
  • PH
  • INTU
  • ACN
Evexia Wealth LLC's Q3 2024 Portfolio
Portfolio Value 282 Billion
Stocks 66
Filing on Oct 30, 2024 Q3 2024

First Citizens Asset Management, Inc.

  • IWY
  • AGG
  • IWX
  • IEFA
  • MUB
  • IWS
  • IEMG
First Citizens Asset Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 281 Billion
Stocks 30