Largest Portfolios by Value

Filing on Jan 13, 2025 Q4 2024

Oak Thistle LLC

  • EPAM
  • MSFT
  • OKTA
  • WYNN
  • TSLA
  • MCK
  • ORLY
Oak Thistle LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 392
Filing on Feb 11, 2025 Q4 2024

Ballast Advisors LLC

  • SCHX
  • SCHV
  • SCHG
  • AAPL
  • SCHF
  • AGG
  • SCHO
Ballast Advisors LLC's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 161
Filing on Feb 14, 2025 Q4 2024

Bleichroeder LP

  • GLD
  • CMPO
  • SPGI
  • FNA
  • IVAC
  • SPY
  • BX
Bleichroeder LP's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 74
Filing on Feb 11, 2025 Q4 2024

Mc Collum Christoferson Group LLC

  • AAPL
  • COST
  • MSFT
  • WST
  • ECL
  • HLT
  • IT
Mc Collum Christoferson Group LLC's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 69
Filing on Oct 16, 2024 Q3 2024

Annapolis Financial Services, LLC

  • AVDE
  • VO
  • VTV
  • VTI
  • MGC
  • VOE
  • VEA
Annapolis Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 323 Million
Stocks 487
Filing on Feb 04, 2025 Q4 2024

Ironwood Wealth Management, Llc.

  • IEFA
  • VGLT
  • IEF
  • IVV
  • IEMG
  • BSCP
  • IJH
Ironwood Wealth Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 45
Filing on Feb 10, 2025 Q4 2024

Teramo Advisors, LLC

  • SPY
  • SPY
  • RYN
  • PL
  • OPER
  • IVV
  • XOM
Teramo Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 7
Filing on Feb 03, 2025 Q4 2024

Crumly & Associates Inc.

  • RDVY
  • DSTL
  • VONG
  • DGRO
  • HEFA
  • JAVA
  • VOO
Crumly & Associates Inc.'s Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 155
Filing on Feb 13, 2025 Q4 2024

Aquire Wealth Advisors, LLC

  • DFAU
  • DFAI
  • DFAE
  • SPTM
  • AGG
  • MUB
  • SPIB
Aquire Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 50
Filing on Feb 14, 2025 Q4 2024

Sarissa Capital Management LP

  • INVA
  • IRWD
  • NBIX
  • CYTK
  • GILD
  • AMRN
  • LNTH
Sarissa Capital Management LP's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 8
Filing on Feb 14, 2025 Q4 2024

Georgetown University

  • QQQ
  • GOOGL
  • BRK-B
  • AR
  • RRC
  • GRNT
  • AAPL
Georgetown University's Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 18
Filing on Feb 13, 2025 Q4 2024

La Salle St. Investment Advisors, LLC

  • SHV
  • AAPL
  • VUG
  • IUSV
  • VTV
  • IGIB
  • NVDA
La Salle St. Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 286
Filing on Jan 17, 2025 Q4 2024

Mbm Wealth Consultants, LLC

  • VUG
  • VYM
  • VOO
  • VB
  • PULS
  • JPST
  • VEA
Mbm Wealth Consultants, LLC's Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 104
Filing on Jan 13, 2025 Q4 2024

Elevated Capital Advisors, LLC

  • SPLG
  • AAPL
  • VUG
  • VEA
  • BNDX
  • MSFT
  • VTV
Elevated Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 260
Filing on Jan 27, 2023 Q4 2022

Equius Partners, Inc.

  • DFUV
  • DFAT
  • DFIV
  • DFUS
  • DISV
  • DFSV
  • DFAS
Equius Partners, Inc.'s Q4 2022 Portfolio
Portfolio Value 322 Million
Stocks 28
Filing on Feb 14, 2025 Q4 2024

3 G Capital Partners LP

  • META
  • PDD
  • MELI
  • APP
  • ADI
  • GSHD
  • CPNG
3 G Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 16
Filing on Jan 31, 2025 Q4 2024

Lorne Steinberg Wealth Management Inc.

  • RY
  • META
  • MSFT
  • GOOGL
  • BRK-B
  • CM
  • ALL
Lorne Steinberg Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 70
Filing on Feb 10, 2025 Q4 2024

Montis Financial, LLC

  • IEFA
  • AAPL
  • PFF
  • VYM
  • VCSH
  • VEA
  • RSP
Montis Financial, LLC's Q4 2024 Portfolio
Portfolio Value 322 Million
Stocks 135