Largest Portfolios by Value

Filing on Feb 06, 2025 Q4 2024

Beam Wealth Advisors, Inc.

  • IVV
  • SHY
  • RAAX
  • EMXC
  • NVDA
  • AAPL
  • IUSV
Beam Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 104
Filing on Jan 17, 2025 Q4 2024

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • ETN
  • JPM
  • GOOGL
  • PANW
  • GS
Wells Trecaso Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 111
Filing on Jan 17, 2025 Q4 2024

Proquility Private Wealth Partners, LLC

  • IEMG
  • IEFA
  • VGT
  • VB
  • XLV
  • XLY
  • XLC
Proquility Private Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 88
Filing on Feb 18, 2025 Q4 2024

Bck Capital Management LP

  • EDR
  • AMED
  • EDR
  • X
  • ACI
  • X
  • X
Bck Capital Management LP's Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 70
Filing on Feb 21, 2025 Q4 2024

Tfg Asset Management Gp LTD

  • PATH
  • HYG
  • KGEIF
  • AUTL
  • CXM
  • INFA
  • LYFT
Tfg Asset Management Gp LTD's Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 28
Filing on Jan 14, 2025 Q4 2024

Truefg, LLC

  • SPDW
  • IJH
  • SPYG
  • VTV
  • SPAB
  • IJR
  • FREL
Truefg, LLC's Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 53
Filing on Jan 17, 2025 Q4 2024

Trust CO Of Oklahoma

  • VGT
  • SPY
  • AAPL
  • VFH
  • VCR
  • MSFT
  • V
Trust CO Of Oklahoma's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 171
Filing on Jan 10, 2025 Q4 2024

First International Bank & Trust

  • AFIF
  • MOAT
  • SPY
  • SCHA
  • RLY
  • DXJ
  • AESR
First International Bank & Trust's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 97
Filing on Jan 03, 2025 Q4 2024

Modus Advisors, LLC

  • IAU
  • QQQM
  • AAPL
  • VTI
  • DGRO
  • USMV
  • AMZN
Modus Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 326
Filing on Jan 21, 2025 Q4 2024

Park Edge Advisors, LLC

  • LECO
  • SPHQ
  • CDX
  • BIL
  • GLD
  • STIP
  • FNA
Park Edge Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 140
Filing on Feb 14, 2025 Q4 2024

Van Den Berg Management I, Inc

  • BRK-B
  • XOM
  • PHYS
  • GOOG
  • FANG
  • LUMN
  • EQT
Van Den Berg Management I, Inc's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 109
Filing on Jan 16, 2025 Q4 2024

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • NVDA
  • SYK
  • VTI
  • PG
  • GOOG
Hall Laurie J Trustee's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 469
Filing on Jan 30, 2025 Q4 2024

State Of New Jersey Common Pension Fund E

  • ORCC
State Of New Jersey Common Pension Fund E's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 1
Filing on Jan 17, 2025 Q4 2024

D.B. Root & Company, LLC

  • JCPB
  • SCHX
  • VIG
  • SCHB
  • AAPL
  • DFAI
  • SCHG
D.B. Root & Company, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 184
Filing on Jan 31, 2025 Q4 2024

Northcape Wealth Management, LLC

  • GLD
  • JAAA
  • LQD
  • IEFA
  • AAPL
  • KMI
  • IQLT
Northcape Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 141
Filing on Jan 06, 2025 Q4 2024

Norman Fields, Gottscho Capital Management, LLC

  • COST
  • BRK-B
  • AAPL
  • V
  • AXP
  • FWONK
  • ONON
Norman Fields, Gottscho Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 58
Filing on Feb 14, 2025 Q4 2024

Freshford Capital Management, LLC

  • GOOGL
  • GDDY
  • TRMB
  • AMZN
  • WDAY
  • ZTS
  • EFX
Freshford Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 48
Filing on Jan 29, 2025 Q4 2024

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • VCSH
  • SPDW
  • TSLA
  • SCHF
  • DFSD
Gradient Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 152