Largest Portfolios by Value

Filing on Oct 07, 2024 Q3 2024

Sara Bay Financial

  • HLIO
  • NVDA
  • EPAM
  • LEU
  • META
  • PEG
  • INTU
Sara Bay Financial's Q3 2024 Portfolio
Portfolio Value 276 Billion
Stocks 83
Filing on Nov 12, 2024 Q3 2024

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • NVDA
  • XSD
  • SPY
  • AAPL
Mgb Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 276 Billion
Stocks 278
Filing on Oct 09, 2024 Q3 2024

Foguth Wealth Management, Llc.

  • SPY
  • QQQM
  • DIVB
  • MOAT
  • JEPI
  • DIVO
  • SPYG
Foguth Wealth Management, Llc.'s Q3 2024 Portfolio
Portfolio Value 275 Billion
Stocks 134
Filing on Nov 13, 2024 Q3 2024

Bridgewealth Advisory Group, LLC

  • BIL
  • CGSD
  • FBND
  • SPTM
  • JAAA
  • JSCP
  • SCHD
Bridgewealth Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 275 Billion
Stocks 92
Filing on Oct 31, 2024 Q3 2024

Two Point Capital Management, Inc.

  • DHI
  • MSFT
  • AAPL
  • GOOGL
  • ACN
  • ORCL
  • ETN
Two Point Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 274 Billion
Stocks 25
Filing on Oct 30, 2024 Q3 2024

Umpqua Bank

  • MSFT
  • AAPL
  • IVV
  • EMXC
  • IEMG
  • NVDA
  • IEI
Umpqua Bank's Q3 2024 Portfolio
Portfolio Value 273 Billion
Stocks 276
Filing on Oct 18, 2024 Q3 2024

New Century Financial Group, LLC

  • SPY
  • AAPL
  • MSFT
  • IVV
  • PSFF
  • VOO
  • IVW
New Century Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 273 Billion
Stocks 311
Filing on Nov 13, 2024 Q3 2024

Harmony Asset Management LLC

  • AAPL
  • CBOE
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • NVO
Harmony Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 272 Billion
Stocks 160
Filing on Oct 16, 2024 Q3 2024

Bos Asset Management, LLC

  • YEAR
  • TLT
  • SPY
  • IUSG
  • AAPL
  • DFSV
  • QUAL
Bos Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 272 Billion
Stocks 165
Filing on Oct 28, 2024 Q3 2024

Silver Coast Investments LLC

  • SCHD
  • IQLT
  • DGRO
  • AGG
  • VWO
  • BIV
  • VBR
Silver Coast Investments LLC's Q3 2024 Portfolio
Portfolio Value 272 Billion
Stocks 99
Filing on Nov 13, 2024 Q3 2024

University Of Illinois Foundation

  • SPY
  • TLT
  • KWEB
University Of Illinois Foundation's Q3 2024 Portfolio
Portfolio Value 271 Billion
Stocks 3
Filing on Oct 24, 2024 Q3 2024

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • IAGG
Kooman & Associates's Q3 2024 Portfolio
Portfolio Value 271 Billion
Stocks 46
Filing on Nov 12, 2024 Q3 2024

Viola Ventures V.C. Management 4 Ltd.

  • PGY
  • U
Viola Ventures V.C. Management 4 Ltd.'s Q3 2024 Portfolio
Portfolio Value 271 Billion
Stocks 5
Filing on Oct 18, 2024 Q3 2024

Cedrus LLC

  • VUG
  • FIXD
  • RDVY
  • FTCS
  • RDVI
  • LDSF
  • MGV
Cedrus LLC's Q3 2024 Portfolio
Portfolio Value 270 Billion
Stocks 182
Filing on Nov 14, 2024 Q3 2024

Patient Square Capital LP

  • ROIV
  • LQDA
  • CGEM
  • INSM
  • EYPT
  • NRIX
  • PHVS
Patient Square Capital LP's Q3 2024 Portfolio
Portfolio Value 269 Billion
Stocks 11
Filing on Nov 14, 2024 Q3 2024

Stone Run Capital, LLC

  • HEI
  • SPGI
  • LII
  • BRK-B
  • IT
  • ROP
  • ADSK
Stone Run Capital, LLC's Q3 2024 Portfolio
Portfolio Value 269 Billion
Stocks 70
Filing on Nov 06, 2024 Q3 2024

Northeast Financial Group, Inc.

  • SCHX
  • SCHM
  • SCHF
  • SCHD
  • SCHG
  • SCHO
  • JEPI
Northeast Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 269 Billion
Stocks 85
Filing on Nov 14, 2024 Q3 2024

Sterling Wealth Management, Inc.

  • VTI
  • DFAT
  • VEA
  • DFUV
  • DFAS
  • DFAE
  • DFAC
Sterling Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 268 Billion
Stocks 111