Largest Portfolios by Value
Filing on Jan 17, 2025
Q4 2024
Wall Street Access Asset Management, LLC
- IVV
- BRK-A
- MSFT
- AAPL
- BRK-B
- AMZN
- GOOG
Filing on Feb 03, 2025
Q4 2024
Seafarer Capital Partners, LLC
- ABEV
- BAP
- BUD
- ITUB
- XP
- KOF
- ARCO
Filing on Feb 05, 2025
Q4 2024
Anfield Capital Management, LLC
- SPY
- XLC
- QQQ
- XLK
- AESR
- SMH
- XLV
Filing on Jan 24, 2025
Q4 2024
Rba Wealth Management, LLC
- AVGO
- AAPL
- GOOGL
- MSFT
- AZO
- CMI
- V
Filing on Jan 28, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
American Assets Capital Advisers, LLC
- NFE
- FIP
- EQIX
- AMT
- MGM
- WYNN
- DLR
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
Oldfather Financial Services, LLC
- VOO
- MDY
- IWM
- SPY
- IWF
- AGG
- IWD
Filing on Feb 13, 2025
Q4 2024
Beaconlight Capital, LLC
- DMRC
- CCOI
- QDEL
- REZI
- LNG
- SABR
- TNDM
Filing on Feb 07, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Bourne Lent Asset Management Inc
- AAPL
- MSFT
- ADBE
- GOOG
- GOOGL
- IDXX
- ISRG
Filing on Feb 11, 2025
Q4 2024
Bishop & CO Investment Management, LLC
- VTV
- VUG
- VCIT
- IEFA
- IWP
- IWS
- VBR
Filing on Jan 15, 2025
Q4 2024
True Wealth Advisors, LLC
- SPY
- ACIO
- QQQ
- SDVY
- DBEF
- DRSK
- SCHD
Filing on Nov 14, 2023
Q3 2023
Ah Equity Partners Lsv Iii, L.L.C.
- DASH
- IOT
- SQ
Filing on Feb 14, 2025
Q4 2024
Filing on Jul 30, 2024
Q2 2024
Filing on Feb 14, 2025
Q4 2024
Honeycomb Asset Management LP
- NVDA
- AMZN
- MSFT
- DELL
- ORCL
- MRVL
- UBER