Largest Portfolios by Value

Filing on Jan 15, 2025 Q4 2024

Veery Capital, LLC

  • SCHG
  • SCHV
  • IDEV
  • VUG
  • VTV
  • BND
  • MUB
Veery Capital, LLC's Q4 2024 Portfolio
Portfolio Value 262 Million
Stocks 91
Filing on Feb 06, 2025 Q4 2024

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • VB
  • VTI
  • VGT
  • VV
  • BND
  • VO
  • VCR
Centered Wealth LLC Dba Miller Equity Capital Advisors's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 56
Filing on Feb 04, 2025 Q4 2024

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FRME
  • EVBN
  • HBNC
  • FNB
  • FISI
Pl Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 29
Filing on Feb 12, 2025 Q4 2024

Agur Provident & Training Funds Management LTD

  • SPLG
  • IVV
  • VOO
  • ITB
  • NVDA
  • MA
  • AMZN
Agur Provident & Training Funds Management LTD's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 20
Filing on Jan 16, 2025 Q4 2024

Seven Post Investment Office LP

  • VNQ
  • SPY
  • EQR
  • SHV
  • VTI
  • PLD
  • ELS
Seven Post Investment Office LP's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Investor'S Fiduciary Advisor Network, LLC

  • MSFT
  • AAPL
  • SCHD
  • QQQ
  • AMZN
  • BIL
  • QUAL
Investor'S Fiduciary Advisor Network, LLC's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 199
Filing on Feb 10, 2025 Q4 2024

Gray Wealth Management Inc.

  • VIG
  • VUG
  • IVV
  • VB
  • AAPL
  • VO
  • MGC
Gray Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 132
Filing on Feb 10, 2025 Q4 2024

Argent Advisors, Inc.

  • IEFA
  • IJH
  • ISTB
  • IWM
  • SHY
  • DGRO
  • IVV
Argent Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 136
Filing on Nov 14, 2023 Q3 2023

Brahman Capital Corp.

  • CLVT
  • GDDY
  • WBD
  • DLTR
  • USFD
  • VRT
  • VST
Brahman Capital Corp.'s Q3 2023 Portfolio
Portfolio Value 261 Million
Stocks 20
Filing on Feb 13, 2025 Q4 2024

Gator Capital Management, LLC

  • HOOD
  • FCNCA
  • UMBF
  • AX
  • SLM
  • JXN
  • GPN
Gator Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 70
Filing on Feb 05, 2025 Q4 2024

Providence First Trust CO

  • FLRN
  • AGG
  • MINT
  • LQD
  • VCLT
  • VGIT
  • VCSH
Providence First Trust CO's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 104
Filing on Feb 14, 2025 Q4 2024

Seven Springs Wealth Group, LLC

  • DGRO
  • CI
  • IBDU
  • IBDS
  • FNDF
  • FNDA
  • FNDE
Seven Springs Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 77
Filing on Jan 23, 2025 Q4 2024

Colton Groome Financial Advisors, LLC

  • IVV
  • EFA
  • AGG
  • EEM
  • IJH
  • AAPL
  • QLTA
Colton Groome Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 119
Filing on Feb 13, 2025 Q4 2024

Iron Bridge Private Wealth, LLC

  • NVDA
  • IWM
  • IJH
  • AMLP
  • JPST
  • GLD
  • SPY
Iron Bridge Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 82
Filing on Nov 14, 2023 Q3 2023

Ribbit Capital Gp Ii, Ltd.

  • HOOD
Ribbit Capital Gp Ii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 260 Million
Stocks 1
Filing on Feb 13, 2025 Q4 2024

Gpi Capital, L.P.

  • ZETA
  • LZ
  • BASE
  • GRAB
Gpi Capital, L.P.'s Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 4
Filing on Nov 14, 2022 Q3 2022

Apoletto LTD

  • LYEL
  • XPEV
  • RLX
  • HOOD
  • ABNB
  • COIN
  • JD
Apoletto LTD's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 16
Filing on Jan 30, 2025 Q4 2024

Arcus Capital Partners, LLC

  • DFH
  • KO
  • DVY
  • IJH
  • IVV
  • QQQ
  • SPY
Arcus Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 51