Largest Portfolios by Value

Filing on Oct 10, 2024 Q3 2024

Mc Carthy & Cox

  • JCPB
  • VIG
  • FJUL
  • JPIB
  • FAUG
  • FNOV
  • BSCQ
Mc Carthy & Cox's Q3 2024 Portfolio
Portfolio Value 261 Billion
Stocks 56
Filing on Mar 30, 2023 Q4 2022

Reframe Wealth, LLC

  • SPYG
  • IWM
  • SLYG
  • MUB
  • IJK
  • EFA
  • IWV
Reframe Wealth, LLC's Q4 2022 Portfolio
Portfolio Value 260 Billion
Stocks 61
Filing on Nov 09, 2023 Q3 2023

Innovis Asset Management LLC

  • AAPL
  • NVDA
  • HES
  • CBOE
  • VRTX
  • MRK
  • COST
Innovis Asset Management LLC's Q3 2023 Portfolio
Portfolio Value 260 Billion
Stocks 153
Filing on Nov 14, 2023 Q3 2023

Ribbit Bullfrog Gp Ii, Ltd.

  • NU
  • DLO
  • SQ
  • SE
  • COIN
  • MELI
Ribbit Bullfrog Gp Ii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 258 Billion
Stocks 6
Filing on Nov 14, 2024 Q3 2024

Arosa Capital Management LP

  • TAN
  • OIH
  • OIH
  • ICLN
  • TAN
  • ICLN
  • CLNE
Arosa Capital Management LP's Q3 2024 Portfolio
Portfolio Value 258 Billion
Stocks 37
Filing on Nov 14, 2024 Q3 2024

Fact Capital, LP

  • IBN
  • ICLR
  • GOOG
  • TSM
  • PDD
  • MSFT
  • ATAT
Fact Capital, LP's Q3 2024 Portfolio
Portfolio Value 258 Billion
Stocks 18
Filing on Nov 13, 2024 Q3 2024

Orion Investment CO

  • MSFT
  • REGN
  • QCOM
  • PG
  • BPMC
  • XOM
  • IONS
Orion Investment CO's Q3 2024 Portfolio
Portfolio Value 257 Billion
Stocks 66
Filing on Nov 14, 2024 Q3 2024

Praetorian Pr LLC

  • AMRK
  • VAL
  • JOE
  • SII
  • TDW
  • RELY
  • TITN
Praetorian Pr LLC's Q3 2024 Portfolio
Portfolio Value 257 Billion
Stocks 14
Filing on Nov 13, 2024 Q3 2024

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FV
  • FTCS
  • AMD
Concentrum Wealth Management's Q3 2024 Portfolio
Portfolio Value 257 Billion
Stocks 73
Filing on Oct 07, 2024 Q3 2024

Global Financial Private Client, LLC

  • AAPL
  • SPY
  • BRK-A
  • SCHD
  • VOO
  • MSFT
  • VIG
Global Financial Private Client, LLC's Q3 2024 Portfolio
Portfolio Value 257 Billion
Stocks 807
Filing on Oct 30, 2024 Q3 2024

United Community Bank

  • BRK-B
  • IVV
  • EFA
  • MSFT
  • AAPL
  • IJH
  • VXF
United Community Bank's Q3 2024 Portfolio
Portfolio Value 256 Billion
Stocks 361
Filing on Nov 14, 2024 Q3 2024

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • AVUV
  • DFAT
True Wealth Design, LLC's Q3 2024 Portfolio
Portfolio Value 256 Billion
Stocks 1274
Filing on Nov 01, 2024 Q3 2024

Red Lighthouse Investment Management, LLC

  • AVUS
  • DFAC
  • AVUV
  • AAPL
  • AVDE
  • AVDV
  • AVES
Red Lighthouse Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 256 Billion
Stocks 105
Filing on Nov 07, 2024 Q3 2024

Mka Charitable Fund

  • ABNB
Mka Charitable Fund's Q3 2024 Portfolio
Portfolio Value 256 Billion
Stocks 1
Filing on Oct 22, 2024 Q3 2024

Rogco, LP

  • IVV
  • IEFA
  • BND
  • IAU
  • VGSH
  • SPSB
  • IJH
Rogco, LP's Q3 2024 Portfolio
Portfolio Value 255 Billion
Stocks 240
Filing on Oct 21, 2024 Q3 2024

Sweeney & Michel, LLC

  • DGRO
  • ITOT
  • AAPL
  • HDV
  • GOOG
  • SHYG
  • BRK-B
Sweeney & Michel, LLC's Q3 2024 Portfolio
Portfolio Value 254 Billion
Stocks 121
Filing on Oct 29, 2024 Q3 2024

Bear Mountain Capital, Inc.

  • VO
  • VOO
  • MUB
  • VCSH
  • SCZ
  • VEA
  • BND
Bear Mountain Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 253 Billion
Stocks 175
Filing on Oct 29, 2024 Q3 2024

Private Wealth Management Group, LLC

  • DFAC
  • VGIT
  • DFIC
  • DFSV
  • DFUS
  • MUB
  • DFEM
Private Wealth Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 253 Billion
Stocks 1509