Largest Portfolios by Value

Filing on Jan 28, 2025 Q4 2024

Omc Financial Services LTD

  • AAPL
  • NVDA
  • MA
  • V
  • MSFT
  • GLD
  • ABBV
Omc Financial Services LTD's Q4 2024 Portfolio
Portfolio Value 235 Million
Stocks 63
Filing on Jan 24, 2025 Q4 2024

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q4 2024 Portfolio
Portfolio Value 235 Million
Stocks 75
Filing on Feb 11, 2025 Q4 2024

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • JPST
  • VO
  • GOOGL
  • BSV
  • MSFT
Houlihan Financial Resource Group, Ltd.'s Q4 2024 Portfolio
Portfolio Value 235 Million
Stocks 103
Filing on Jan 24, 2025 Q4 2024

Stableford Capital Ii LLC

  • SHV
  • BIL
  • GOOGL
  • SGOV
  • AMZN
  • MSFT
  • META
Stableford Capital Ii LLC's Q4 2024 Portfolio
Portfolio Value 235 Million
Stocks 125
Filing on Feb 06, 2025 Q4 2024

Carmel Capital Partners, LLC

  • USFR
  • HD
  • PLTR
  • FLOT
  • LEN
  • PFXF
  • BSCR
Carmel Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 145
Filing on Jan 22, 2025 Q4 2024

Next Level Private LLC

  • RDVY
  • JPM
  • DUSA
  • FDL
  • SPY
  • GE
  • AAPL
Next Level Private LLC's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 132
Filing on Jan 17, 2025 Q4 2024

Independent Wealth Network Inc.

  • SPYG
  • SPLG
  • CAT
  • JPST
  • SPYV
  • AAPL
  • ACWI
Independent Wealth Network Inc.'s Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 236
Filing on Jan 28, 2025 Q4 2024

Coastal Investment Advisors, Inc.

  • AAPL
  • NVDA
  • AMZN
  • TSLA
  • MSFT
  • GOOG
  • OXLC
Coastal Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 339
Filing on Feb 14, 2025 Q4 2024

Virtus ETF Advisers LLC

  • OCCI
  • APP
  • PLTR
  • HYG
  • JNK
  • ECC
  • AXON
Virtus ETF Advisers LLC's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 462
Filing on Jan 24, 2025 Q4 2024

Jacobsen Capital Management

  • VEA
  • VUG
  • VTV
  • VBR
  • VBK
  • AAPL
  • SCHF
Jacobsen Capital Management's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 95
Filing on Feb 12, 2025 Q4 2024

United Bank

  • HYGV
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • NFRA
  • XLK
United Bank's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 108
Filing on Feb 14, 2025 Q4 2024

Blue Owl Capital Holdings LP

  • PLRX
  • CGEM
  • ORCC
  • CNDT
  • EVCM
  • LRMR
  • HLLY
Blue Owl Capital Holdings LP's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 80
Filing on Feb 10, 2025 Q4 2024

Intrepid Financial Planning Group LLC

  • IVV
  • SPY
  • IWF
  • PGX
  • AAPL
  • LLY
  • XLK
Intrepid Financial Planning Group LLC's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 122
Filing on Feb 13, 2025 Q4 2024

Cvs Health Corp

  • SPY
  • PRU
  • HCAT
Cvs Health Corp's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 3
Filing on Jan 30, 2025 Q4 2024

Topel & Distasi Wealth Management, LLC

  • VTV
  • VUG
  • IEFA
  • GOVT
  • LQD
  • IJR
  • BNDX
Topel & Distasi Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 234 Million
Stocks 78
Filing on Feb 07, 2025 Q4 2024

Eos Management, L.P.

  • SPY
  • APP
  • BRK-B
  • AAPL
  • MSFT
  • AMZN
  • META
Eos Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 233 Million
Stocks 40
Filing on Jan 16, 2025 Q4 2024

Capital Wealth Management, LLC

  • VUG
  • SPSB
  • VTV
  • NANR
  • SPEM
  • FBND
  • VBR
Capital Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 233 Million
Stocks 41
Filing on Nov 14, 2024 Q3 2024

Brick & Kyle, Associates

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • VB
  • AMD
Brick & Kyle, Associates's Q3 2024 Portfolio
Portfolio Value 233 Million
Stocks 55