Largest Portfolios by Value

Filing on Jan 29, 2025 Q4 2024

Castellan Group

  • APP
  • MSFT
  • TGTX
  • FTNT
  • NCLH
  • BLBD
  • VSCO
Castellan Group's Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 61
Filing on Feb 11, 2025 Q4 2024

Bruce & Co., Inc.

  • ALL
  • ABBV
  • DUK
  • CMS
  • T
  • ABT
  • AER
Bruce & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 41
Filing on Jan 30, 2025 Q4 2024

Nkcfo LLC

  • AMZN
  • AEM
  • MSFT
  • AAPL
  • KMI
  • IAU
  • VTIP
Nkcfo LLC's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 105
Filing on Jan 30, 2025 Q4 2024

Accretive Wealth Partners, LLC

  • IWF
  • IJH
  • VIG
  • VYM
  • IJR
  • MSFT
  • GLDM
Accretive Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 124
Filing on Feb 14, 2025 Q4 2024

Socorro Asset Management LP

  • SRE
  • CTRA
  • TXN
  • KO
  • PFE
  • BDX
  • AMT
Socorro Asset Management LP's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 32
Filing on Feb 11, 2025 Q4 2024

Zeno Equity Partners LLP

  • DHR
  • GE
  • AMZN
  • APPF
  • DSGX
  • TXN
  • MEDP
Zeno Equity Partners LLP's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 12
Filing on Apr 15, 2024 Q1 2024

Atlas Private Wealth Management

  • SHY
  • JMST
  • LMBS
  • AAPL
  • SPY
  • XMHQ
  • GOOGL
Atlas Private Wealth Management's Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 119
Filing on Feb 10, 2025 Q4 2024

Prospect Hill Management, LLC

  • AAPL
  • TSLA
  • BAC
  • AMZN
  • ISRG
  • GOOG
  • NFLX
Prospect Hill Management, LLC's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 16
Filing on Feb 07, 2025 Q4 2024

Claris Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFUS
  • DFIV
  • DUHP
  • DISV
Claris Advisors, LLC 's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 71
Filing on Feb 13, 2025 Q4 2024

Ashburton (Jersey) LTD

  • MSFT
  • V
  • NVDA
  • GOOG
  • ETN
  • AMZN
  • ACN
Ashburton (Jersey) LTD's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 52
Filing on Feb 10, 2025 Q4 2024

1776 Wealth LLC

  • AAPL
  • AMZN
  • ADBE
  • PLTR
  • FTSM
  • MSFT
  • TSLA
1776 Wealth LLC's Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 140
Filing on Feb 06, 2025 Q4 2024

Machina Capital S.A.S.

  • LBRDK
  • TT
  • HES
  • CSCO
  • ICE
  • JNJ
  • NVDA
Machina Capital S.A.S.'s Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 265
Filing on Feb 12, 2025 Q4 2024

Hazlett, Burt & Watson, Inc.

  • AAPL
  • QQQ
  • SCHD
  • MSFT
  • AMZN
  • XOM
  • MA
Hazlett, Burt & Watson, Inc.'s Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 8840
Filing on Jan 23, 2025 Q4 2024

Alta Wealth Advisors LLC

  • SPYG
  • SPYV
  • SPMD
  • AAPL
  • NVDA
  • SPY
  • IWF
Alta Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 132
Filing on Feb 11, 2025 Q4 2024

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 1
Filing on Feb 04, 2025 Q4 2024

Acorn Wealth Advisors, LLC

  • BND
  • SCHD
  • MOAT
  • DFCF
  • MSFT
  • XLK
  • VIG
Acorn Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 235
Filing on Jan 22, 2025 Q4 2024

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • SPDW
  • JCPB
  • VIGI
  • TOTR
  • FIXD
Landmark Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 75
Filing on Jan 17, 2025 Q4 2024

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • GOOGL
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q4 2024 Portfolio
Portfolio Value 226 Million
Stocks 111