Largest Portfolios by Value

Filing on Feb 04, 2025 Q4 2024

Northwest Capital Management Inc

  • SCHR
  • SCHX
  • MSFT
  • EFV
  • AAPL
  • ESGU
  • QUAL
Northwest Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 436
Filing on Feb 11, 2025 Q4 2024

Sittner & Nelson, LLC

  • AAPL
  • BRK-B
  • MSFT
  • NVDA
  • MINT
  • BRK-A
  • CGDV
Sittner & Nelson, LLC's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 493
Filing on Feb 14, 2025 Q4 2024

5 Am Venture Management, LLC

  • TRDA
  • PHVS
  • MLTX
  • VRDN
  • CNTA
  • ERAS
  • TYRA
5 Am Venture Management, LLC's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 31
Filing on Feb 14, 2025 Q4 2024

Oxbow Capital Management (Hk) LTD

  • NVDA
  • IBN
  • TCOM
  • BEKE
  • NXE
  • MMYT
  • TER
Oxbow Capital Management (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 9
Filing on Jan 21, 2025 Q4 2024

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTF
  • IBTH
  • IBTG
  • IBTI
Mkt Advisors LLC's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 150
Filing on Feb 12, 2025 Q4 2024

Joseph Group Capital Management

  • JCPB
  • SCHP
  • VXUS
  • DEW
  • CIBR
  • SCHD
  • AAPL
Joseph Group Capital Management's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 86
Filing on Feb 14, 2025 Q4 2024

American Trust Investment Advisors, LLC

  • BRK-B
  • AAPL
  • CEG
  • FLR
  • IBM
  • MSFT
  • GOOGL
American Trust Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 109
Filing on Feb 07, 2025 Q4 2024

Pcj Investment Counsel Ltd.

  • BBU
  • BIP
  • RY
  • ENB
  • URI
  • CIGI
  • SHOP
Pcj Investment Counsel Ltd.'s Q4 2024 Portfolio
Portfolio Value 225 Million
Stocks 69
Filing on Jan 13, 2025 Q4 2024

Aafmaa Wealth Management & Trust LLC

  • VCSH
  • HYG
  • SPY
  • LQD
  • IUSG
  • VIG
  • VUG
Aafmaa Wealth Management & Trust LLC's Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 117
Filing on Feb 14, 2025 Q4 2024

Core Commodity Management, LLC

  • CALM
  • HRL
  • MUR
  • INGR
  • TSN
  • ADM
  • FMC
Core Commodity Management, LLC's Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 128
Filing on Feb 14, 2025 Q4 2024

325 Capital LLC

  • APEI
  • AMEH
  • BLBD
  • BTMD
  • ATRO
  • PWFL
  • MPAA
325 Capital LLC's Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 12
Filing on Feb 14, 2025 Q4 2024

White Knight Strategic Wealth Advisors, LLC

  • BRK-B
  • NVDA
  • TSLA
  • AMZN
  • AAPL
  • JNJ
  • MSFT
White Knight Strategic Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 109
Filing on Nov 02, 2023 Q3 2023

Kcs Wealth Advisory

  • AAPL
  • JAAA
  • VGSH
  • GSST
  • IVV
  • MBB
  • META
Kcs Wealth Advisory's Q3 2023 Portfolio
Portfolio Value 224 Million
Stocks 133
Filing on Feb 13, 2025 Q4 2024

Infusive Asset Management Inc.

  • GOOGL
  • META
  • AMZN
  • WMT
  • KO
  • MA
  • PG
Infusive Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 37
Filing on Feb 07, 2025 Q4 2024

Tiemann Investment Advisors, LLC

  • AAPL
  • AGG
  • MSFT
  • IUSB
  • IEFA
  • NVDA
  • JPST
Tiemann Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 224 Million
Stocks 192
Filing on Jan 16, 2025 Q4 2024

Consolidated Capital Management, LLC

  • SPY
  • VIG
  • IYH
  • VDC
  • AMZN
  • MSFT
  • AAPL
Consolidated Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 223 Million
Stocks 36
Filing on Oct 23, 2023 Q3 2023

Wealth Advisors, Inc.

  • AAPL
  • AMZN
  • GOOGL
  • QQQ
  • MA
  • XLV
  • MSFT
Wealth Advisors, Inc.'s Q3 2023 Portfolio
Portfolio Value 223 Million
Stocks 67
Filing on Feb 10, 2025 Q4 2024

Harbour Investment Management LLC

  • MSFT
  • COST
  • AAPL
  • AMZN
  • NVO
  • AVGO
  • PCAR
Harbour Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 223 Million
Stocks 98