Largest Portfolios by Value

Filing on Jan 30, 2025 Q4 2024

Autumn Glory Partners, LLC

  • VOO
  • OKE
  • SPY
  • MSFT
  • DGRO
  • BRK-B
  • WMB
Autumn Glory Partners, LLC's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 216
Filing on Feb 13, 2025 Q4 2024

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • AAPL
New England Professional Planning Group Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 48
Filing on Nov 21, 2024 Q3 2024

Chelsea Counsel CO

  • AAPL
  • VYM
  • MSFT
  • GOOG
  • GOOGL
  • COST
  • XOM
Chelsea Counsel CO's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 199
Filing on Jan 24, 2025 Q4 2024

Robbins Farley LLC

  • NVDA
  • SCHD
  • AMZN
  • AVGO
  • MSFT
  • TJX
  • AAPL
Robbins Farley LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 158
Filing on Jan 13, 2025 Q4 2024

Quad Cities Investment Group, LLC

  • AAPL
  • JAAA
  • FPE
  • RSP
  • IJH
  • AMZN
  • DGRO
Quad Cities Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 179
Filing on Jan 29, 2025 Q4 2024

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • LLY
  • IGM
  • MA
Aft, Forsyth & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 126
Filing on Nov 14, 2024 Q3 2024

Ncm Capital Management, LLC

  • NVDA
  • DIVO
  • TPL
  • AAPL
  • MSFT
  • JEPI
  • AVUV
Ncm Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 165
Filing on Jan 14, 2025 Q4 2024

Clarus Wealth Advisors

  • SPY
  • MGK
  • AAPL
  • COWZ
  • XLK
  • SPLG
  • IJH
Clarus Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 119
Filing on Jan 23, 2024 Q4 2023

Gilfoyle & CO LLC

  • BRK-B
  • GOOGL
  • AAPL
  • CAT
  • WM
  • CNI
Gilfoyle & CO LLC's Q4 2023 Portfolio
Portfolio Value 200 Million
Stocks 6
Filing on Jan 31, 2025 Q4 2024

Tkg Advisors, LLC

  • SPY
  • VTV
  • QQQ
  • MDY
  • IJR
  • CGXU
  • AVGO
Tkg Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 90
Filing on Jan 22, 2025 Q4 2024

Investment Planning Advisors, Inc.

  • SPLG
  • CGCP
  • CGUS
  • RWL
  • SPTM
  • QQQM
  • FBND
Investment Planning Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 63
Filing on Apr 30, 2024 Q1 2024

Derbend Asset Management

  • IVW
  • JEPI
  • IVE
  • JEPQ
  • QUAL
  • RSP
  • AAPL
Derbend Asset Management's Q1 2024 Portfolio
Portfolio Value 200 Million
Stocks 114
Filing on Apr 21, 2023 Q1 2023

Ahrens Investment Partners LLC

  • MOAT
  • FVD
  • USMV
  • AAPL
  • FDLO
  • IHI
  • GLD
Ahrens Investment Partners LLC's Q1 2023 Portfolio
Portfolio Value 200 Million
Stocks 1018
Filing on Nov 09, 2022 Q2 2022

Titus Wealth Management

  • HDV
  • AAPL
  • VNLA
  • QQQ
  • BRK-A
  • SKYY
  • IEFA
Titus Wealth Management's Q2 2022 Portfolio
Portfolio Value 200 Million
Stocks 161
Filing on Jan 28, 2025 Q4 2024

Reliant Wealth Planning

  • BIV
  • SCHD
  • ITOT
  • IWL
  • CGGO
  • VOO
  • IBTI
Reliant Wealth Planning's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 28
Filing on Jan 17, 2025 Q4 2024

Private Wealth Group, LLC

  • SPLG
  • BIL
  • SPYV
  • BRK-B
  • RSP
  • SPMD
  • SPSM
Private Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 65
Filing on Nov 14, 2024 Q3 2024

Js Capital Management LLC

  • PACK
Js Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 199 Million
Stocks 1