Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

American Financial Group Inc

  • NXST
  • C
  • ACI
  • TALO
  • GM
  • ET
  • EPD
American Financial Group Inc's Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 81
Filing on Feb 10, 2025 Q4 2024

Retirement Planning CO Of New England, Inc.

  • AAPL
  • NVDA
  • QQQ
  • AMZN
  • BX
  • META
  • MSFT
Retirement Planning CO Of New England, Inc.'s Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 230
Filing on Jan 30, 2025 Q4 2024

Ams Capital Ltda

  • AMZN
  • MSFT
  • TSM
  • META
  • NU
  • PGR
  • V
Ams Capital Ltda's Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 16
Filing on Jan 23, 2025 Q4 2024

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • IGSB
  • SHYG
  • SCHF
  • BND
Powers Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 103
Filing on Nov 14, 2024 Q3 2024

Bryan Lawrence

Oakcliff Capital Partners, LP
  • IBKR
  • TDG
  • GIL
  • GWRE
  • GOOG
  • NRP
  • LGIH
Bryan Lawrence's Q3 2024 Portfolio
Portfolio Value 199 Million
Stocks 9
Filing on Oct 16, 2024 Q3 2024

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPTI
  • SPYV
  • SPDW
  • SPSM
  • SPMB
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 199 Million
Stocks 19
Filing on Jan 24, 2025 Q4 2024

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • SMH
  • IOO
  • MSFT
  • GOOGL
Bluesphere Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 199 Million
Stocks 106
Filing on Nov 19, 2024 Q3 2024

Ballentine Capital Advisors, Inc

  • DFAC
  • VEA
  • BIV
  • VOO
  • DFEM
  • BNDX
  • DFIS
Ballentine Capital Advisors, Inc's Q3 2024 Portfolio
Portfolio Value 198 Million
Stocks 29
Filing on Feb 04, 2025 Q4 2024

Ascension Capital Advisors, Inc.

  • RDVY
  • SCHX
  • ARKK
  • JPST
  • SCHA
  • SPY
  • IVW
Ascension Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 38
Filing on Jan 31, 2025 Q4 2024

Beaton Management Co. Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • JPM
  • XOM
Beaton Management Co. Inc.'s Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 134
Filing on Nov 14, 2024 Q3 2024

Bulldog Investors, LLP

  • STEW
  • GAM
  • CION
  • CET
  • TPL
  • DMF
  • PCF
Bulldog Investors, LLP's Q3 2024 Portfolio
Portfolio Value 198 Million
Stocks 141
Filing on Jan 28, 2025 Q4 2024

Mba Advisors LLC

  • BIV
  • SCHX
  • SCHG
  • IQLT
  • DGRW
  • SCHD
  • JQUA
Mba Advisors LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 128
Filing on Jan 31, 2025 Q4 2024

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • FYX
  • VIG
  • VOT
  • VONE
Hapanowicz & Associates Financial Services, Inc's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 28
Filing on Feb 13, 2025 Q4 2024

O'Rourke & Company, Inc

  • AAPL
  • BX
  • SPLV
  • XLK
  • KKR
  • NOBL
  • MSFT
O'Rourke & Company, Inc's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 147
Filing on Jan 08, 2025 Q4 2024

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • VTEB
  • IVV
  • IJR
  • XLV
  • VEA
Hilltop Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 51
Filing on Jan 16, 2025 Q4 2024

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • COST
  • HD
  • WMT
  • LOW
  • MS
Baugh & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 39
Filing on Feb 06, 2025 Q4 2024

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • VUG
  • SJNK
  • DFAT
  • JBHT
  • VGSH
Disciplined Investments, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 124
Filing on Feb 04, 2025 Q4 2024

Holistic Financial Partners

  • LLY
  • FTA
  • SCHF
  • FVD
  • FTCS
  • IWF
  • SCHE
Holistic Financial Partners's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 123