Largest Portfolios by Value

Filing on Nov 08, 2024 Q3 2024

Sachetta, LLC

  • IWB
  • QQQ
  • SPY
  • GNR
  • AAPL
  • FBND
  • IYM
Sachetta, LLC's Q3 2024 Portfolio
Portfolio Value 253 Billion
Stocks 1559
Filing on Oct 24, 2024 Q3 2024

Fortitude Family Office, LLC

  • AAPL
  • KNX
  • IVV
  • IDEV
  • VO
  • TIP
  • DFEM
Fortitude Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 253 Billion
Stocks 1209
Filing on Nov 14, 2024 Q3 2024

Kent Lake Pr LLC

  • PNTG
  • ZIMV
  • XPOF
  • NCR
  • EHAB
  • VMD
  • UEIC
Kent Lake Pr LLC's Q3 2024 Portfolio
Portfolio Value 252 Billion
Stocks 49
Filing on Nov 13, 2024 Q3 2024

Palogic Value Management, L.P.

  • AAPL
  • AVGO
  • BIL
  • MSFT
  • GOOG
  • XOM
  • BHP
Palogic Value Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 251 Billion
Stocks 179
Filing on Oct 25, 2024 Q3 2024

Milestones Administradora De Recursos Ltda.

  • AMZN
  • MSFT
  • NU
  • GOOGL
  • GE
  • TSM
  • OXY
Milestones Administradora De Recursos Ltda.'s Q3 2024 Portfolio
Portfolio Value 251 Billion
Stocks 29
Filing on Oct 15, 2024 Q3 2024

Watershed Private Wealth LLC

  • IVV
  • AGG
  • VUG
  • QUAL
  • EFV
  • DYNF
  • EFG
Watershed Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 251 Billion
Stocks 113
Filing on Oct 29, 2024 Q3 2024

Invesco, LLC

  • GOOG
  • ORCL
  • AMZN
  • AAPL
  • SHW
  • COST
  • TMO
Invesco, LLC's Q3 2024 Portfolio
Portfolio Value 251 Billion
Stocks 154
Filing on Nov 14, 2024 Q3 2024

Prosperity Wealth Management, Inc.

  • QLD
  • SSO
  • VOO
  • SCHX
  • QQQ
  • SCHG
  • MSFT
Prosperity Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 250 Billion
Stocks 192
Filing on Oct 22, 2024 Q3 2024

Dupree Financial Group, LLC

  • ENB
  • AGNC
  • EPPRC
  • BRK-B
  • BTI
  • CINF
  • KHC
Dupree Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 250 Billion
Stocks 72
Filing on Oct 15, 2024 Q3 2024

Cgc Financial Services, LLC

  • SCHD
  • IEFA
  • JMEE
  • AVUV
  • IMTM
  • NULV
  • IJH
Cgc Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 249 Billion
Stocks 349
Filing on Nov 12, 2024 Q3 2024

Eley Financial Management, Inc

  • AGG
  • IVV
  • IJH
  • IEI
  • NVDA
  • AAPL
  • IGLB
Eley Financial Management, Inc's Q3 2024 Portfolio
Portfolio Value 248 Billion
Stocks 67
Filing on Nov 06, 2024 Q3 2024

Tsa Wealth Managment LLC

  • SPLG
  • SCHZ
  • IVV
  • QUAL
  • IVW
  • DYNF
  • IUSB
Tsa Wealth Managment LLC's Q3 2024 Portfolio
Portfolio Value 248 Billion
Stocks 63
Filing on Nov 14, 2024 Q3 2024

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • MSFT
  • SCHM
  • SCHD
  • AMZN
Cape Investment Advisory, Inc.'s Q3 2024 Portfolio
Portfolio Value 247 Billion
Stocks 957
Filing on Oct 31, 2024 Q3 2024

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • NEE
Core Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 246 Billion
Stocks 28
Filing on Oct 23, 2024 Q3 2024

Bkm Wealth Management, LLC

  • IVE
  • MSFT
  • AAPL
  • VEA
  • IVW
  • DEUS
  • IJJ
Bkm Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 246 Billion
Stocks 160
Filing on Nov 22, 2024 Q3 2024

Eaton Financial Holdings Company, LLC

  • JEPI
  • SPYV
  • IUSV
  • DGRW
  • FTEC
  • IVV
  • USFR
Eaton Financial Holdings Company, LLC's Q3 2024 Portfolio
Portfolio Value 246 Billion
Stocks 62
Filing on Oct 23, 2024 Q3 2024

Capital Management Associates, Inc

  • SCHB
  • VOO
  • SPY
  • QQQ
  • GIS
  • HYS
  • SIVR
Capital Management Associates, Inc's Q3 2024 Portfolio
Portfolio Value 245 Billion
Stocks 108
Filing on Nov 14, 2024 Q3 2024

Flow State Investments, L.P.

  • HES
  • CPRI
  • ACI
  • AGR
  • SWN
  • K
  • ACI
Flow State Investments, L.P.'s Q3 2024 Portfolio
Portfolio Value 245 Billion
Stocks 48