Largest Portfolios by Value

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
Filing on Feb 06, 2025 Q4 2024

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • VUG
  • GOOGL
  • XLK
Abbot Financial Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 124
Filing on Jan 21, 2025 Q4 2024

Bryant Woods Investment Advisors, LLC

  • IVV
  • IJH
  • VOO
  • AAPL
  • IJR
  • IEMG
  • IVOO
Bryant Woods Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 49
Filing on Nov 14, 2024 Q3 2024

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • META
  • ORCL
  • DIS
  • AXP
  • GS
Dcm Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 197 Million
Stocks 52
Filing on Feb 05, 2025 Q4 2024

Davis Rea Ltd.

  • META
  • AMZN
  • TMO
  • SNPS
  • UNH
  • NET
  • GOOGL
Davis Rea Ltd.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 31
Filing on Jan 24, 2025 Q4 2024

Five Oceans Advisors

  • VGSH
  • SGOV
  • DFIP
  • DFAC
  • SCHB
  • AAPL
  • NVDA
Five Oceans Advisors's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 177
Filing on Nov 14, 2024 Q3 2024

Harvest Management LLC

  • SQSP
  • HCP
  • JNPR
  • SPR
  • HES
  • VSTO
  • K
Harvest Management LLC's Q3 2024 Portfolio
Portfolio Value 197 Million
Stocks 50
Filing on Feb 03, 2025 Q4 2024

Blackston Financial Advisory Group, LLC

  • VOO
  • MGK
  • VTI
  • VV
  • VDC
  • VIG
  • MGC
Blackston Financial Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 134
Filing on Jan 23, 2025 Q4 2024

New England Research & Management, Inc.

  • AAPL
  • GOOGL
  • CHD
  • URI
  • MSFT
  • AMZN
  • ZTS
New England Research & Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 143
Filing on Nov 14, 2024 Q3 2024

Corton Capital Inc.

  • SHOP
  • IGMS
  • EL
  • ZIM
  • CDNA
  • TRDA
  • STX
Corton Capital Inc.'s Q3 2024 Portfolio
Portfolio Value 196 Million
Stocks 469
Filing on Jan 22, 2025 Q4 2024

Cherry Creek Investment Advisors, Inc.

  • VRIG
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • TDIV
  • IBM
Cherry Creek Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 110
Filing on Feb 04, 2025 Q4 2024

Taylor Frigon Capital Management LLC

  • KRNT
  • GDYN
  • PRCT
  • NVCR
  • CVNA
  • NET
  • CYBR
Taylor Frigon Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 91
Filing on Jan 24, 2025 Q4 2024

Boit C F David

  • BRK-B
  • MSFT
  • XOM
  • V
  • AAPL
  • CAT
  • MRK
Boit C F David's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 129
Filing on May 10, 2024 Q1 2024

Van Leeuwen & Company, LLC

  • MSFT
  • GOOG
  • BRK-B
  • V
  • VRTX
  • ROST
  • HUBB
Van Leeuwen & Company, LLC's Q1 2024 Portfolio
Portfolio Value 196 Million
Stocks 88
Filing on Feb 13, 2025 Q4 2024

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • IJR
  • VTI
  • BRK-A
  • DFSV
  • IJH
Cahill Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Feb 06, 2025 Q4 2024

Menlo Advisors LLC

  • BRK-B
  • GOOG
  • GLD
  • AAPL
  • GOOGL
  • MSFT
  • QVAL
Menlo Advisors LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 29
Filing on Feb 04, 2025 Q4 2024

Miller Wealth Advisors, LLC

  • AMZN
  • AAPL
  • XOM
  • GOOG
  • MSFT
  • NVDA
  • PLTR
Miller Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 91
Filing on Nov 14, 2024 Q3 2024

Waterford Advisors, LLC

  • IVV
  • VTV
  • VUG
  • VEA
  • BSV
  • VWO
  • BND
Waterford Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 196 Million
Stocks 50