Largest Portfolios by Value

Filing on Jan 02, 2025 Q4 2024

Impac Tfolio, LLC

  • ESGV
  • ESGU
  • ESGD
  • EUSB
  • ESGE
  • SUSC
  • MUB
Impac Tfolio, LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 49
Filing on Feb 11, 2025 Q4 2024

Ivy Rock Asset Management (Hk) LTD

  • PDD
  • TSM
  • TSLA
  • CSIQ
  • YMM
  • LEGN
  • BZ
Ivy Rock Asset Management (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 23
Filing on Feb 03, 2025 Q4 2024

Clayton, Dubilier & Rice, LLC

  • AGL
  • BECN
  • FTDR
Clayton, Dubilier & Rice, LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 3
Filing on Jan 21, 2025 Q4 2024

Firethorn Wealth Partners, LLC

  • DFAC
  • IVV
  • SPLG
  • JAAA
  • IVW
  • QUAL
  • DFAU
Firethorn Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 160
Filing on Jan 28, 2025 Q4 2024

Washburn Capital Management, Inc.

  • SPY
  • MDY
  • VTI
  • QQQ
  • DIA
  • NVDA
  • AAPL
Washburn Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 55
Filing on Jan 31, 2025 Q4 2024

Davidson Trust CO

  • MSFT
  • AAPL
  • ABBV
  • COST
  • ABT
  • IVV
  • XOM
Davidson Trust CO's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 235
Filing on Feb 06, 2025 Q4 2024

Bellevue Asset Management, LLC

  • MSFT
  • AAPL
  • FIXD
  • CGGR
  • FNX
  • LMBS
  • RDVY
Bellevue Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 489
Filing on Jan 28, 2025 Q4 2024

5th Street Advisors, LLC

  • VEU
  • JSCP
  • VTI
  • LQD
  • VEA
  • VTV
  • TDTT
5th Street Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 31
Filing on Jan 15, 2025 Q4 2024

Alhambra Investment Partners LLC

  • AAPL
  • VBR
  • FNDX
  • DGRO
  • COST
  • STIP
  • SPGP
Alhambra Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 166
Filing on Jan 17, 2025 Q4 2024

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • IVW
  • EFA
  • VEA
  • SPYV
  • AAPL
Sterling Group Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 63
Filing on Jan 30, 2025 Q4 2024

Kessler Investment Group, LLC

  • AAPL
  • GOOGL
  • DELL
  • TSLA
  • DD
  • PLTR
  • GNRC
Kessler Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 185
Filing on Nov 08, 2024 Q3 2024

Resolute Capital Asset Partners LLC

  • LNTH
  • AER
  • AMZN
  • ASND
  • CEG
  • VST
  • PAR
Resolute Capital Asset Partners LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 34
Filing on Nov 14, 2024 Q3 2024

Granby Capital Management, LLC

  • SPY
  • VEU
  • TLT
  • RSP
  • BKLN
  • NUV
  • IVV
Granby Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 27
Filing on Nov 14, 2024 Q3 2024

Lsp Investment Advisors, LLC

  • XEL
  • SPY
  • ARCH
  • BATL
  • LPI
  • CHK
  • SM
Lsp Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 26
Filing on Nov 08, 2024 Q3 2024

New Potomac Partners, LLC

  • IAU
  • AAPL
  • MSFT
  • IVV
  • EMXC
  • IEI
  • ORCL
New Potomac Partners, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 152
Filing on Jan 22, 2025 Q4 2024

Joseph P. Lucia & Associates, LLC

  • AAPL
  • SMH
  • SCHB
  • NOBL
  • AMZN
  • NVDA
  • SCHG
Joseph P. Lucia & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 146
Filing on Jan 31, 2025 Q4 2024

Proactive Wealth Strategies LLC

  • FV
  • NVDA
  • TBIL
  • FVD
  • AAPL
  • FTLS
  • FXR
Proactive Wealth Strategies LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 128
Filing on Nov 14, 2024 Q3 2024

Edge Point Investment Group Inc.

  • APTV
Edge Point Investment Group Inc.'s Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 1