Largest Portfolios by Value

Filing on Aug 15, 2023 Q2 2023

First Capital Advisors Group, Llc.

  • SSUS
  • QQQ
  • AAPL
  • GSLC
  • GLD
  • JPUS
  • ITOT
First Capital Advisors Group, Llc.'s Q2 2023 Portfolio
Portfolio Value 188 Million
Stocks 971
Filing on Feb 03, 2025 Q4 2024

Lane & Associates LLC

  • SPY
  • VTI
  • SPYG
  • EFG
  • VOOV
  • DFIV
  • MSFT
Lane & Associates LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 115
Filing on Jan 22, 2025 Q4 2024

Nvest Financial, LLC

  • IWF
  • GLD
  • AAPL
  • SPY
  • IVE
  • BRK-B
  • WMT
Nvest Financial, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 111
Filing on Jan 23, 2025 Q4 2024

Rhs Financial, LLC

  • FNDX
  • SCHB
  • FNDE
  • VTI
  • VEA
  • FNDF
  • ESGU
Rhs Financial, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 134
Filing on Nov 13, 2024 Q3 2024

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 187 Million
Stocks 5
Filing on Feb 11, 2025 Q4 2024

Wayfinding Financial, LLC

  • MSFT
  • IVV
  • NVDA
  • SPIB
  • AAPL
  • LQD
  • AGG
Wayfinding Financial, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 137
Filing on Jan 16, 2025 Q4 2024

Brookmont Capital Management

  • HD
  • JPM
  • WFC
  • AJG
  • MSFT
  • ABT
  • HON
Brookmont Capital Management's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 54
Filing on Jan 27, 2025 Q4 2024

Laurus Investment Counsel Inc.

  • PTC
  • SPGI
  • DV
  • JKHY
  • CRL
  • ASGN
  • GWRE
Laurus Investment Counsel Inc.'s Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 44
Filing on Feb 12, 2025 Q4 2024

University Of Massachusetts Foundation, Inc.

  • VTI
  • IVV
  • IEMG
  • IEFA
University Of Massachusetts Foundation, Inc.'s Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 4
Filing on Feb 04, 2025 Q4 2024

Sitrin Capital Management LLC

  • AAPL
  • WMT
  • NVDA
  • JPM
  • COST
  • AMZN
  • V
Sitrin Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 40
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Advisors LLC

  • LAMR
  • SCHD
  • AAPL
  • MSFT
  • VGT
  • VTV
  • XLE
Eudaimonia Advisors LLC's Q1 2024 Portfolio
Portfolio Value 187 Million
Stocks 161
Filing on Jan 31, 2025 Q4 2024

Plan Group Financial, LLC

  • VOO
  • COWZ
  • ACWI
  • IWR
  • DFAI
  • DFAE
  • IJR
Plan Group Financial, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 115
Filing on Nov 14, 2024 Q3 2024

Armor Advisors, L.L.C.

  • SPY
  • NMM
  • NMM
  • XP
  • FNV
  • RGLD
  • SBLK
Armor Advisors, L.L.C.'s Q3 2024 Portfolio
Portfolio Value 187 Million
Stocks 13
Filing on Feb 03, 2025 Q4 2024

Element Wealth, LLC

  • IVV
  • DIVO
  • TFLO
  • ITOT
  • SCHX
  • IJR
  • AGG
Element Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 292
Filing on Feb 10, 2025 Q4 2024

Peninsula Asset Management Inc

  • IJH
  • IJR
  • AAPL
  • CTAS
  • SPGI
  • LOW
  • MSFT
Peninsula Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 77
Filing on Jan 27, 2025 Q4 2024

Moneywise, Inc.

  • SCHX
  • ITOT
  • SPY
  • VV
  • IWV
  • IJH
  • COWZ
Moneywise, Inc.'s Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 51
Filing on Jan 24, 2025 Q4 2024

S.A. Mason LLC

  • NVDA
  • VTI
  • MSFT
  • IVV
  • AAPL
  • SPY
  • VO
S.A. Mason LLC's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 342
Filing on Jan 24, 2025 Q4 2024

Eagle Bluffs Wealth Management LLC

  • BBN
  • IDV
  • EMXC
  • NBB
  • NVDA
  • JEPI
  • NAD
Eagle Bluffs Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 74