Largest Portfolios by Value

Filing on Jan 15, 2025 Q4 2024

Kaye Capital Management

  • IVV
  • VTV
  • QQQ
  • PID
  • IOO
  • BSCP
  • FVD
Kaye Capital Management's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 39
Filing on Nov 15, 2024 Q3 2024

Orion Capital Management LLC

  • SGOV
  • IVV
  • AAPL
  • AVUS
  • DSTL
  • VIG
  • AMZN
Orion Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 139
Filing on Nov 15, 2024 Q3 2024

Financial Avengers, Inc.

  • AAPL
  • NVDA
  • AMZN
  • BRK-B
  • GOOG
  • AXP
  • SCHW
Financial Avengers, Inc.'s Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 177
Filing on Jan 27, 2025 Q4 2024

Win Advisors, Inc

  • QGRO
  • XMMO
  • IWY
  • VONG
  • FBCG
  • FTC
  • SPMO
Win Advisors, Inc's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 54
Filing on Jan 14, 2025 Q4 2024

Towerpoint Wealth, LLC

  • VUG
  • VTV
  • VCIT
  • VO
  • VEA
  • VBK
  • VBR
Towerpoint Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 81
Filing on Feb 10, 2025 Q4 2024

Freemont Management S.A.

  • NVDA
  • AAPL
  • RACE
  • META
  • MSFT
  • GOOGL
  • MSI
Freemont Management S.A.'s Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 81
Filing on Feb 03, 2025 Q4 2024

Verger Capital Management LLC

  • AGG
  • SPY
  • ACWI
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 14
Filing on Jan 30, 2025 Q4 2024

Autumn Glory Partners, LLC

  • VOO
  • OKE
  • SPY
  • MSFT
  • DGRO
  • BRK-B
  • WMB
Autumn Glory Partners, LLC's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 216
Filing on Feb 13, 2025 Q4 2024

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • AAPL
New England Professional Planning Group Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 48
Filing on Nov 21, 2024 Q3 2024

Chelsea Counsel CO

  • AAPL
  • VYM
  • MSFT
  • GOOG
  • GOOGL
  • COST
  • XOM
Chelsea Counsel CO's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 199
Filing on Jan 24, 2025 Q4 2024

Robbins Farley LLC

  • NVDA
  • SCHD
  • AMZN
  • AVGO
  • MSFT
  • TJX
  • AAPL
Robbins Farley LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 158
Filing on Jan 13, 2025 Q4 2024

Quad Cities Investment Group, LLC

  • AAPL
  • JAAA
  • FPE
  • RSP
  • IJH
  • AMZN
  • DGRO
Quad Cities Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 179
Filing on Jan 29, 2025 Q4 2024

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • LLY
  • IGM
  • MA
Aft, Forsyth & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 126
Filing on Nov 14, 2024 Q3 2024

Ncm Capital Management, LLC

  • NVDA
  • DIVO
  • TPL
  • AAPL
  • MSFT
  • JEPI
  • AVUV
Ncm Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 165
Filing on Jan 14, 2025 Q4 2024

Clarus Wealth Advisors

  • SPY
  • MGK
  • AAPL
  • COWZ
  • XLK
  • SPLG
  • IJH
Clarus Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 119
Filing on Feb 15, 2025 Q4 2024

Founders Fund Growth Management, LLC

  • OPEN
Founders Fund Growth Management, LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 1
Filing on Jan 23, 2024 Q4 2023

Gilfoyle & CO LLC

  • BRK-B
  • GOOGL
  • AAPL
  • CAT
  • WM
  • CNI
Gilfoyle & CO LLC's Q4 2023 Portfolio
Portfolio Value 200 Million
Stocks 6