Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • VGIT
  • VWO
  • VGK
  • XLF
Ameraudi Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 85
Filing on Jan 13, 2025 Q4 2024

Act Advisors, Llc.

  • IVV
  • QQQM
  • DGRW
  • DFAU
  • SPHQ
  • JPST
  • SRLN
Act Advisors, Llc.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 58
Filing on Jan 31, 2025 Q4 2024

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • VTV
  • DGRW
  • LQD
  • QQQ
  • AAPL
Cresta Advisors, Ltd.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 50
Filing on Nov 13, 2023 Q3 2023

Decheng Capital Management Iii (Cayman), LLC

  • ZNTL
  • RCUS
  • TXG
  • ARGX
  • PACB
  • ILMN
  • AURA
Decheng Capital Management Iii (Cayman), LLC's Q3 2023 Portfolio
Portfolio Value 181 Million
Stocks 27
Filing on Jan 29, 2025 Q4 2024

Schear Investment Advisers, LLC

  • NVDA
  • VOO
  • QQQ
  • AVGO
  • AAPL
  • GOOGL
  • LLY
Schear Investment Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 88
Filing on Jan 07, 2025 Q4 2024

Norway Savings Bank

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PANW
  • JPM
Norway Savings Bank's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 184
Filing on Feb 12, 2025 Q4 2024

Allie Family Office LLC

  • SPY
  • EFA
  • IEFA
  • EEM
  • FEZ
  • VNQ
  • VOO
Allie Family Office LLC's Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 95
Filing on Jan 16, 2025 Q4 2024

Maltin Wealth Management, Inc.

  • YJUN
  • JAAA
  • IAU
  • PIE
  • KJUL
  • VSS
  • BAB
Maltin Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 129
Filing on Jan 07, 2025 Q4 2024

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • GBIL
  • JPUS
  • JPIN
  • SPTM
Sterneck Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 96
Filing on Feb 07, 2025 Q4 2024

Innealta Capital, LLC

  • XLF
  • JCPB
  • XLI
  • XLY
  • XLK
  • XLV
  • FLJP
Innealta Capital, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 129
Filing on Jan 16, 2025 Q4 2024

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • EES
  • IMTM
  • FNDA
  • DUHP
Shore Point Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 64
Filing on Jan 14, 2025 Q4 2024

626 Financial, LLC

  • DTD
  • SYK
  • AAPL
  • MSFT
  • AMZN
  • IWY
  • CALF
626 Financial, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 109
Filing on Jan 16, 2025 Q4 2024

Legal Advantage Investments, Inc.

  • VSEC
  • TDG
  • DIS
  • AMZN
  • FISV
  • MSFT
  • TYL
Legal Advantage Investments, Inc.'s Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 103
Filing on Feb 10, 2025 Q4 2024

Harrington Investments, Inc

  • AAPL
  • MSFT
  • GOOGL
  • NFLX
  • AMZN
  • ORCL
  • GOOG
Harrington Investments, Inc's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 81
Filing on Jan 15, 2025 Q4 2024

Grant

  • TFLO
  • GLD
  • JEPI
  • ORCL
  • JAAA
  • VOO
  • COWZ
Grant's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 139
Filing on Jan 22, 2025 Q4 2024

Axiom Financial Strategies, LLC

  • IVV
  • VO
  • VGT
  • VXUS
  • VB
  • VFH
  • VWO
Axiom Financial Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 42
Filing on Nov 12, 2024 Q3 2024

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • REET
  • JCPB
  • SCHX
  • PAYX
Cooper/Haims Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 179 Million
Stocks 85
Filing on Jan 14, 2025 Q4 2024

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • DKS
  • PKG
  • RDN
  • WSM
  • AVGO
Carolina Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 299