Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Wisconsin Capital Management LLC

  • NVDA
  • AAPL
  • GOOGL
  • MSFT
  • V
  • MA
  • AMZN
Wisconsin Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 47
Filing on Jan 13, 2025 Q4 2024

Threadgill Financial, LLC

  • VT
  • AZO
  • MA
  • V
  • AMZN
  • LOW
  • UNP
Threadgill Financial, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 47
Filing on Feb 12, 2025 Q4 2024

Cincinnati Casualty CO

  • MSFT
  • ADP
  • DOV
  • CMI
  • ENB
  • HON
  • JPM
Cincinnati Casualty CO's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 24
Filing on Feb 06, 2025 Q4 2024

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • Z
  • VOO
  • OMCL
  • WIX
Avory & Company, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 29
Filing on Feb 11, 2025 Q4 2024

Atlas Wealth LLC

  • RSP
  • AAPL
  • PG
  • MSFT
  • GOOG
  • AIRR
  • DEUS
Atlas Wealth LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 95
Filing on Nov 14, 2024 Q3 2024

Krensavage Asset Management, LLC

  • UTHR
  • EXEL
  • CAH
  • BIIB
  • ENTA
  • JAZZ
  • BNTX
Krensavage Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 13
Filing on Nov 14, 2024 Q3 2024

Pharo Management, Inc.

  • EMB
  • HYG
Pharo Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 2
Filing on May 11, 2023 Q1 2023

Clear Perspectives Financial Planning, LLC

  • PG
  • VYM
  • RSP
  • VTV
  • VOO
  • SGOV
  • VIG
Clear Perspectives Financial Planning, LLC's Q1 2023 Portfolio
Portfolio Value 178 Million
Stocks 197
Filing on Feb 05, 2025 Q4 2024

University Of Maryland Foundation, Inc.

  • VTI
  • ITOT
  • VBR
  • IEMG
  • VPL
  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 8
Filing on Jan 23, 2025 Q4 2024

Emc Capital Management

  • VOO
  • QQQ
  • GOOG
  • AMZN
  • VUG
  • NVDA
  • SFM
Emc Capital Management's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 287
Filing on Feb 04, 2025 Q4 2024

Shariaportfolio, Inc.

  • TSLA
  • SPUS
  • MSTR
  • SPSK
  • SMLR
  • SPRE
  • CLSK
Shariaportfolio, Inc.'s Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 26
Filing on Feb 12, 2025 Q4 2024

Madison International Realty Holdings, LLC

  • VRE
  • PLYM
Madison International Realty Holdings, LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 2
Filing on Jan 23, 2025 Q4 2024

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • IJR
  • UPS
  • IWP
  • IEFA
  • FTEC
Southern Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 74
Filing on Feb 11, 2025 Q4 2024

Paragon Capital Management LLC

  • AAPL
  • IWB
  • MSFT
  • COST
  • CASY
  • AMZN
  • COP
Paragon Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 53
Filing on Jan 15, 2025 Q4 2024

Constitution Capital LLC

  • MSFT
  • JPM
  • AAPL
  • HD
  • WMT
  • PEP
  • XLV
Constitution Capital LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 56
Filing on Jan 23, 2025 Q4 2024

Masso Torrence Wealth Management Inc.

  • NVDA
  • AAPL
  • XMHQ
  • FNDX
  • QQQ
  • DGRW
  • JEPI
Masso Torrence Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 99
Filing on Jan 17, 2025 Q4 2024

Ivc Wealth Advisors LLC

  • VUG
  • AAPL
  • JEPI
  • COWZ
  • SCHV
  • JAAA
  • USIG
Ivc Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 177 Million
Stocks 151
Filing on Feb 11, 2025 Q4 2024

Dcf Advisers, LLC

  • MU
  • ARGX
  • GOOG
  • ITCI
  • AMZN
  • REGN
  • ORCL
Dcf Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 177 Million
Stocks 87