Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Aufman Associates Inc

  • VB
  • VOO
  • VEA
  • STX
  • VOT
  • IVV
  • BRK-B
Aufman Associates Inc's Q4 2024 Portfolio
Portfolio Value 148 Million
Stocks 59
Filing on Feb 03, 2025 Q4 2024

Lakeside Advisors, Inc.

  • MSFT
  • BRK-B
  • COST
  • PG
  • VTI
  • USB
  • NUE
Lakeside Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 148 Million
Stocks 63
Filing on Nov 14, 2024 Q3 2024

Jacobs Asset Management, LLC

  • SII
  • AMRK
  • FCNCA
  • ALL
  • CCB
  • BPOP
  • QNST
Jacobs Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 148 Million
Stocks 30
Filing on Jul 31, 2023 Q2 2023

Bms Financial Advisors, LLC

  • IVV
  • QQEW
  • DLN
  • SPTI
  • SPGP
  • IUSB
  • BSV
Bms Financial Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 148 Million
Stocks 113
Filing on Nov 13, 2024 Q3 2024

Indus Capital Partners, LLC

  • HDB
  • BEKE
  • GDS
  • CTSH
Indus Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 148 Million
Stocks 5
Filing on Jan 28, 2025 Q4 2024

Robinson Value Management, Ltd.

  • VCSH
  • SPTL
  • MTB
  • WFC
  • GLW
  • MDT
  • QCOM
Robinson Value Management, Ltd.'s Q4 2024 Portfolio
Portfolio Value 148 Million
Stocks 75
Filing on Jan 17, 2025 Q4 2024

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • ADBE
  • TMO
  • META
  • QCOM
  • ADP
  • ORCL
R.H. Dinel Investment Counsel, Inc.'s Q4 2024 Portfolio
Portfolio Value 148 Million
Stocks 42
Filing on Jan 15, 2025 Q4 2024

Andrews, Lucia Wealth Management LLC

  • DFAC
  • DFUV
  • DFAT
  • DFAX
  • DFIV
  • DFAS
  • DFAI
Andrews, Lucia Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 26
Filing on Jan 30, 2025 Q4 2024

W.H. Cornerstone Investments Inc.

  • VTI
  • BNDX
  • VCIT
  • AAPL
  • AMZN
  • MSFT
  • VCSH
W.H. Cornerstone Investments Inc.'s Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 118
Filing on Feb 04, 2025 Q4 2024

Minerva Advisors LLC

  • GLDD
  • EML
  • TG
  • VIRC
  • ESCA
  • ATRO
  • KEQU
Minerva Advisors LLC's Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 105
Filing on Feb 05, 2025 Q4 2024

Muzinich & Co., Inc.

  • ARCC
  • MAIN
  • BXSL
  • FSK
  • GBDC
  • HTGC
  • TSLX
Muzinich & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 59
Filing on Feb 07, 2025 Q4 2024

Retirement Solution Inc.

  • DFUS
  • DUHP
  • DFSV
  • DFAC
  • MSFT
  • DFEV
  • DEHP
Retirement Solution Inc.'s Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 49
Filing on Jan 23, 2025 Q4 2024

West Bancorporation Inc

  • IWF
  • IWD
  • WTBA
  • IWR
  • VOO
  • IVV
  • SPY
West Bancorporation Inc's Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 95
Filing on Nov 12, 2024 Q3 2024

Round Hill Asset Management

  • SPGI
  • AMGN
  • CMCSA
  • MRK
  • DIS
  • NVO
  • NDAQ
Round Hill Asset Management's Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 60
Filing on Feb 06, 2025 Q4 2024

Heronetta Management, L.P.

  • EPD
  • ET
  • MPLX
  • OKE
  • WMB
  • WES
  • ENB
Heronetta Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 24
Filing on Feb 04, 2025 Q4 2024

Granite Shares Advisors LLC

  • MSFT
  • AVGO
  • GOOGL
  • META
  • LLY
  • GNL
  • GSBD
Granite Shares Advisors LLC's Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 90
Filing on Oct 21, 2024 Q3 2024

Jade Capital Advisors, LLC

  • ALK
  • SPR
  • WGO
  • BA
  • JCI
  • OEC
  • AAL
Jade Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 98
Filing on Nov 14, 2024 Q3 2024

Evergreen Wealth Solutions, LLC

  • GSLC
  • JEPQ
  • AGG
  • NVDA
  • AAPL
  • MSFT
  • IBDP
Evergreen Wealth Solutions, LLC's Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 112