Largest Portfolios by Value

Filing on Oct 04, 2024 Q3 2024

Zrc Wealth Management, LLC

  • IUSB
  • FNDX
  • IUSG
  • AVDE
  • VO
  • SCHX
  • AAPL
Zrc Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 233 Billion
Stocks 479
Filing on Oct 21, 2024 Q3 2024

Waterway Wealth Management, LLC

  • EFA
  • DLN
  • IVV
  • DFSV
  • FHLC
  • IJR
  • MUB
Waterway Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 233 Billion
Stocks 73
Filing on Nov 12, 2024 Q3 2024

Beacon Bridge Wealth Partners, LLC

  • SPY
  • QUAL
  • MBB
  • VUG
  • VOO
  • VTV
  • IVV
Beacon Bridge Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 233 Billion
Stocks 87
Filing on Nov 12, 2024 Q3 2024

Canopy Partners, LLC

  • VTI
  • AAPL
  • SPY
  • IEFA
  • MSFT
  • MDY
  • IWR
Canopy Partners, LLC's Q3 2024 Portfolio
Portfolio Value 232 Billion
Stocks 210
Filing on Nov 14, 2024 Q3 2024

Atlas Wealth LLC

  • RSP
  • USBPRH
  • AAPL
  • BMLPRH
  • PG
  • MSFT
  • GSPRA
Atlas Wealth LLC's Q3 2024 Portfolio
Portfolio Value 232 Billion
Stocks 82
Filing on Nov 13, 2024 Q3 2024

Invenio Wealth Partners LLC

  • DHS
  • SPDW
  • DGRW
  • JMUB
  • SCHG
  • DON
  • IQDG
Invenio Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 231 Billion
Stocks 98
Filing on Nov 14, 2024 Q3 2024

En Cap Energy Capital Fund X, L.P.

  • DVN
En Cap Energy Capital Fund X, L.P.'s Q3 2024 Portfolio
Portfolio Value 231 Billion
Stocks 1
Filing on Oct 24, 2024 Q3 2024

Barrett & Company, Inc.

  • VTI
  • USMV
  • IVW
  • NVDA
  • ILCV
  • IVV
  • AAPL
Barrett & Company, Inc.'s Q3 2024 Portfolio
Portfolio Value 231 Billion
Stocks 579
Filing on Oct 30, 2024 Q3 2024

Socha Financial Group, LLC

  • SCHB
  • CAPE
  • QQQ
  • JEPQ
  • COWZ
  • FXL
  • IBM
Socha Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 230 Billion
Stocks 23
Filing on Oct 15, 2024 Q3 2024

25 LLC

  • VBR
  • VXUS
  • VSS
  • VCIT
  • VTV
  • VUG
  • VGIT
25 LLC's Q3 2024 Portfolio
Portfolio Value 230 Billion
Stocks 54
Filing on Nov 05, 2024 Q3 2024

Rakuten Securities, Inc.

  • NVDA
  • SMCI
  • TSLA
  • PLTR
  • LLY
  • MSTR
  • MU
Rakuten Securities, Inc.'s Q3 2024 Portfolio
Portfolio Value 230 Billion
Stocks 713
Filing on Nov 14, 2024 Q3 2024

Ruggaard & Associates LLC

  • CGCP
  • JPST
  • CGDV
  • IBHF
  • VO
  • IBDQ
  • MOAT
Ruggaard & Associates LLC's Q3 2024 Portfolio
Portfolio Value 230 Billion
Stocks 133
Filing on Nov 13, 2024 Q3 2024

Gen Wealth Partners Inc

  • SPLG
  • IVW
  • DYNF
  • IVV
  • QUAL
  • EFG
  • EFV
Gen Wealth Partners Inc's Q3 2024 Portfolio
Portfolio Value 229 Billion
Stocks 670
Filing on Oct 16, 2024 Q3 2024

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DISV
  • DFIC
Sensible Money, LLC's Q3 2024 Portfolio
Portfolio Value 229 Billion
Stocks 86
Filing on Oct 10, 2024 Q3 2024

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • VWO
  • VEA
  • IJH
  • DFAR
  • IJR
Crestmont Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 229 Billion
Stocks 118
Filing on Nov 08, 2024 Q3 2024

Highland Peak Capital, LLC

  • IWM
  • CZR
  • OI
  • FIP
  • UAL
  • CSTM
  • AL
Highland Peak Capital, LLC's Q3 2024 Portfolio
Portfolio Value 229 Billion
Stocks 20
Filing on Oct 29, 2024 Q3 2024

Retirement Financial Solutions, LLC

  • SPLG
  • QQQM
  • SPYV
  • VBR
  • VO
  • SPSM
  • IEF
Retirement Financial Solutions, LLC's Q3 2024 Portfolio
Portfolio Value 228 Billion
Stocks 40
Filing on Oct 31, 2024 Q3 2024

Lakeshore Financial Planning, Inc.

  • IVV
  • VOO
  • PULS
  • XLF
  • SCHD
  • DFAT
  • DFIV
Lakeshore Financial Planning, Inc.'s Q3 2024 Portfolio
Portfolio Value 227 Billion
Stocks 74