Largest Portfolios by Value

Filing on Jan 07, 2025 Q4 2024

Innova Wealth Partners

  • SHY
  • SPY
  • AGG
  • XLF
  • XLY
  • XLC
  • XLK
Innova Wealth Partners's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 89
Filing on Jan 27, 2025 Q4 2024

Argus Investors' Counsel, Inc.

  • AAPL
  • COST
  • NVDA
  • JPM
  • LLY
  • AMZN
  • GOOGL
Argus Investors' Counsel, Inc.'s Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 117
Filing on Jan 13, 2025 Q4 2024

Gpwm LLC

  • BND
  • VV
  • VTEB
  • VEA
  • VB
  • VTIP
  • BNDX
Gpwm LLC's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 32
Filing on Nov 14, 2024 Q3 2024

General Equity Holdings LP

  • CVNA
  • SE
  • ONEW
  • OSCR
  • LMND
  • CDLX
General Equity Holdings LP's Q3 2024 Portfolio
Portfolio Value 144 Million
Stocks 6
Filing on Jan 23, 2025 Q4 2024

Prentiss Smith & CO Inc

  • GOOG
  • CSCO
  • ABT
  • GRC
  • JNJ
  • ALC
  • CRM
Prentiss Smith & CO Inc's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 70
Filing on Nov 15, 2024 Q3 2024

Impala Asset Management LLC

  • ERO
  • BKE
  • CENX
  • WFG
  • GUSH
  • LBRT
  • AA
Impala Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 144 Million
Stocks 16
Filing on Jan 24, 2025 Q4 2024

Better Money Decisions, LLC

  • IGSB
  • SPTS
  • IEFA
  • DFAT
  • SPEM
  • IJH
  • VOO
Better Money Decisions, LLC's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 67
Filing on Jan 16, 2025 Q4 2024

Sowa Financial Group, Inc.

  • AAPL
  • IAU
  • FBCG
  • PVAL
  • SPY
  • NVDA
  • V
Sowa Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 30
Filing on Jan 30, 2025 Q4 2024

Myriad Asset Management Us LP

  • SPY
  • QQQ
  • MSFT
  • AMZN
  • META
  • NVDA
  • GOOGL
Myriad Asset Management Us LP's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 53
Filing on Nov 14, 2022 Q3 2022

Ah Equity Partners Bio Ii, L.L.C.

  • EQRX
  • NAUT
  • ERAS
  • NVTA
Ah Equity Partners Bio Ii, L.L.C.'s Q3 2022 Portfolio
Portfolio Value 144 Million
Stocks 4
Filing on Nov 14, 2024 Q3 2024

Ejf Capital LLC

  • SASR
  • MOFG
  • FCNCA
  • FHN
  • HTBI
  • GNW
  • CNNE
Ejf Capital LLC's Q3 2024 Portfolio
Portfolio Value 144 Million
Stocks 96
Filing on Jan 22, 2025 Q4 2024

Signature Wealth Management Partners, LLC

  • AAPL
  • IVE
  • JEPI
  • IYW
  • IVW
  • JAAA
  • AME
Signature Wealth Management Partners, LLC's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 102
Filing on Jan 28, 2025 Q4 2024

Pacific Wealth Strategies Group, Inc.

  • NOBL
  • PKW
  • SCHG
  • QQQ
  • AAPL
  • CHY
  • NVDA
Pacific Wealth Strategies Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 55
Filing on Jan 15, 2025 Q4 2024

In Track Investment Management Inc

  • VOO
  • MSFT
  • AAPL
  • PANW
  • PLTR
  • NVDA
  • LLY
In Track Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 107
Filing on Jan 24, 2025 Q4 2024

Lederer & Associates Investment Counsel

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • META
  • V
Lederer & Associates Investment Counsel's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 85
Filing on Aug 17, 2023 Q2 2023

Ota Financial Group L.P.

  • OXYWS
  • BKNG
  • BRK-B
  • GOOGL
  • LBRDK
Ota Financial Group L.P.'s Q2 2023 Portfolio
Portfolio Value 143 Million
Stocks 7
Filing on Nov 14, 2024 Q3 2024

Empirical Capital Management, LLC

  • ROKU
  • AMZN
  • PLTR
  • WMT
  • TJX
  • COST
  • MSFT
Empirical Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 143 Million
Stocks 14
Filing on Jan 16, 2025 Q4 2024

Sea Town Holdings Pte. Ltd.

  • AMZN
  • NVDA
  • HLT
  • WMT
  • MSFT
  • SPGI
  • LLY
Sea Town Holdings Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 17