Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Institutional Venture Management Xv, LLC
- ZIP
- HIMS
- AMPL
- LVLU
Filing on Nov 03, 2022
Q3 2022
Western Financial Corporation
- EFSC
- ARWR
- GOVT
- WFC
- PACW
- AAPL
- SHYG
Filing on Jan 22, 2025
Q4 2024
Astor Investment Management LLC
- SPTM
- JAAA
- SPLG
- LONZ
- XLK
- CTA
- DBMF
Filing on Feb 23, 2024
Q4 2023
Filing on Nov 14, 2024
Q3 2024
Fort Baker Capital Management LP
- LBRDK
- SMAR
- ESGR
- K
- ANSS
- VSTO
- JNPR
Filing on Feb 11, 2025
Q4 2024
Horizon Family Wealth, Inc.
- GSLC
- VUG
- GSIE
- IVW
- BILS
- VO
- BRK-B
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Filing on Nov 07, 2024
Q3 2024
Filing on Jan 16, 2025
Q4 2024
Ahl Investment Management, Inc.
- AAPL
- JPM
- MSFT
- PFFD
- KO
- SCHB
- XOM
Filing on Jan 08, 2025
Q4 2024
Filing on Jan 16, 2025
Q4 2024
River Tree Advisors, LLC
- FTSM
- LMBS
- JAAA
- BUFR
- FTCS
- COWZ
- BUFQ
Filing on Aug 14, 2024
Q2 2024
Rain Capital Management, LLC
- IVV
- VTI
- ITOT
- VT
- IEF
- IGSB
- EFA
Filing on Aug 08, 2023
Q2 2023
Affinia Financial Group, LLC
- MOAT
- SPLG
- SHV
- TDVG
- SPY
- SPSM
- IJH
Filing on Nov 14, 2024
Q3 2024
Crabel Capital Management, LLC
- SJNK
- JNK
- TIP
- AGG
- HYG
- BND
- EMB
Filing on Nov 14, 2024
Q3 2024
Legacy Investment Solutions, LLC
- BIL
- BITO
- GBIL
- NEOV
- SVOL
- DVN
- FSK
Filing on Nov 15, 2024
Q3 2024
Legacy Wealth Managment, Llc/Id
- BIL
- BITO
- GBIL
- NEOV
- SVOL
- DVN
- FSK
Filing on Feb 03, 2025
Q4 2024
Banyan Capital Management, Inc.
- BRK-B
- MKL
- CI
- VNT
- PH
- CHTR
- AAPL