Largest Portfolios by Value
Filing on Aug 14, 2023
Q2 2023
Kemper Corp Master Retirement Trust
- VCLT
- IGLB
Filing on Nov 14, 2024
Q3 2024
Starwood Capital Group Management, L.L.C.
- FR
- MAA
- NXRT
- EQR
- CPT
- VRE
- SMRT
Filing on Nov 15, 2024
Q3 2024
Mosaic Financial Group, LLC
- VIG
- IVV
- MSFT
- UNP
- T
- AAPL
- CHTR
Filing on Jan 23, 2025
Q4 2024
Brown Financial Advisory
- SPLG
- VB
- DFAR
- IWB
- SPDW
- SPEM
- VONE
Filing on Nov 14, 2024
Q3 2024
Ally Bridge Group (Ny) LLC
- INSM
- TARS
- MRUS
- BPMC
- SRPT
- XENE
- LBPH
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 30, 2025
Q4 2024
Erickson Financial Group, LLC
- CGDV
- MGK
- ESGU
- QQQ
- IWO
- QQQJ
- VCIT
Filing on Feb 11, 2025
Q4 2024
Norwood Investment Partners, LP
- APG
- DSGR
- ALIT
- PAR
- TFII
- FA
- FLYW
Filing on Jan 16, 2025
Q4 2024
Ervin Investment Management, LLC
- BRK-B
- MSFT
- AAPL
- SPTM
- L
- GOOGL
- VBR
Filing on Jan 21, 2025
Q4 2024
Filing on Nov 13, 2024
Q3 2024
Filing on Feb 04, 2025
Q4 2024
Pinnacle West Asset Management, Inc.
- MSFT
- AAPL
- AMZN
- NVDA
- JPM
- UNH
- HD
Filing on Nov 08, 2024
Q3 2024
Alp Invest Partners B.V.
- NABL
- SWI
- PDD
- AVGO
- MDGL
- DNUT
- HOOD
Filing on Nov 01, 2024
Q3 2024
Mach 1 Financial Group, LLC
- FIXD
- WMT
- SDVY
- BUFR
- RDVY
- UCON
- JEPQ
Filing on Jan 15, 2025
Q4 2024
Krs Capital Management, LLC
- NVDA
- AAPL
- AMD
- FTNT
- LLY
- PRCT
- AVGO
Filing on Feb 07, 2025
Q4 2024
Filing on Jul 23, 2024
Q2 2024
Spotlight Asset Group, Inc.
- AAPL
- ACIO
- IVV
- META
- DRSK
- IVE
- AMZN
Filing on Nov 13, 2024
Q3 2024
River Glades Family Offices LLC
- IVV
- IJH
- VEA
- VWO
- XLK
- AGG
- FLRN