Largest Portfolios by Value

Filing on Nov 04, 2024 Q3 2024

Elevation Capital Advisory, LLC

  • MFUL
  • TMFC
  • IWY
  • KRMA
  • MOAT
  • IMCG
  • BIL
Elevation Capital Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 226 Billion
Stocks 56
Filing on Oct 18, 2024 Q3 2024

Alpha Financial Advisors, LLC

  • DFIC
  • DFAU
  • DFSV
  • XT
  • OMFL
  • FIXD
  • DFUS
Alpha Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 226 Billion
Stocks 48
Filing on Oct 28, 2024 Q3 2024

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • VNQ
  • MDYV
  • MDYG
Balanced Wealth Group LLC's Q3 2024 Portfolio
Portfolio Value 226 Billion
Stocks 66
Filing on Nov 08, 2024 Q3 2024

Anthracite Investment Company, Inc.

  • NXE
  • CPRI
  • NVDA
  • KWEB
  • GDX
  • REVG
  • CCJ
Anthracite Investment Company, Inc.'s Q3 2024 Portfolio
Portfolio Value 226 Billion
Stocks 85
Filing on Nov 12, 2024 Q3 2024

Codex Capital Asset Management L.L.C.

  • NVDA
  • MSFT
  • META
  • LLY
  • GE
  • SPY
  • AMZN
Codex Capital Asset Management L.L.C.'s Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 36
Filing on Oct 09, 2024 Q3 2024

Bwm Planning, LLC

  • DFAI
  • VTI
  • IVV
  • DFAT
  • AAPL
  • DFAE
  • DFAS
Bwm Planning, LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 76
Filing on Oct 31, 2024 Q3 2024

Slagle Financial, LLC

  • AAPL
  • MSFT
  • NVDA
  • PG
  • FDG
  • KO
  • PEP
Slagle Financial, LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 115
Filing on Nov 12, 2024 Q3 2024

Forum Private Client Group LLC

  • JCPB
  • VYM
  • DFAS
  • IWY
  • IUSB
  • DFAI
  • IXUS
Forum Private Client Group LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 74
Filing on Oct 15, 2024 Q3 2024

Tanglewood Legacy Advisors, LLC

  • IUSV
  • IUSG
  • IWR
  • IWF
  • DMAY
  • FMAY
  • IWD
Tanglewood Legacy Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 283
Filing on Oct 31, 2024 Q3 2024

Vci Wealth Management LLC

  • IAU
  • MSFT
  • VEA
  • AAPL
  • NVDA
  • JPST
  • VMBS
Vci Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 94
Filing on Oct 31, 2024 Q3 2024

Sharper & Granite LLC

  • USFR
  • XLP
  • VTI
  • XLI
  • VHT
  • DXJ
  • VTV
Sharper & Granite LLC's Q3 2024 Portfolio
Portfolio Value 224 Billion
Stocks 103
Filing on Nov 05, 2024 Q3 2024

Breakwater Investment Management

  • VTI
  • SCHB
  • VXUS
  • BND
  • MSFT
  • BNDX
  • VEU
Breakwater Investment Management's Q3 2024 Portfolio
Portfolio Value 224 Billion
Stocks 317
Filing on Nov 04, 2024 Q3 2024

Coalescence Partners Investment Management, LP

  • KWEB
  • MSCI
  • AMZN
  • MSFT
  • V
  • EFX
  • MA
Coalescence Partners Investment Management, LP's Q3 2024 Portfolio
Portfolio Value 223 Billion
Stocks 15
Filing on Nov 14, 2024 Q3 2024

14 B Captial Management LP

  • FOUR
  • MA
  • V
  • DFS
  • CCOI
  • STNE
  • PINS
14 B Captial Management LP's Q3 2024 Portfolio
Portfolio Value 223 Billion
Stocks 10
Filing on Oct 29, 2024 Q3 2024

Fullcircle Wealth LLC

  • UPS
  • HYG
  • AAPL
  • MSFT
  • GBIL
  • BRK-B
  • SNOW
Fullcircle Wealth LLC's Q3 2024 Portfolio
Portfolio Value 223 Billion
Stocks 187
Filing on Aug 12, 2024 Q2 2024

Cambridge Financial Group, Inc.

  • AVGO
  • NVDA
  • AAPL
  • ABC
  • MSFT
  • TJX
  • BAC
Cambridge Financial Group, Inc.'s Q2 2024 Portfolio
Portfolio Value 222 Billion
Stocks 33
Filing on Nov 25, 2024 Q3 2024

Optimist Retirement Group LLC

  • PCAR
  • SPYG
  • SPYV
  • SLYG
  • SLYV
  • AMZN
  • MSFT
Optimist Retirement Group LLC's Q3 2024 Portfolio
Portfolio Value 222 Billion
Stocks 122
Filing on Oct 18, 2024 Q3 2024

Etesian Wealth Advisors, Inc.

  • MOAT
  • VEA
  • UCON
  • AAPL
  • IJR
  • SPY
  • IVV
Etesian Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 221 Billion
Stocks 140