Largest Portfolios by Value

Filing on Jan 15, 2025 Q4 2024

Albert D Mason Inc

  • GOOG
  • SNA
  • CMI
  • ADP
  • GWW
  • ITT
  • HUBB
Albert D Mason Inc's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 145
Filing on Feb 05, 2025 Q4 2024

Garda Capital Partners LP

  • SPY
  • KWEB
  • PDD
  • IWM
  • F
  • NKE
  • SLB
Garda Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 227
Filing on Feb 03, 2025 Q4 2024

Outfitter Financial LLC

  • EPD
  • AAPL
  • AMZN
  • JPM
  • META
  • WMT
  • GOOGL
Outfitter Financial LLC's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 81
Filing on Jul 12, 2023 Q2 2023

First National Bank Of South Miami

  • EFA
  • MSFT
  • IVV
  • LQD
  • VXF
  • IJH
  • IGSB
First National Bank Of South Miami's Q2 2023 Portfolio
Portfolio Value 124 Million
Stocks 322
Filing on Jan 23, 2025 Q4 2024

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • AMZN
  • NVDA
  • SPY
  • GOOGL
  • MSFT
Coastwise Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 122
Filing on Feb 05, 2025 Q4 2024

Sapphire Ventures, L.L.C.

  • BRZE
  • AVDX
  • KLTR
  • PATH
  • ONTF
Sapphire Ventures, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 7
Filing on Jan 23, 2025 Q4 2024

Washington Capital Management Inc

  • VTI
  • DIA
  • SPY
  • BSV
  • IGSB
  • JPM
  • ACWX
Washington Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 112
Filing on Feb 11, 2025 Q4 2024

Monetta Financial Services Inc

  • SPY
  • AMZN
  • GOOG
  • AAPL
  • VOO
  • MSFT
  • NVDA
Monetta Financial Services Inc's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 48
Filing on Aug 09, 2022 Q2 2022

Ntb Financial Corp

  • AAPL
  • XOM
  • BMY
  • MSFT
  • BRKB
  • SCHD
  • TJX
Ntb Financial Corp's Q2 2022 Portfolio
Portfolio Value 123 Million
Stocks 143
Filing on Jan 31, 2025 Q4 2024

Fingerlakes Wealth Management, Inc.

  • MGK
  • AAPL
  • QQQ
  • VGT
  • VTI
  • SCHG
  • XLK
Fingerlakes Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 86
Filing on Jan 10, 2025 Q4 2024

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • PRIM
  • EPD
  • KMI
  • APD
  • AMZN
  • PBA
A. D. Beadell Investment Counsel, Inc.'s Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 88
Filing on Feb 06, 2025 Q4 2024

Acas, LLC

  • AAPL
  • CGGR
  • CGDV
  • BRK-B
  • IVW
  • AMZN
  • DFAS
Acas, LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 86
Filing on Jan 16, 2025 Q4 2024

Lam Group, Inc.

  • VXF
  • DFAS
  • VEU
  • DFUV
  • DISV
  • VBR
  • AMPH
Lam Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 134
Filing on Feb 05, 2025 Q4 2024

Otter Creek Advisors, LLC

  • FLEX
  • NDAQ
  • AJG
  • GOOGL
  • BRP
  • WRB
  • AMZN
Otter Creek Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 35
Filing on Jan 03, 2025 Q4 2024

Dentgroup LLC

  • IJH
  • FDVV
  • FBND
  • VUG
  • ACWX
  • IVV
  • VTV
Dentgroup LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 80
Filing on Nov 15, 2023 Q3 2023

V Wealth Advisors LLC

  • SPY
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • QQQ
  • BRK-B
V Wealth Advisors LLC's Q3 2023 Portfolio
Portfolio Value 123 Million
Stocks 137
Filing on Aug 11, 2022 Q2 2022

Kerber Rose Wealth Management, LLC

  • SCHD
  • IVV
  • SPTM
  • TIP
  • SCHX
  • SCHP
  • VIG
Kerber Rose Wealth Management, LLC's Q2 2022 Portfolio
Portfolio Value 123 Million
Stocks 115
Filing on Feb 06, 2025 Q4 2024

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • QUAL
  • BIP
  • IEMG
Tacita Capital Inc's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 205