Largest Portfolios by Value

Filing on Jan 16, 2025 Q4 2024

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • QUAL
  • IUSB
  • DGRO
  • VOO
Hoese & CO LLP's Q4 2024 Portfolio
Portfolio Value 115 Million
Stocks 190
Filing on Nov 21, 2024 Q3 2024

Fulcrum Equity Management

  • ITOT
  • URTH
  • OKE
  • SPY
  • XLK
  • BRK-B
  • XLF
Fulcrum Equity Management's Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 137
Filing on Oct 18, 2024 Q3 2024

All Season Financial Advisors, Inc.

  • BRK-B
  • BNDX
  • INDA
  • VNQ
  • VEA
  • IVV
  • IVE
All Season Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 94
Filing on Jan 13, 2025 Q4 2024

Code Waechter LLC

  • SCHG
  • CALF
  • COWZ
  • SCHR
  • CGDV
  • IJS
  • SCHX
Code Waechter LLC's Q4 2024 Portfolio
Portfolio Value 114 Million
Stocks 101
Filing on Nov 14, 2024 Q3 2024

Diker Management LLC

  • STE
  • HUBS
  • DKNG
  • AFRM
  • AEHR
  • AAPL
  • COMP
Diker Management LLC's Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 42
Filing on Jan 13, 2025 Q4 2024

Capital Cs Group, LLC

  • UPS
  • QQQ
  • SMH
  • NVDA
  • BUFR
  • GLD
  • BUFQ
Capital Cs Group, LLC's Q4 2024 Portfolio
Portfolio Value 114 Million
Stocks 65
Filing on Nov 14, 2024 Q3 2024

American Planning Services, Inc.

  • QQQ
  • PTLC
  • COWZ
  • JEPI
  • AAPL
  • USFR
  • NVDA
American Planning Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 53
Filing on Oct 27, 2022 Q3 2022

Dcm International Vi, Ltd.

  • MTTR
  • SOFI
  • AUGX
Dcm International Vi, Ltd.'s Q3 2022 Portfolio
Portfolio Value 114 Million
Stocks 3
Filing on Nov 14, 2024 Q3 2024

Blue Water Life Science Advisors, LP

  • NTRA
  • CDNA
  • EXAS
  • AKYA
  • ADPT
  • GH
  • PSNL
Blue Water Life Science Advisors, LP's Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 8
Filing on Nov 14, 2024 Q3 2024

Twenty Acre Capital LP

  • UBER
  • CPNG
  • NOW
  • YMM
  • PYPL
  • AMZN
  • GRAB
Twenty Acre Capital LP's Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 18
Filing on Jan 22, 2025 Q4 2024

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • AAPL
Chico Wealth Ria's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 30
Filing on Feb 04, 2025 Q4 2024

Synergy Financial Group, LTD

  • AMZN
  • NVDA
  • MSFT
  • SHOP
  • TTD
  • AAPL
  • NFLX
Synergy Financial Group, LTD's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 101
Filing on Jan 29, 2025 Q4 2024

Bey Douglas LLC

  • GOOGL
  • NVDA
  • MSFT
  • AAPL
  • BKNG
  • V
  • INTU
Bey Douglas LLC's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 40
Filing on Nov 12, 2024 Q3 2024

Elizabeth Park Capital Advisors, Ltd.

  • QCRH
  • SASR
  • VBFC
  • VABK
  • PNFP
  • EWBC
  • SMBK
Elizabeth Park Capital Advisors, Ltd.'s Q3 2024 Portfolio
Portfolio Value 113 Million
Stocks 43
Filing on Feb 06, 2025 Q4 2024

Crew Capital Management, Ltd.

  • AAPL
  • PG
  • MSFT
  • IJH
  • XLK
  • QQQ
  • NVDA
Crew Capital Management, Ltd.'s Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 144
Filing on Jan 21, 2025 Q4 2024

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • MPLX
  • BIP
  • BEP
  • PAGP
  • USAC
Walnut Private Equity Partners, LLC's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 14
Filing on Jan 22, 2025 Q4 2024

Spectrum Planning & Advisory Services Inc.

  • SPLG
  • IVW
  • DYNF
  • QUAL
  • IUSB
  • SPTM
  • SCHZ
Spectrum Planning & Advisory Services Inc.'s Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 61
Filing on Nov 18, 2024 Q3 2024

King Street Capital Management, L.P.

  • SGRY
  • AVAH
  • BLCO
  • UNIT
  • ATUS
  • AMBP
  • CBL
King Street Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 113 Million
Stocks 10