Largest Portfolios by Value

Filing on Jan 08, 2025 Q4 2024

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q4 2024 Portfolio
Portfolio Value 147 Million
Stocks 45
Filing on Feb 14, 2025 Q4 2024

Western Standard LLC

  • FFNW
  • VTOL
  • ABEO
  • MCY
  • ECVT
  • MTTR
  • MLNK
Western Standard LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 23
Filing on Feb 12, 2025 Q4 2024

Hall Kathryn A.

  • GPS
  • LEVI
  • CMCSA
  • T
  • LBRDK
  • WBD
  • EXPE
Hall Kathryn A.'s Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 21
Filing on Jan 15, 2025 Q4 2024

Defined Wealth Management, LLC

  • VOO
  • VUG
  • IEFA
  • SPY
  • IUSV
  • IVV
  • VTV
Defined Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 106
Filing on Feb 14, 2025 Q4 2024

Cna Financial Corp

  • EPD
  • APO
  • LNG
  • ET
  • META
  • BERY
  • ARW
Cna Financial Corp's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 14
Filing on Feb 14, 2025 Q4 2024

Boyar Asset Management Inc.

  • MSFT
  • JPM
  • AMP
  • HD
  • BAC
  • UBER
  • MSGS
Boyar Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 78
Filing on Apr 14, 2023 Q1 2023

Asset Management Corp

  • AAPL
  • SPY
  • ILCV
  • CME
  • RSP
  • MSFT
  • MOAT
Asset Management Corp 's Q1 2023 Portfolio
Portfolio Value 146 Million
Stocks 137
Filing on Feb 06, 2025 Q4 2024

Gouws Capital LLC

  • QQQ
  • LLY
  • COST
  • GOOG
  • V
  • AMZN
  • SYK
Gouws Capital LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 43
Filing on Jan 14, 2025 Q4 2024

Wolff Wiese Magana LLC

  • NVDA
  • MSFT
  • AAPL
  • V
  • VNQ
  • IJR
  • AVGO
Wolff Wiese Magana LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 958
Filing on Feb 19, 2025 Q4 2024

Columbia River Financial Group, LLC

  • SPLG
  • VXF
  • HDV
  • VUG
  • SPAB
  • DWX
  • BSV
Columbia River Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 53
Filing on Feb 14, 2025 Q4 2024

Pender Fund Capital Management Ltd.

  • SANG
  • PPLT
  • PAR
  • BUR
  • WIW
  • LSPD
  • Z
Pender Fund Capital Management Ltd.'s Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 129
Filing on Jan 21, 2025 Q4 2024

First Bancorp, Inc

  • FNLC
  • VO
  • VEA
  • AAPL
  • VGT
  • VB
  • MSFT
First Bancorp, Inc 's Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 222
Filing on Oct 25, 2023 Q3 2023

Wealth Management Solutions, LLC

  • SCHD
  • MTUM
  • SPTM
  • VHT
  • FLTR
  • QUAL
  • SPSM
Wealth Management Solutions, LLC's Q3 2023 Portfolio
Portfolio Value 145 Million
Stocks 82
Filing on Aug 15, 2022 Q2 2022

Ao Asset Management, LP

  • TMUS
  • PANW
  • TEAM
  • NOW
  • CCI
  • TENB
  • MRVL
Ao Asset Management, LP's Q2 2022 Portfolio
Portfolio Value 145 Million
Stocks 25
Filing on Feb 14, 2025 Q4 2024

Wynnefield Capital Inc

  • AEM
  • CDRE
  • DLHC
  • QRHC
  • STKL
  • PAAS
  • SIL
Wynnefield Capital Inc's Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 16
Filing on Feb 10, 2025 Q4 2024

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • AAPL
  • MSFT
  • ITOT
  • UCON
  • DYNF
Black Diamond Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 157
Filing on Jan 17, 2025 Q4 2024

Hedges Asset Management LLC

  • GBCI
  • GE
  • BA
  • LUV
  • SHEL
  • GLPI
  • PENN
Hedges Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 110
Filing on Jan 17, 2025 Q4 2024

Echo45 Advisors LLC

  • VEA
  • RSP
  • BSV
  • PDBC
  • VGSH
  • SJNK
  • VWO
Echo45 Advisors LLC's Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 52