Largest Portfolios by Value

Filing on Jan 22, 2025 Q4 2024

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • DFCF
  • SHV
  • GBIL
  • BRK-B
  • DFSV
Tru Independence Asset Management 2, LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 80
Filing on Nov 14, 2024 Q3 2024

Western Standard LLC

  • EQC
  • VTOL
  • ABEO
  • ZUO
  • NVRO
  • FFNW
  • K
Western Standard LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 21
Filing on Nov 25, 2024 Q3 2024

Centerstone Investors, LLC

  • TRP
  • RYAAY
  • GLD
  • FNV
  • ORLY
  • HSIC
  • URTH
Centerstone Investors, LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 26
Filing on Nov 14, 2024 Q3 2024

White Knight Strategic Wealth Advisors, LLC

  • BRK-B
  • NVDA
  • AAPL
  • AMZN
  • TSLA
  • JNJ
  • MSFT
White Knight Strategic Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 81
Filing on Feb 11, 2025 Q4 2024

General Motors Holdings LLC

  • LAC
  • SES
  • NMG
  • LIDR
General Motors Holdings LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 5
Filing on Aug 14, 2024 Q2 2024

Greenwich Investment Management, Inc.

  • DMLP
  • TRIN
  • TSLX
  • XOM
  • ARCC
  • MPV
  • BANX
Greenwich Investment Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 106 Million
Stocks 37
Filing on Jan 31, 2025 Q4 2024

Acuitas Investments, LLC

  • NGS
  • OPRT
  • AOSL
  • GLDD
  • HMST
  • INBK
  • TRUE
Acuitas Investments, LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 63
Filing on Feb 14, 2023 Q4 2022

Health Cor Management, L.P.

  • BMRN
  • DXCM
  • CYTK
  • HYPR
  • ALKS
  • CNMD
  • NBIX
Health Cor Management, L.P.'s Q4 2022 Portfolio
Portfolio Value 106 Million
Stocks 22
Filing on Nov 14, 2024 Q3 2024

Us Asset Management LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • UNH
Us Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 111
Filing on Jan 07, 2025 Q4 2024

Spartan Planning & Wealth Management

  • SPTM
  • AAPL
  • NVDA
  • BIL
  • MSFT
  • OPER
  • HEGD
Spartan Planning & Wealth Management's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 71
Filing on Nov 14, 2024 Q3 2024

Lrt Capital Management, LLC

  • CHE
  • RLI
  • EXPO
  • ABG
  • NOC
  • SSD
  • ALGN
Lrt Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 80
Filing on Nov 14, 2024 Q3 2024

Fosun International LTD

  • BFLY
  • AMRX
  • MCHI
  • FXI
  • MSFT
  • UNH
  • GOOGL
Fosun International LTD's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 66
Filing on Nov 14, 2024 Q3 2024

Sky Knight Capital, L.P.

  • AHCO
  • LBTYK
  • LBTYA
Sky Knight Capital, L.P.'s Q3 2024 Portfolio
Portfolio Value 105 Million
Stocks 3
Filing on Nov 14, 2023 Q3 2023

Quantamental Technologies LLC

  • CRWD
  • BX
  • LVS
  • NTNX
  • NVDA
  • BBY
  • LOW
Quantamental Technologies LLC's Q3 2023 Portfolio
Portfolio Value 105 Million
Stocks 285
Filing on Nov 12, 2024 Q3 2024

M28 Capital Management LP

  • WVE
  • ADGI
  • RCKT
  • TGTX
  • SWTX
  • SLN
  • BBIO
M28 Capital Management LP's Q3 2024 Portfolio
Portfolio Value 105 Million
Stocks 11
Filing on Jan 23, 2025 Q4 2024

4 J Wealth Management LLC

  • IVV
  • DGRO
  • BRK-B
  • NVDA
  • BUFB
  • AAPL
  • IEI
4 J Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 105 Million
Stocks 84
Filing on Nov 14, 2024 Q3 2024

Caerus Investment Advisors, LLC

  • VOO
  • QYLD
  • XYLD
  • GOOG
  • SPY
  • IWM
  • EFA
Caerus Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 105 Million
Stocks 30
Filing on Jan 02, 2024 Q4 2023

Wyrmwood Management LLC

  • AAPL
  • PG
  • TSLA
  • BRK-B
Wyrmwood Management LLC's Q4 2023 Portfolio
Portfolio Value 104 Million
Stocks 4