Largest Portfolios by Value
Filing on Oct 29, 2024
Q3 2024
Ground Swell Capital, LLC
- TLT
- IWM
- QQQ
- MSFT
- NVDA
- INTC
- NVDA
Filing on Nov 14, 2024
Q3 2024
Bracebridge Capital, LLC
- ALVO
- ATUS
- UNIT
- GNW
- ADT
- ASTL
- AMBC
Filing on Feb 13, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Lonestar Capital Management LLC
- ET
- DHC
- CZR
- GTX
- GDX
- GCI
- PTON
Filing on Jan 27, 2025
Q4 2024
Members Capital Advisors Inc
- JPST
- JAAA
- HYG
- ESGU
- AVGO
- WMT
- TXN
Filing on Jan 28, 2025
Q4 2024
William Howard & CO Financial Advisors Inc
- IVV
- IEF
- IWM
- ICF
- IWV
- IEFA
- BND
Filing on Feb 13, 2025
Q4 2024
Elizabeth Park Capital Advisors, Ltd.
- QCRH
- BMRC
- EWBC
- SMBK
- ESQ
- ONB
- VABK
Filing on Jan 24, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Jul 26, 2024
Q2 2024
Filing on Jan 16, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Pin Oak Investment Advisors Inc
- KRP
- AAPL
- EPD
- XOM
- NOG
- ET
- EOG
Filing on Feb 13, 2025
Q4 2024
Blue Water Life Science Advisors, LP
- NTRA
- GH
- CDNA
- ADPT
- AKYA
- PSNL
- EXAS
Filing on Feb 06, 2025
Q4 2024
Sound Financial Strategies Group, LLC
- AGG
- IEF
- SGOV
- KMLM
- DBMF
- TPIF
- WWJD
Filing on Oct 24, 2023
Q3 2023
Adirondack Retirement Specialists, Inc.
- CASH
- IDT
- USFR
- ESLT
- KKR
- XPEL
- CWH
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024