Largest Portfolios by Value

Filing on Oct 31, 2024 Q3 2024

Evergreen Private Wealth LLC

  • CHKP
  • AMAT
  • BRK-B
  • QEFA
  • NFLX
  • MSFT
  • TMO
Evergreen Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 216 Billion
Stocks 212
Filing on Oct 30, 2024 Q3 2024

Hf Advisory Group, LLC

  • DGRO
  • MSFT
  • LGLV
  • GOOG
  • META
  • FALN
  • BRK-B
Hf Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 215 Billion
Stocks 164
Filing on Nov 12, 2024 Q3 2024

Left Brain Wealth Management, LLC

  • NVDA
  • META
  • XOM
  • TTD
  • NFLX
  • AMLP
  • ANET
Left Brain Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 215 Billion
Stocks 78
Filing on Aug 14, 2023 Q2 2023

Prostatis Group LLC

  • SPY
  • QQQ
  • DIA
  • DIVO
  • ARKQ
  • XSD
  • IYK
Prostatis Group LLC's Q2 2023 Portfolio
Portfolio Value 215 Billion
Stocks 250
Filing on Oct 25, 2024 Q3 2024

Caldwell Sutter Capital, Inc.

  • AAPL
  • MSA
  • MSFT
  • KNTK
  • V
  • CAT
  • DGICA
Caldwell Sutter Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 215 Billion
Stocks 907
Filing on Oct 24, 2024 Q3 2024

Lunt Capital Management, Inc.

  • USFR
  • PALC
  • VRIG
  • TPL
  • FCTR
  • PAMC
  • ALTL
Lunt Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 214 Billion
Stocks 91
Filing on Nov 13, 2024 Q3 2024

Bank Of Montreal

  • NVDA
  • RY
  • AAPL
  • MSFT
  • TD
  • SPY
  • AMZN
Bank Of Montreal 's Q3 2024 Portfolio
Portfolio Value 214 Billion
Stocks 13901
Filing on Aug 14, 2024 Q2 2024

Victory Financial Group, LLC

  • IWY
  • SCHD
  • IMCG
  • FVD
  • VOO
  • XLK
  • MDY
Victory Financial Group, LLC's Q2 2024 Portfolio
Portfolio Value 214 Billion
Stocks 78
Filing on Jul 24, 2024 Q2 2024

Unique Wealth Strategies, LLC

  • FBND
  • IVV
  • MOAT
  • DBEF
  • META
  • JMBS
  • GOOGL
Unique Wealth Strategies, LLC's Q2 2024 Portfolio
Portfolio Value 213 Billion
Stocks 673
Filing on Nov 14, 2024 Q3 2024

Anchorage Capital Advisors, L.P.

  • FYBR
Anchorage Capital Advisors, L.P.'s Q3 2024 Portfolio
Portfolio Value 213 Billion
Stocks 10
Filing on Oct 21, 2024 Q3 2024

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHD
  • SCHB
  • SCHZ
  • SCHG
  • SCHA
  • SCHF
Christensen, King & Associates Investment Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 212 Billion
Stocks 99
Filing on Nov 13, 2024 Q3 2024

Rivermont Capital Management LP

  • CEG
  • WTW
  • JLL
  • ACVA
  • CLH
  • SSNC
  • WDC
Rivermont Capital Management LP's Q3 2024 Portfolio
Portfolio Value 212 Billion
Stocks 17
Filing on Nov 04, 2024 Q3 2024

Htg Investment Advisors, Inc.

  • DFAC
  • CBRE
  • DFAX
  • DFIC
  • AVUS
  • AVDE
  • BSV
Htg Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 212 Billion
Stocks 67
Filing on Nov 12, 2024 Q3 2024

Ov Management LLC

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • META
  • CALX
Ov Management LLC's Q3 2024 Portfolio
Portfolio Value 211 Billion
Stocks 58
Filing on Nov 14, 2024 Q3 2024

Beacon Investment Advisors LLC

  • BRK-B
  • MSFT
  • AAPL
  • MAR
  • COST
  • INTU
  • CSTM
Beacon Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 211 Billion
Stocks 152
Filing on Nov 07, 2024 Q3 2024

Napa Wealth Management

  • CSHI
  • BILS
  • AAPL
  • SPTS
  • META
  • TSLA
  • AVGO
Napa Wealth Management's Q3 2024 Portfolio
Portfolio Value 211 Billion
Stocks 156
Filing on Oct 10, 2024 Q3 2024

Hart & Patterson Financial Group LLC

  • VEA
  • SCHX
  • BNDX
  • VWO
  • SEIM
  • VTIP
  • SEIV
Hart & Patterson Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 211 Billion
Stocks 72
Filing on Oct 21, 2024 Q3 2024

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AAPL
Eaton Cambridge Inc.'s Q3 2024 Portfolio
Portfolio Value 211 Billion
Stocks 31