Largest Portfolios by Value

Filing on Oct 07, 2024 Q3 2024

Lakeridge Wealth Management LLC

  • FDVV
  • SHW
  • LQD
  • FNX
  • AAPL
  • AVUS
  • IVV
Lakeridge Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 182 Billion
Stocks 153
Filing on Nov 12, 2024 Q3 2024

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • IJH
  • IWV
  • SPY
  • IJR
Elyxium Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 182 Billion
Stocks 291
Filing on Nov 14, 2024 Q3 2024

Cascades Capital Asset Management, LLC

  • VOO
  • VOOV
  • VIG
  • MSFT
  • AAPL
  • NVDA
  • VUG
Cascades Capital Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 182 Billion
Stocks 101
Filing on Oct 03, 2024 Q3 2024

Duncan Williams Asset Management, LLC

  • VUG
  • SCHD
  • DGRW
  • AAPL
  • MSFT
  • FHN
  • QQQ
Duncan Williams Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 129
Filing on Nov 14, 2024 Q3 2024

Fox Hill Wealth Management

  • MSFT
  • AAPL
  • LLY
  • NVDA
  • COST
  • AMZN
  • META
Fox Hill Wealth Management's Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 133
Filing on Nov 15, 2024 Q3 2024

Urban Financial Advisory Corp

  • SPY
  • IJH
  • PICB
  • VCSH
  • FNDX
  • IEFA
  • IJR
Urban Financial Advisory Corp's Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 50
Filing on Oct 31, 2024 Q3 2024

Lifestyle Asset Management, Inc.

  • SPY
  • AGG
  • AVUV
  • AVLV
  • XOM
  • SPDW
  • JEPI
Lifestyle Asset Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 104
Filing on Nov 07, 2024 Q3 2024

Glass Wealth Management CO LLC

  • AVGO
  • MSFT
  • AAPL
  • XOM
  • NVDA
  • FCX
  • AMZN
Glass Wealth Management CO LLC's Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 55
Filing on Oct 22, 2024 Q3 2024

Rcs Financial Planning, LLC

  • DFCF
  • DFAC
  • DFSD
  • DFIC
  • IVV
  • IUSB
  • DFSV
Rcs Financial Planning, LLC's Q3 2024 Portfolio
Portfolio Value 180 Billion
Stocks 68
Filing on Oct 16, 2024 Q3 2024

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • CHD
  • DE
  • IT
  • WSO
Crown Oak Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 180 Billion
Stocks 22
Filing on Nov 15, 2024 Q3 2024

Aikya Investment Management LTD

  • HDB
  • INFY
  • RDY
Aikya Investment Management LTD's Q3 2024 Portfolio
Portfolio Value 180 Billion
Stocks 3
Filing on Jul 10, 2024 Q2 2024

Walden Wealth Partners LLC

  • DFAC
  • MSFT
  • AGG
  • DFUS
  • DFAU
  • DIHP
  • MGV
Walden Wealth Partners LLC's Q2 2024 Portfolio
Portfolio Value 179 Billion
Stocks 87
Filing on Nov 14, 2024 Q3 2024

Candelo Capital Management LP

  • ESI
  • BLDR
  • MMM
  • CSX
  • PTC
  • WAB
  • ADSK
Candelo Capital Management LP's Q3 2024 Portfolio
Portfolio Value 179 Billion
Stocks 35
Filing on Nov 12, 2024 Q3 2024

Prosperity Financial Group, Inc.

  • AAPL
  • MSFT
  • NVDA
  • LMBS
  • PVAL
  • QJUN
  • CIBR
Prosperity Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 179 Billion
Stocks 157
Filing on Oct 29, 2024 Q3 2024

Old North State Wealth Management, LLC

  • BRK-B
  • MHO
  • AMZN
  • HBI
  • VTR
  • AAPL
  • F
Old North State Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 179 Billion
Stocks 108
Filing on Nov 12, 2024 Q3 2024

Sequoia Capital India Operations Ii, LLC

  • FRSH
  • S
Sequoia Capital India Operations Ii, LLC's Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 4
Filing on Oct 10, 2024 Q3 2024

Burns Matteson Capital Management, LLC

  • GLW
  • SPHQ
  • COWZ
  • SCHD
  • IWY
  • XMHQ
  • SPLV
Burns Matteson Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 158
Filing on Oct 29, 2024 Q3 2024

Chaney Capital Management, Inc.

  • VTV
  • VUG
  • QQQ
  • SPEM
  • MSFT
  • AAPL
  • GOOGL
Chaney Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 36