Largest Portfolios by Value

Filing on Oct 15, 2024 Q3 2024

Aspect Partners, LLC

  • SPY
  • VTI
  • GLD
  • IYR
  • IAGG
  • IEFA
  • PDBC
Aspect Partners, LLC's Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 641
Filing on Oct 24, 2024 Q3 2024

Sound Stewardship, LLC

  • BND
  • FNDB
  • IVV
  • GLTR
  • SCZ
  • FNDA
  • BSCQ
Sound Stewardship, LLC's Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 60
Filing on Oct 04, 2024 Q3 2024

Central Valley Advisors, LLC

  • AAPL
  • IWM
  • IWF
  • MSFT
  • SPY
  • IWD
  • JPM
Central Valley Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 163
Filing on Nov 14, 2024 Q3 2024

Bill Miller

Miller Value Partners, LLC
  • BFH
  • LNC
  • JXN
  • T
  • WAL
  • NBR
  • QUAD
Bill Miller's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 30
Filing on Nov 01, 2024 Q3 2024

Fmb Wealth Management

  • DFAC
  • AVUS
  • DFAU
  • DFUS
  • DFAX
  • DFAT
  • DFAI
Fmb Wealth Management's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 102
Filing on Nov 01, 2024 Q3 2024

Pfs Partners, LLC

  • DGRO
  • FSMB
  • LMBS
  • IAPR
  • XMLV
  • IMCG
  • XLF
Pfs Partners, LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 448
Filing on Oct 18, 2024 Q3 2024

Granite Fo LLC

  • SPY
  • VIG
  • BRK-A
  • VYM
  • BRK-B
  • GBDC
  • MDY
Granite Fo LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 637
Filing on Nov 14, 2024 Q3 2024

Isam Funds (Uk) LTD

  • DUK
  • FE
  • ICE
  • DOV
  • CFG
  • PNW
  • NI
Isam Funds (Uk) LTD's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 283
Filing on Oct 18, 2024 Q3 2024

Hardin Capital Partners, LLC

  • LOW
  • BAC
  • BRK-B
  • VTI
  • TFC
  • XLE
  • VOO
Hardin Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 118
Filing on Oct 15, 2024 Q3 2024

Dover Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • UDR
  • GOOGL
  • ETN
  • UNH
Dover Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 133
Filing on Oct 21, 2024 Q3 2024

Western Financial Corp/Ca

  • EFSC
  • ARWR
  • WFC
  • META
  • NFLX
  • LLY
  • NVDA
Western Financial Corp/Ca's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 120
Filing on Nov 12, 2024 Q3 2024

Nvp Associates, LLC

  • TALK
  • UDMY
  • OPEN
Nvp Associates, LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 8
Filing on Nov 14, 2024 Q3 2024

Whitford Management LLC

  • SPY
  • AMZN
  • MSFT
  • MA
  • UNH
  • GOOG
  • BRK-A
Whitford Management LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 16
Filing on Nov 15, 2024 Q3 2024

Mittelman Wealth Management

  • VIG
  • VYM
  • VOO
  • VEA
  • IGLB
  • VWO
  • IGIB
Mittelman Wealth Management's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 28
Filing on Oct 15, 2024 Q3 2024

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • SPLG
  • VTI
  • RSP
  • AMZN
  • ABT
Prairie Sky Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 81
Filing on Oct 15, 2024 Q3 2024

Mn Wealth Advisors, LLC

  • BBUS
  • JPM
  • JAVA
  • BBIN
  • JGRO
  • JCPB
  • JEMA
Mn Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 99
Filing on Oct 22, 2024 Q3 2024

School Employees Retirement Board Of Ohio

  • GOVT
  • IAUM
  • AMLP
  • SHY
  • ICF
  • USRT
School Employees Retirement Board Of Ohio's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 6
Filing on Nov 14, 2024 Q3 2024

Brogan Financial, Inc.

  • ACIO
  • DRSK
  • DFAI
  • OSCV
  • GLD
  • AAPL
  • ADME
Brogan Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 52