Largest Portfolios by Value

Filing on Nov 13, 2024 Q3 2024

Ncp Inc.

  • META
  • NVDA
  • TSLA
  • AMZN
  • NFLX
  • AAPL
  • MSFT
Ncp Inc.'s Q3 2024 Portfolio
Portfolio Value 175 Billion
Stocks 136
Filing on Sep 26, 2024 Q2 2024

Alternative Investment Advisors, Llc.

  • IVV
  • DGRO
  • IVE
  • QUAL
  • EFV
  • TLT
  • MBB
Alternative Investment Advisors, Llc.'s Q2 2024 Portfolio
Portfolio Value 175 Billion
Stocks 45
Filing on Oct 09, 2024 Q3 2024

Gem Asset Management, LLC

  • SYY
  • SPY
  • DFUS
  • DFAI
  • DFAS
  • DFAE
  • DFAU
Gem Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 175 Billion
Stocks 91
Filing on Oct 02, 2024 Q3 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q3 2024 Portfolio
Portfolio Value 175 Billion
Stocks 94
Filing on Nov 04, 2024 Q3 2024

New Republic Capital, LLC

  • SPY
  • MS
  • AAPL
  • MSFT
  • EFA
  • NSC
  • VEA
New Republic Capital, LLC's Q3 2024 Portfolio
Portfolio Value 174 Billion
Stocks 236
Filing on Nov 06, 2024 Q3 2024

Accent Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • META
  • AMZN
  • SPY
Accent Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 174 Billion
Stocks 210
Filing on Oct 01, 2024 Q3 2024

Emprise Bank

  • VGIT
  • SGOV
  • VTIP
  • DFEM
  • VTI
  • MSFT
  • AVDV
Emprise Bank's Q3 2024 Portfolio
Portfolio Value 174 Billion
Stocks 98
Filing on Oct 04, 2024 Q3 2024

Trivant Custom Portfolio Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • USIG
  • MBSD
  • STIP
  • GOOGL
Trivant Custom Portfolio Group, LLC's Q3 2024 Portfolio
Portfolio Value 173 Billion
Stocks 174
Filing on Oct 11, 2024 Q3 2024

Granite Harbor Advisors, Inc.

  • QQQ
  • DFAS
  • IVV
  • AGG
  • MUB
  • AAPL
  • NVDA
Granite Harbor Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 173 Billion
Stocks 91
Filing on Oct 30, 2024 Q3 2024

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • VNQ
  • DFAI
  • DFCF
  • SGOV
Heritage Wealth Management, Inc./Texas's Q3 2024 Portfolio
Portfolio Value 173 Billion
Stocks 39
Filing on Oct 30, 2024 Q3 2024

American Capital Advisory, LLC

  • DFAC
  • DFUS
  • DFAI
  • DFIC
  • DFAU
  • AAPL
  • GTO
American Capital Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 479
Filing on Nov 14, 2024 Q3 2024

Novak & Powell Financial Services, Inc.

  • VUG
  • QQQ
  • AAPL
  • VV
  • SPY
  • MSFT
  • VTV
Novak & Powell Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 159
Filing on Nov 13, 2024 Q3 2024

Propel Bio Management, LLC

  • APLT
  • PAGP
  • PHAT
  • TCRX
  • AKRO
  • MDGL
  • RNA
Propel Bio Management, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 21
Filing on Oct 07, 2024 Q3 2024

Werlinich Asset Management, LLC

  • NVDA
  • HUBB
  • UNP
  • LMT
  • JPM
  • AMD
  • MSFT
Werlinich Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 61
Filing on Nov 14, 2024 Q3 2024

Fin Dec Wealth Services, Inc.

  • CGCP
  • CGDV
  • DFAU
  • DFCF
  • DFSD
  • CGGO
  • CGUS
Fin Dec Wealth Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 42
Filing on Oct 11, 2024 Q3 2024

Boston Mountain Money Management Inc

  • IVV
  • WMT
  • SPYG
  • ITOT
  • VOOV
  • VTI
  • ISTB
Boston Mountain Money Management Inc's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 64
Filing on Oct 31, 2024 Q3 2024

Principal Financial Group Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • TDG
  • KKR
  • HLT
Principal Financial Group Inc's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 4490
Filing on Nov 04, 2024 Q3 2024

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IEMG
Koesten, Hirschmann & Crabtree, Inc.'s Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 223