Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Arrowroot Family Office, LLC

  • VONG
  • VONV
  • VTI
  • AGG
  • IJH
  • SCHD
  • VOO
Arrowroot Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 127
Filing on Nov 12, 2024 Q3 2024

Viawealth, LLC

  • NVDA
  • MSFT
  • NOBL
  • GGG
  • VCIT
  • RSP
  • UNH
Viawealth, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 150
Filing on Oct 16, 2024 Q3 2024

Armstrong, Fleming & Moore, Inc

  • AAPL
  • CGXU
  • TCHP
  • SAIC
  • CGDV
  • MAR
  • WPC
Armstrong, Fleming & Moore, Inc's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 99
Filing on Oct 21, 2024 Q3 2024

Integrity Wealth Solutions LLC

  • VEA
  • VUG
  • VTV
  • AVUV
  • SLYG
  • PTRB
  • DFAC
Integrity Wealth Solutions LLC's Q3 2024 Portfolio
Portfolio Value 171 Billion
Stocks 92
Filing on Nov 12, 2024 Q3 2024

Monolith Management LTD

  • PDD
  • TSLA
  • TAL
  • AAPL
  • EDU
  • TSM
  • U
Monolith Management LTD's Q3 2024 Portfolio
Portfolio Value 171 Billion
Stocks 12
Filing on Oct 16, 2024 Q3 2024

Greater Midwest Financial Group, LLC

  • MSFT
  • SPY
  • FDVV
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
Greater Midwest Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 59
Filing on Oct 17, 2024 Q3 2024

Midwest Financial Group LLC

  • SCHD
  • IVW
  • AAPL
  • AVUV
  • AMD
  • RDVI
  • LQD
Midwest Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 109
Filing on Oct 24, 2024 Q3 2024

Worth Financial Advisory Group, LLC

  • GSLC
  • AAPL
  • MSFT
  • AMZN
  • IUSB
  • QUAL
  • JEPI
Worth Financial Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 166
Filing on Nov 05, 2024 Q3 2024

Bml Capital Management, LLC

  • SGOV
  • AVIR
  • ACRS
  • BIL
  • ANTX
  • RPHM
  • ORMP
Bml Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 29
Filing on Nov 12, 2024 Q3 2024

New Age Alpha Advisors, LLC

  • TSM
  • AMZN
  • SHEL
  • TM
  • MSFT
  • GOOG
  • AVGO
New Age Alpha Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 191
Filing on Oct 30, 2024 Q3 2024

Clarity Capital Partners LLC

  • TSLA
  • NVDA
  • MSFT
  • AMZN
  • PLTR
  • AAPL
  • GOOGL
Clarity Capital Partners LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 130
Filing on Oct 21, 2024 Q3 2024

Stash Investments, LLC

  • VTI
  • IUSB
  • IEFA
  • TFLO
  • VWO
Stash Investments, LLC's Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 5
Filing on Oct 11, 2024 Q3 2024

Sivia Capital Partners, LLC

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • VT
  • AMZN
  • BRK-B
Sivia Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 216
Filing on Nov 13, 2024 Q3 2024

Harbert Fund Advisors, Inc.

  • PENN
  • SPY
  • HEAR
  • AMZN
  • ENZ
  • GOOG
  • MSFT
Harbert Fund Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 108
Filing on Nov 12, 2024 Q3 2024

Citigroup Inc

  • IWM
  • QQQ
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • QQQ
Citigroup Inc's Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 14026
Filing on Oct 30, 2024 Q3 2024

One Plus One Wealth Management, LLC

  • SPDN
  • SGDJ
  • COWZ
  • QVAL
  • URNM
  • XES
  • ACIO
One Plus One Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 87
Filing on Nov 12, 2024 Q3 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • DFAI
  • DFSD
  • DFAT
  • BIV
  • DFAE
  • AVLV
  • DISV
Keyes, Stange & Wooten Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 169 Billion
Stocks 68
Filing on Oct 22, 2024 Q3 2024

Mainsail Financial Group, LLC

  • SPY
  • FTSM
  • JVAL
  • FTGC
  • SCHG
  • RDVY
  • COWZ
Mainsail Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 50