Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Ironclad Investments LLC

  • IVV
  • VOO
  • SPY
Ironclad Investments LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 3
Filing on Nov 12, 2024 Q3 2024

Free Gulliver LLC

  • JPM
  • IWL
  • VIGI
  • JHMM
  • VIG
  • SPTM
  • UNH
Free Gulliver LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 84
Filing on Oct 23, 2024 Q3 2024

Team Financial Group, LLC

  • DGRW
  • EPS
  • USFR
  • USMF
  • PTRB
  • SCHG
  • WTV
Team Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 36
Filing on Nov 12, 2024 Q3 2024

Fairfield, Bush & Co.

  • MSFT
  • ADM
  • AMZN
  • ORCL
  • TSM
  • GOOG
  • AAPL
Fairfield, Bush & Co.'s Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 111
Filing on Nov 14, 2024 Q3 2024

Hsbc Holdings PLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Hsbc Holdings PLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 10001
Filing on Nov 12, 2024 Q3 2024

Wrenne Financial Planning LLC

  • VTI
  • VEU
  • SLYV
  • VNQ
  • BND
  • VWO
  • VXUS
Wrenne Financial Planning LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 45
Filing on Nov 07, 2024 Q3 2024

Bcu Wealth Advisors, LLC

  • DFAC
  • DFIC
  • DFSD
  • DFCF
  • IUSB
  • DFEM
  • IVV
Bcu Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 168 Billion
Stocks 52
Filing on Oct 17, 2024 Q3 2024

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 40
Filing on Nov 13, 2024 Q3 2024

True Vision Mn LLC

  • IUSB
  • IVV
  • IVW
  • DYNF
  • QUAL
  • EFV
  • EFG
True Vision Mn LLC's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 98
Filing on Nov 14, 2024 Q3 2024

Plotkin Financial Advisors, LLC

  • VTI
  • MOAT
  • RDVY
  • QQQ
  • SMH
  • VIG
  • CIBR
Plotkin Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 90
Filing on Nov 12, 2024 Q3 2024

American Century Companies Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • MA
American Century Companies Inc's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 2878
Filing on Nov 14, 2024 Q3 2024

Sih Partners, Lllp

  • BHP
  • BILI
  • SQ
  • LI
  • AMCR
  • JD
  • TCOM
Sih Partners, Lllp's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 29
Filing on Apr 18, 2024 Q1 2024

Keating Wealth Management LLC

  • VTI
  • VXUS
  • JPST
  • KRC
  • DFAI
  • VOO
  • ITOT
Keating Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 167 Billion
Stocks 45
Filing on Oct 23, 2024 Q3 2024

Yoder Wealth Management, Inc.

  • AAPL
  • VIG
  • QUAL
  • VUG
  • FTEC
  • USFR
  • VCIT
Yoder Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 112
Filing on Oct 18, 2024 Q3 2024

Monument Group Wealth Advisors, LLC

  • DFAC
  • DFAI
  • VTI
  • VEA
  • DFAE
  • VTV
  • VB
Monument Group Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 50
Filing on Oct 18, 2024 Q3 2024

Cobblestone Asset Management LLC

  • BND
  • IVV
  • SPYG
  • JPST
  • JQUA
  • JEPI
  • DYNF
Cobblestone Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 45
Filing on Oct 30, 2024 Q3 2024

Family Asset Management, LLC

  • SCHG
  • QUAL
  • IEFA
  • IVW
  • DGRO
  • AAPL
  • EFA
Family Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 209
Filing on Nov 06, 2024 Q3 2024

Evergreen Wealth Management, LLC

  • VIG
  • VYM
  • VTI
  • BLV
  • JEPI
  • AMZN
  • BRK-B
Evergreen Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 54