Largest Portfolios by Value

Filing on Apr 11, 2024 Q1 2024

Financiere Des Professionnels Fonds D,Investissement Inc.

  • SPY
  • IEMG
  • IEFA
  • MSFT
  • QQQ
  • TSM
  • GOOGL
Financiere Des Professionnels Fonds D,Investissement Inc.'s Q1 2024 Portfolio
Portfolio Value 1.24 Trillion
Stocks 148
Filing on May 15, 2024 Q1 2024

Morgan Stanley

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • SPY
  • GOOGL
  • META
Morgan Stanley's Q1 2024 Portfolio
Portfolio Value 1.23 Trillion
Stocks 46942
Filing on May 07, 2024 Q1 2024

Avalon Trust CO

  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • AVGO
  • V
  • BRK-B
Avalon Trust CO's Q1 2024 Portfolio
Portfolio Value 1.22 Trillion
Stocks 326
Filing on Apr 22, 2024 Q1 2024

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • VEA
  • AGG
  • VNQ
  • VCIT
Rebalance, LLC's Q1 2024 Portfolio
Portfolio Value 1.22 Trillion
Stocks 88
Filing on Apr 25, 2024 Q1 2024

Adell Harriman & Carpenter Inc

  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • BX
  • AMZN
  • PANW
Adell Harriman & Carpenter Inc's Q1 2024 Portfolio
Portfolio Value 1.21 Trillion
Stocks 165
Filing on May 13, 2024 Q1 2024

Vestal Point Capital, LP

  • CYTK
  • JAZZ
  • NBIX
  • ASND
  • GMED
  • ALNY
  • BGNE
Vestal Point Capital, LP's Q1 2024 Portfolio
Portfolio Value 1.21 Trillion
Stocks 58
Filing on May 15, 2024 Q1 2024

Paradigm Operations LP

  • COIN
Paradigm Operations LP's Q1 2024 Portfolio
Portfolio Value 1.2 Trillion
Stocks 1
Filing on May 14, 2024 Q1 2024

Fj Investments, LLC

  • VOO
  • GOOGL
  • AMZN
  • BRK-B
  • ACWI
Fj Investments, LLC's Q1 2024 Portfolio
Portfolio Value 1.15 Trillion
Stocks 6
Filing on May 13, 2024 Q1 2024

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • VHT
Invictus Private Wealth, LLC's Q1 2024 Portfolio
Portfolio Value 1.13 Trillion
Stocks 90
Filing on May 13, 2024 Q1 2024

Modern Wealth Management, LLC

  • STIP
  • QQQ
  • SPY
  • IVW
  • IJK
  • MDY
  • SPTM
Modern Wealth Management, LLC's Q1 2024 Portfolio
Portfolio Value 1.11 Trillion
Stocks 323
Filing on May 10, 2024 Q1 2024

Jpmorgan Chase & CO

  • MSFT
  • NVDA
  • SPY
  • AMZN
  • AAPL
  • META
  • LLY
Jpmorgan Chase & CO's Q1 2024 Portfolio
Portfolio Value 1.1 Trillion
Stocks 32040
Filing on May 15, 2024 Q1 2024

Linonia Partnership LP

  • GWRE
  • VEEV
  • TPX
  • TDG
  • SHAK
  • PCOR
  • LYV
Linonia Partnership LP's Q1 2024 Portfolio
Portfolio Value 1.1 Trillion
Stocks 11
Filing on May 10, 2024 Q1 2024

A16z Perennial Management, L.P.

  • COIN
  • ABNB
  • XHLF
  • OKTA
  • MUB
  • VTEB
  • XHLF
A16z Perennial Management, L.P.'s Q1 2024 Portfolio
Portfolio Value 1.09 Trillion
Stocks 43
Filing on May 07, 2024 Q1 2024

Atomi Financial Group, Inc.

  • COIN
  • AAPL
  • META
  • IVV
  • MSFT
  • VEA
  • SCHF
Atomi Financial Group, Inc.'s Q1 2024 Portfolio
Portfolio Value 1.08 Trillion
Stocks 731
Filing on Apr 30, 2024 Q1 2024

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q1 2024 Portfolio
Portfolio Value 1.08 Trillion
Stocks 1
Filing on May 15, 2024 Q1 2024

Cvc Management Holdings Ii Ltd.

  • ADV
  • WOOF
  • SDRL
Cvc Management Holdings Ii Ltd.'s Q1 2024 Portfolio
Portfolio Value 1.07 Trillion
Stocks 4
Filing on May 10, 2024 Q1 2024

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • AMZN
  • MSFT
  • ICSH
  • LLY
  • APH
Foster Dykema Cabot & Partners, LLC's Q1 2024 Portfolio
Portfolio Value 1.07 Trillion
Stocks 320
Filing on May 13, 2024 Q1 2024

Geode Capital Management, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Geode Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 1.07 Trillion
Stocks 4609