Largest Portfolios by Value

Filing on Nov 12, 2024 Q3 2024

Spectrum Strategic Capital Management, LLC

  • ITOT
  • IVV
  • GOVT
  • QQQ
  • SPY
  • AAPL
  • COWZ
Spectrum Strategic Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 28
Filing on Nov 04, 2024 Q3 2024

Advantage Trust CO

  • JGRO
  • VO
  • VUG
  • SDVY
  • VTV
  • VGT
  • JEMA
Advantage Trust CO's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 191
Filing on Oct 08, 2024 Q3 2024

Guardian Asset Advisors, LLC

  • AAPL
  • AMZN
  • SPLG
  • SPIB
  • NVDA
  • DIA
  • QQQM
Guardian Asset Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 97
Filing on Oct 23, 2024 Q3 2024

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 42
Filing on Nov 14, 2024 Q3 2024

Vision One Management Partners, LP

  • TGI
  • CC
  • CZR
  • TGNA
  • AYI
  • NGVT
  • KSS
Vision One Management Partners, LP's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 8
Filing on Nov 15, 2024 Q3 2024

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • AVGO
Harvest Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 55
Filing on Oct 22, 2024 Q3 2024

Chris Bulman Inc

  • PJUN
  • AAPL
  • BUFR
  • VIG
  • QQQ
  • VUG
  • VTV
Chris Bulman Inc's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 113
Filing on Oct 24, 2024 Q3 2024

Semanteon Capital Management, LP

  • TROX
  • PSN
  • GWRE
  • BRBR
  • ACIW
  • POWI
  • TGLS
Semanteon Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 199
Filing on Nov 13, 2024 Q3 2024

Epacria Capital Partners, LLC

  • BRK-B
  • PM
  • VEA
  • BTI
  • SPY
  • BSM
  • CHKP
Epacria Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 51
Filing on Nov 12, 2024 Q3 2024

Mosley Wealth Management

  • JEPI
  • IVV
  • IUSB
  • XLSR
  • IVW
  • EFV
  • EFG
Mosley Wealth Management's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 114
Filing on Oct 07, 2024 Q3 2024

Lakewood Asset Management LLC

  • BIL
  • BRK-B
  • FNDX
  • VT
  • AAPL
  • NVR
  • WSM
Lakewood Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 119
Filing on Nov 08, 2024 Q3 2024

Axos Invest Inc.

  • VTI
  • VEA
  • VGIT
  • LQD
  • VWO
  • TIP
  • SCHF
Axos Invest Inc.'s Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 24
Filing on May 02, 2023 Q1 2023

True Capital Management

  • AAPL
  • PLTR
  • VIG
  • QQQ
  • META
  • NVDA
  • TSLA
True Capital Management's Q1 2023 Portfolio
Portfolio Value 146 Billion
Stocks 129
Filing on Nov 12, 2024 Q3 2024

Everstar Asset Management, LLC

  • BIL
  • SHY
  • IEI
  • XLF
  • XLV
  • SGOV
  • XLI
Everstar Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 196
Filing on Nov 06, 2024 Q3 2024

Spectrum Investment Advisors, Inc.

  • DFAU
  • VOO
  • DFAI
  • IXUS
  • MBB
  • PLW
  • VBR
Spectrum Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 27
Filing on Oct 09, 2024 Q3 2024

Pps&V Asset Management Consultants, Inc.

  • IVV
  • QQQ
  • SCHG
  • VYM
  • IJR
  • AAPL
  • SCHD
Pps&V Asset Management Consultants, Inc.'s Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 39
Filing on Nov 05, 2024 Q3 2024

Summerhill Capital Management Lnc.

  • MSFT
  • AMD
  • BIP
  • AMZN
  • FSLR
  • JPM
  • PYPL
Summerhill Capital Management Lnc.'s Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 20
Filing on Nov 14, 2024 Q3 2024

Exome Asset Management LLC

  • LLY
  • ASND
  • BBIO
  • TGTX
  • ALGN
  • CI
  • GILD
Exome Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 56