Largest Portfolios by Value

Filing on Nov 05, 2024 Q3 2024

Richardson Capital Management LLC

  • SCHD
  • SCHX
  • SCHG
  • SCHM
  • IJH
  • SCHK
  • VYM
Richardson Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 138
Filing on Oct 21, 2024 Q3 2024

Financial Symmetry Inc

  • DFAX
  • DFAC
  • DFEM
  • VT
  • AVUS
  • AVDE
  • DISV
Financial Symmetry Inc's Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 46
Filing on Nov 14, 2024 Q3 2024

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • IVAL
  • VTI
  • IMOM
Valley Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 56
Filing on Nov 07, 2024 Q3 2024

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • SPY
  • TSLA
  • GOOGL
Semus Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 121
Filing on Nov 04, 2024 Q3 2024

Osprey Private Wealth LLC

  • NVDA
  • TTEK
  • GOOG
  • META
  • ABBV
  • MSFT
  • JPM
Osprey Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 49
Filing on Oct 28, 2024 Q3 2024

Wealth Forward, LLC

  • RSP
  • FNDA
  • VEA
  • OEF
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 31
Filing on Nov 14, 2024 Q3 2024

Perbak Capital Partners LLP

  • XLI
  • SPY
  • ICLN
  • IYH
  • XLY
  • TMUS
  • MOH
Perbak Capital Partners LLP's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 31
Filing on Oct 18, 2024 Q3 2024

Clio Asset Management LLC

  • ORLY
  • CDW
  • SHW
  • AZO
  • BRK-B
  • NOW
  • HLT
Clio Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 14
Filing on Nov 14, 2024 Q3 2024

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • JEPI
  • DFAE
  • VNQ
Financial Alternatives, Inc's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 85
Filing on Nov 07, 2024 Q3 2024

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHH
  • SCHA
  • SCHP
  • SCHO
Zynergy Retirement Planning Llc's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 111
Filing on Nov 05, 2024 Q3 2024

Sumitomo Mitsui Trust Holdings, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 1052
Filing on Nov 14, 2024 Q3 2024

Pennant Select, LLC

  • SATS
  • AMZN
  • ASML
  • AR
  • TDG
  • GOOGL
  • PRM
Pennant Select, LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 10
Filing on Nov 14, 2024 Q3 2024

Michelson Medical Research Foundation, Inc.

  • VEA
  • VWO
  • IVE
  • GDX
  • MTN
  • IVV
  • SUI
Michelson Medical Research Foundation, Inc.'s Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 28
Filing on Oct 08, 2024 Q3 2024

Partnership Wealth Management, LLC

  • AGG
  • LLY
  • IJH
  • IJR
  • IWF
  • SPYV
  • SPDW
Partnership Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 187
Filing on Nov 12, 2024 Q3 2024

Farrell Financial LLC

  • VV
  • SCHX
  • ESGV
  • AAPL
  • VO
  • VB
  • VEA
Farrell Financial LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 68
Filing on Nov 14, 2024 Q3 2024

Sig Growth Equity Funds LTD Partnership, Lllp

  • PAYO
Sig Growth Equity Funds LTD Partnership, Lllp's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 1
Filing on Oct 10, 2024 Q3 2024

Sheridan Capital Management, LLC

  • IWF
  • MGV
  • AGG
  • BOND
  • USMV
  • IWV
  • VGT
Sheridan Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 26
Filing on Nov 14, 2024 Q3 2024

Promethium Advisors,Llc

  • AAPL
  • PFE
  • BMY
  • BNL
  • TROW
  • TPL
  • GOOGL
Promethium Advisors,Llc's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 133