Largest Portfolios by Value

Filing on Nov 04, 2024 Q3 2024

Kampmann Melissa S.

  • LLY
  • AAPL
  • MSFT
  • UBER
  • GOOG
  • WMT
  • PG
Kampmann Melissa S.'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 79
Filing on Nov 07, 2024 Q3 2024

Whalen Wealth Management Inc.

  • SHY
  • SHV
  • NVDA
  • AMZN
  • JEPI
  • IBTJ
  • MSFT
Whalen Wealth Management Inc.'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 112
Filing on Oct 16, 2024 Q3 2024

Rf&L Wealth Management, LLC

  • DFAT
  • DFAC
  • DFUS
  • DFUV
  • BSV
  • AAPL
  • DFAS
Rf&L Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 58
Filing on Nov 01, 2024 Q3 2024

Avid Wealth Partners LLC

  • OEF
  • DYNF
  • IEFA
  • IVW
  • GLDM
  • URA
  • IVV
Avid Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 43
Filing on Nov 08, 2024 Q3 2024

Counterweight Ventures, LLC

  • AAPL
  • IJR
  • IWF
  • NVDA
  • MSFT
  • TLT
  • RY
Counterweight Ventures, LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 70
Filing on Nov 14, 2024 Q3 2024

Pingora Partners LLC

  • CRGY
  • FIP
  • BABA
  • CTRA
  • T
  • META
  • AAPL
Pingora Partners LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 222
Filing on Oct 28, 2024 Q3 2024

Russia Partners Management, LLC

  • SEMR
Russia Partners Management, LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 1
Filing on Oct 08, 2024 Q3 2024

Leibman Financial Services, Inc.

  • USFR
  • URI
  • DE
  • BRK-B
  • AAPL
  • TECK
  • EPI
Leibman Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 57
Filing on Oct 18, 2024 Q3 2024

Heritage Wealth Management, Inc. /Ca/

  • SPY
  • AVLV
  • SCHG
  • VGSH
  • AAPL
  • DFAC
  • SCHR
Heritage Wealth Management, Inc. /Ca/'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 126
Filing on Nov 13, 2024 Q3 2024

California Public Employees Retirement System

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
California Public Employees Retirement System's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 1146
Filing on Nov 13, 2024 Q3 2024

Ategra Capital Management, LLC

  • FISI
  • TFC
  • VOO
  • WFC
  • HWBK
  • FHN
  • AX
Ategra Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 22
Filing on Oct 24, 2024 Q3 2024

Alpha Financial Partners, LLC

  • IVW
  • AVUS
  • IVE
  • QUAL
  • DYNF
  • CMF
  • EFV
Alpha Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 108
Filing on Oct 07, 2024 Q3 2024

Ehrlich Financial Group

  • IVW
  • AVUS
  • IVE
  • QUAL
  • DYNF
  • CMF
  • EFV
Ehrlich Financial Group's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 108
Filing on Nov 12, 2024 Q3 2024

Mcintyre Freedman & Flynn Investment Advisers Inc

  • MSFT
  • BX
  • MPC
  • AMAT
  • QQQ
  • RTX
  • NEM
Mcintyre Freedman & Flynn Investment Advisers Inc's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 70
Filing on Oct 15, 2024 Q3 2024

Cascade Wealth Advisors, Inc

  • FLOT
  • SHYG
  • VGSH
  • VIG
  • DFAS
  • JEPI
  • RYT
Cascade Wealth Advisors, Inc's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 49
Filing on Oct 22, 2024 Q3 2024

Sprinkle Financial Consultants LLC

  • SCHX
  • IJR
  • DFUV
  • OKE
  • OGS
  • JGRO
  • JPSE
Sprinkle Financial Consultants LLC's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 70
Filing on Nov 14, 2024 Q3 2024

Castle Creek Capital Partners Vi, LP

  • TBBK
  • BCAL
Castle Creek Capital Partners Vi, LP's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 3
Filing on Nov 07, 2024 Q3 2024

Schwallier Wealth Management LLC

  • SPHQ
  • JPST
  • VTV
  • XMHQ
  • AGGY
  • FTSM
  • BND
Schwallier Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 35