Largest Portfolios by Value

Filing on Oct 22, 2024 Q3 2024

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VNQ
  • VEA
  • VCIT
Rebalance, LLC's Q3 2024 Portfolio
Portfolio Value 1.36 Trillion
Stocks 93
Filing on Nov 14, 2024 Q3 2024

Morgan Stanley

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • SPY
  • GOOGL
Morgan Stanley's Q3 2024 Portfolio
Portfolio Value 1.35 Trillion
Stocks 44791
Filing on Nov 13, 2024 Q3 2024

Avalon Trust CO

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • AVGO
  • V
Avalon Trust CO's Q3 2024 Portfolio
Portfolio Value 1.35 Trillion
Stocks 318
Filing on Oct 17, 2024 Q3 2024

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PWR
  • PFG
  • AAPL
  • MSFT
Trust Point Inc.'s Q3 2024 Portfolio
Portfolio Value 1.33 Trillion
Stocks 635
Filing on Nov 14, 2024 Q3 2024

Vestal Point Capital, LP

  • INSM
  • JAZZ
  • CYTK
  • NARI
  • ACLX
  • KALV
  • ATXS
Vestal Point Capital, LP's Q3 2024 Portfolio
Portfolio Value 1.32 Trillion
Stocks 69
Filing on Nov 13, 2024 Q3 2024

Gtcr LLC

  • SHC
  • GOGO
  • MRVI
  • PTON
Gtcr LLC's Q3 2024 Portfolio
Portfolio Value 1.28 Trillion
Stocks 4
Filing on Oct 30, 2024 Q3 2024

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 1.26 Trillion
Stocks 84
Filing on Nov 15, 2024 Q3 2024

Kimelman & Baird, LLC

  • AAPL
  • CPRT
  • COST
  • JPM
  • MSFT
  • AMZN
  • BX
Kimelman & Baird, LLC's Q3 2024 Portfolio
Portfolio Value 1.25 Trillion
Stocks 364
Filing on Nov 05, 2024 Q3 2024

Plato Investment Management LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Plato Investment Management LTD's Q3 2024 Portfolio
Portfolio Value 1.23 Trillion
Stocks 547
Filing on Nov 08, 2024 Q3 2024

Jpmorgan Chase & CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • SPY
  • META
  • LLY
Jpmorgan Chase & CO's Q3 2024 Portfolio
Portfolio Value 1.22 Trillion
Stocks 33716
Filing on Nov 14, 2024 Q3 2024

Maren Capital LLC

  • TDY
  • ROLL
  • AME
  • RLI
  • HEIA
  • APH
  • KNSL
Maren Capital LLC's Q3 2024 Portfolio
Portfolio Value 1.22 Trillion
Stocks 27
Filing on Nov 12, 2024 Q3 2024

Geode Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Geode Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.21 Trillion
Stocks 8616
Filing on Nov 13, 2024 Q3 2024

Ostrum Asset Management

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SPY
  • IVV
  • JNJ
Ostrum Asset Management's Q3 2024 Portfolio
Portfolio Value 1.21 Trillion
Stocks 635
Filing on Oct 24, 2024 Q3 2024

Smith Group Asset Management, LLC

  • MSFT
  • AAPL
  • APP
  • COST
  • PH
  • KLAC
  • META
Smith Group Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.21 Trillion
Stocks 136
Filing on Nov 12, 2024 Q3 2024

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • MSFT
  • AMZN
  • ICSH
  • APH
  • LLY
Foster Dykema Cabot & Partners, LLC's Q3 2024 Portfolio
Portfolio Value 1.19 Trillion
Stocks 520
Filing on Nov 14, 2024 Q3 2024

Bank Of America Corp

  • MSFT
  • NVDA
  • VTV
  • AAPL
  • QQQ
  • SPY
  • VUG
Bank Of America Corp 's Q3 2024 Portfolio
Portfolio Value 1.19 Trillion
Stocks 26569
Filing on Oct 29, 2024 Q3 2024

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q3 2024 Portfolio
Portfolio Value 1.18 Trillion
Stocks 1
Filing on Oct 08, 2024 Q3 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VTV
  • VEA
  • SPYG
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q3 2024 Portfolio
Portfolio Value 1.18 Trillion
Stocks 336