Largest Portfolios by Value

Filing on Oct 28, 2024 Q3 2024

Tpg Advisors LLC

  • SCHB
  • SCHF
  • MOAT
  • VTI
  • SCHZ
  • AAPL
  • VEA
Tpg Advisors LLC's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 89
Filing on Nov 13, 2024 Q3 2024

Bright Valley Capital LTD

  • MOMO
  • VIPS
  • PDD
  • YY
  • INTC
  • RERE
Bright Valley Capital LTD's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 9
Filing on Oct 28, 2024 Q3 2024

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONV
  • VONG
  • VEA
Golden Road Advisors LLC's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 38
Filing on Nov 13, 2024 Q3 2024

Balanced Rock Investment Advisor

  • EUSB
  • USXF
  • DMXF
  • EAGG
  • VTEB
  • ESGD
  • VWOB
Balanced Rock Investment Advisor's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 88
Filing on Nov 06, 2024 Q3 2024

Traction Financial Partners, LLC

  • VOO
  • QQQ
  • RDVY
  • SPY
  • XSVM
  • VO
  • VEA
Traction Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 127 Billion
Stocks 56
Filing on Oct 10, 2024 Q3 2024

Oxen Free Capital LLC

  • STRV
  • STXG
  • STXD
  • STXK
  • IMCG
  • HYG
  • IQLT
Oxen Free Capital LLC's Q3 2024 Portfolio
Portfolio Value 127 Billion
Stocks 40
Filing on Nov 12, 2024 Q3 2024

Ellerson Group Inc /Adv

  • NVDA
  • AAPL
  • REGN
  • PLTR
  • ORCL
  • IJH
  • FDX
Ellerson Group Inc /Adv's Q3 2024 Portfolio
Portfolio Value 127 Billion
Stocks 48
Filing on Nov 06, 2024 Q3 2024

Sage Advisors, LLC

  • ORCC
  • ARCC
  • BNL
  • LLY
  • AAPL
  • EPD
  • OKE
Sage Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 127 Billion
Stocks 25
Filing on Oct 23, 2024 Q3 2024

Merkkuri Wealth Advisors LLC

  • SCHD
  • SPLG
  • SPY
  • IEFA
  • QQQ
  • FBND
  • IUSG
Merkkuri Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 127 Billion
Stocks 83
Filing on Jul 23, 2024 Q2 2024

Syntax Research, Inc.

  • SHY
  • IVV
  • VLUE
  • AAPL
  • ACWX
  • IEUR
  • SPY
Syntax Research, Inc.'s Q2 2024 Portfolio
Portfolio Value 126 Billion
Stocks 184
Filing on Oct 01, 2024 Q3 2024

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • AAPL
  • VTI
  • GOOG
Davis Capital Management's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 335
Filing on Oct 31, 2024 Q3 2024

Trademark Financial Management, LLC

  • IVV
  • COWZ
  • QQQ
  • JPST
  • QUAL
  • MGV
  • MOAT
Trademark Financial Management, LLC's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 93
Filing on Nov 05, 2024 Q3 2024

Grafton Street Partners Fund, LP

  • GOOGL
  • TPG
  • HDB
  • FNF
  • MSFT
  • V
  • CRM
Grafton Street Partners Fund, LP's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 13
Filing on Oct 08, 2024 Q3 2024

St. Louis Financial Planners Asset Management, LLC

  • BIL
  • TFLO
  • SPY
  • BSCO
  • TSLA
  • BSCP
  • GE
St. Louis Financial Planners Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 31
Filing on Nov 13, 2024 Q3 2024

Northwest Financial Advisors

  • AAPL
  • MSFT
  • QQQ
  • AMZN
  • VIG
  • LPLA
  • NVDA
Northwest Financial Advisors's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 571
Filing on Oct 21, 2024 Q3 2024

Accordant Advisory Group Inc

  • BIL
  • FPI
  • SYLD
  • COWZ
  • OUNZ
  • PHYS
  • GRID
Accordant Advisory Group Inc's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 144
Filing on Nov 12, 2024 Q3 2024

Catalys Pacific, LLC

  • PHAT
  • HLVX
Catalys Pacific, LLC's Q3 2024 Portfolio
Portfolio Value 125 Billion
Stocks 3
Filing on Oct 24, 2024 Q3 2024

Ridgepath Capital Management LLC

  • SSO
  • QQQ
  • TQQQ
  • JPST
  • VZ
  • BRK-B
  • PAYX
Ridgepath Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 125 Billion
Stocks 44