Largest Portfolios by Value

Filing on Feb 20, 2025 Q4 2024

Westfuller Advisors, LLC

  • SGOV
  • AGG
  • IVV
  • VOO
  • IEFA
  • NUBD
  • VUG
Westfuller Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 91
Filing on Feb 03, 2025 Q4 2024

Richardson Capital Management LLC

  • SCHX
  • SCHD
  • SCHG
  • SCHM
  • NVDA
  • IJH
  • SCHK
Richardson Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 142
Filing on Jan 30, 2025 Q4 2024

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • AVGO
  • VGT
  • AAPL
  • BRK-B
Mokan Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 72
Filing on Jan 22, 2025 Q4 2024

North Star Asset Management LLC /Nj/

  • GSLC
  • IUSG
  • NVDA
  • VOT
  • AAPL
  • VEA
  • ILCV
North Star Asset Management LLC /Nj/'s Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 85
Filing on Jan 22, 2025 Q4 2024

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • BK
  • JPM
  • PNC
  • SBUX
Granite Group Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 78
Filing on Jan 23, 2025 Q4 2024

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • AAPL
Abel Hall, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 166
Filing on Feb 14, 2025 Q4 2024

Sovereign'S Capital Management, LLC

  • LOPE
  • EEFT
  • RPAY
  • DAVA
  • AFG
  • PCTY
  • ALKT
Sovereign'S Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 127
Filing on Feb 12, 2025 Q4 2024

Seven Mile Advisory

  • SPY
  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • VOO
  • DFAE
Seven Mile Advisory's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 167
Filing on Oct 08, 2024 Q3 2024

Hyperion Partners, LLC

  • SDY
  • RWJ
  • QQQ
  • VXUS
  • VOT
  • JPIB
  • SPLV
Hyperion Partners, LLC's Q3 2024 Portfolio
Portfolio Value 157 Billion
Stocks 73
Filing on Feb 10, 2025 Q4 2024

Chris Bulman Inc

  • AAPL
  • PJUN
  • BUFR
  • QQQ
  • VUG
  • VIG
  • VTV
Chris Bulman Inc's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 123
Filing on Feb 14, 2025 Q4 2024

Wealth Collab, LLC

  • VTI
  • VXUS
  • AVUV
  • IXUS
  • BND
  • SSRM
  • AVDV
Wealth Collab, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 956
Filing on Jan 16, 2025 Q4 2024

Global Wealth Management, LLC

  • SCHB
  • JMST
  • IVV
  • SCHD
  • VUSB
  • IJR
  • VIG
Global Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 30
Filing on Jan 15, 2025 Q4 2024

State Of Wisconsin Board Of Commissioners Of Public Lands

  • PSK
  • PFXF
  • PFFD
  • USHY
State Of Wisconsin Board Of Commissioners Of Public Lands's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 6
Filing on Jan 31, 2025 Q4 2024

Kerusso Capital Management LLC

  • AMP
  • APO
  • SYF
  • AAPL
  • AXP
  • ORCL
  • URI
Kerusso Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 56
Filing on Feb 10, 2025 Q4 2024

Aspen Wealth Strategies, LLC

  • SCHG
  • MOAT
  • IVV
  • VTV
  • XMHQ
  • IEFA
  • SCHO
Aspen Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 156 Billion
Stocks 80
Filing on Jan 27, 2025 Q4 2024

Financial Architects, LLC

  • SCHP
  • VTI
  • BND
  • BNDX
  • GSSC
  • DFSV
  • MTUM
Financial Architects, LLC's Q4 2024 Portfolio
Portfolio Value 156 Billion
Stocks 22
Filing on Jan 29, 2025 Q4 2024

Guardian Asset Advisors, LLC

  • AAPL
  • AMZN
  • SPLG
  • QQQM
  • NVDA
  • SPIB
  • DIA
Guardian Asset Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 156 Billion
Stocks 98
Filing on Feb 14, 2025 Q4 2024

Immersion Corp

  • UEIC
  • MX
  • FPH
  • MRAM
Immersion Corp's Q4 2024 Portfolio
Portfolio Value 156 Billion
Stocks 5