Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • DIVO
  • IXUS
  • GTO
  • SPGP
Financial Designs Corp's Q4 2024 Portfolio
Portfolio Value 152 Billion
Stocks 20
Filing on Feb 13, 2025 Q4 2024

Bridge Generations Wealth Management LLC

  • DFAC
  • DFAT
  • TLH
  • DFEM
  • DFIC
  • DIHP
  • DUHP
Bridge Generations Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 151 Billion
Stocks 97
Filing on Jan 27, 2025 Q4 2024

Caitlin John, LLC

  • VV
  • FLTR
  • SPTL
  • NVDA
  • SPLB
  • BIL
  • AVGO
Caitlin John, LLC's Q4 2024 Portfolio
Portfolio Value 151 Billion
Stocks 891
Filing on Feb 14, 2025 Q4 2024

Ategra Capital Management, LLC

  • FISI
  • AX
  • TFC
  • FHN
  • VOO
  • HWBK
  • WFC
Ategra Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 151 Billion
Stocks 30
Filing on Jan 31, 2025 Q4 2024

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • IVV
  • TSLA
  • MSFT
  • SPY
  • AMZN
Semus Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 151 Billion
Stocks 112
Filing on Nov 06, 2024 Q3 2024

Planning Capital Management Corp

  • SPYG
  • AAPL
  • LMT
  • WMT
  • JNJ
  • MCD
  • KO
Planning Capital Management Corp's Q3 2024 Portfolio
Portfolio Value 151 Billion
Stocks 780
Filing on Feb 14, 2025 Q4 2024

Bastion Asset Management Inc.

  • VTRS
  • KD
  • APEI
  • WCC
  • FARO
  • CGAU
  • FNB
Bastion Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 151 Billion
Stocks 46
Filing on Jan 28, 2025 Q4 2024

Mwa Asset Management

  • AVGO
  • AAPL
  • NVDA
  • AMZN
  • META
  • MSFT
  • GOOG
Mwa Asset Management's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 125
Filing on Dec 06, 2024 Q3 2024

Fidelity D & D Bancorp Inc

  • XMPT
  • SPDW
  • IBM
  • AVLV
  • SPIB
  • RPV
  • FDBC
Fidelity D & D Bancorp Inc's Q3 2024 Portfolio
Portfolio Value 150 Billion
Stocks 170
Filing on Feb 12, 2025 Q4 2024

National Wealth Management Group, LLC

  • TCHP
  • IVV
  • QQQ
  • NVDA
  • COWZ
  • BRK-B
  • AMZN
National Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 146
Filing on Jan 31, 2025 Q4 2024

Bank Of Jackson Hole Trust

  • AAPL
  • IWF
  • EFA
  • IJH
  • NVDA
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 516
Filing on Feb 05, 2025 Q4 2024

Williamson Legacy Group, LLC

  • LLY
  • NVDA
  • APP
  • META
  • AMZN
  • NRG
  • ARES
Williamson Legacy Group, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 115
Filing on Feb 14, 2025 Q4 2024

Le Clair Wealth Partners LLC

  • FIXD
  • FOCT
  • AAPL
  • RDVY
  • MSFT
  • CTAS
  • SDVY
Le Clair Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 96
Filing on Feb 12, 2025 Q4 2024

Stonebridge Advisors LLC

  • FPE
  • FPEI
Stonebridge Advisors LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 4
Filing on Jan 28, 2025 Q4 2024

Spectrum Investment Advisors, Inc.

  • DFAU
  • VOO
  • DFAI
  • IXUS
  • MBB
  • PLW
  • VBR
Spectrum Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 27
Filing on Feb 03, 2025 Q4 2024

Nicholson Wealth Management Group, LLC

  • VOO
  • VTI
  • UBSI
  • MSFT
  • AAPL
  • PG
  • PEP
Nicholson Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 99
Filing on Jan 14, 2025 Q4 2024

Lauer Wealth, LLC

  • TSLA
  • USFR
  • QQQ
  • JAAA
  • DGRW
  • ILCV
  • DFAU
Lauer Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 37
Filing on Jan 17, 2025 Q4 2024

Melfa Wealth Management, LLC

  • DFAC
  • AAPL
  • PMO
  • EVN
  • DFSV
  • DFAU
  • IVV
Melfa Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 202