Largest Portfolios by Value

Filing on Jan 24, 2025 Q4 2024

Paul R. Ried Financial Group, LLC

  • MSFT
  • GSIE
  • GSLC
  • GSSC
  • GLTR
  • AAPL
  • QUS
Paul R. Ried Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 143 Billion
Stocks 30
Filing on Feb 05, 2025 Q4 2024

Motiv8 Investments LLC

  • SPY
  • PJAN
  • PAPR
  • PJUL
  • POCT
  • BND
  • USIG
Motiv8 Investments LLC's Q4 2024 Portfolio
Portfolio Value 143 Billion
Stocks 89
Filing on Feb 10, 2025 Q4 2024

Atala Financial Inc

  • VTI
  • GOOGL
  • DE
  • IBM
  • AAPL
  • ACN
  • MSFT
Atala Financial Inc's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 476
Filing on Jan 22, 2025 Q4 2024

Sheridan Capital Management, LLC

  • IWF
  • MGV
  • AGG
  • BOND
  • USMV
  • IWV
  • VGT
Sheridan Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 27
Filing on Jan 24, 2025 Q4 2024

Richardson Financial Services Inc.

  • SPLG
  • AAPL
  • VTV
  • VUG
  • NVDA
  • SPEM
  • VOO
Richardson Financial Services Inc.'s Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 1208
Filing on Jan 23, 2025 Q4 2024

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHH
  • SCHA
  • SCHP
  • SCHO
Zynergy Retirement Planning Llc's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 111
Filing on Feb 10, 2025 Q4 2024

L.K. Benson & Company, P.C.

  • TROW
  • VXUS
  • VTI
  • SCHF
  • BND
  • DFUS
  • HIDE
L.K. Benson & Company, P.C.'s Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 95
Filing on Jan 29, 2025 Q4 2024

Cap Partners, LLC

  • SCHX
  • TSLA
  • VO
  • QQQE
  • NVDA
  • AVSC
  • AAPL
Cap Partners, LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 133
Filing on Feb 13, 2025 Q4 2024

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • JEPI
  • DFAE
  • EMB
Financial Alternatives, Inc's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 81
Filing on Jan 07, 2025 Q4 2024

Legend Financial Advisors, Inc.

  • VO
  • IAU
  • QQQ
  • SOXX
  • FNDX
  • VIOV
  • LCR
Legend Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 267
Filing on Jan 22, 2025 Q4 2024

Wealth Forward, LLC

  • RSP
  • FNDA
  • OEF
  • VEA
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 30
Filing on Feb 14, 2025 Q4 2024

Blue Capital, Inc.

  • DE
  • TSLA
  • SJNK
  • DIS
  • WMT
  • AMZN
  • JPM
Blue Capital, Inc.'s Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 112
Filing on Nov 14, 2024 Q3 2024

Sig Growth Equity Funds LTD Partnership, Lllp

  • PAYO
Sig Growth Equity Funds LTD Partnership, Lllp's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 1
Filing on Jan 24, 2025 Q4 2024

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • VTEB
  • DFAU
  • VWO
  • BNDX
Level Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 53
Filing on Jan 28, 2025 Q4 2024

Counterweight Ventures, LLC

  • AAPL
  • IWF
  • IJR
  • NVDA
  • MSFT
  • GOOG
  • AMZN
Counterweight Ventures, LLC's Q4 2024 Portfolio
Portfolio Value 141 Billion
Stocks 69
Filing on Jan 15, 2025 Q4 2024

Rf&L Wealth Management, LLC

  • DFAT
  • DFAC
  • DFUS
  • DFUV
  • BSV
  • AAPL
  • DFAS
Rf&L Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 141 Billion
Stocks 57
Filing on Feb 12, 2025 Q4 2024

Everstar Asset Management, LLC

  • BIL
  • SHY
  • IEI
  • VTI
  • XLF
  • SGOV
  • XLK
Everstar Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 141 Billion
Stocks 182
Filing on Jan 15, 2025 Q4 2024

Monument Group Wealth Advisors, LLC

  • DFAC
  • DFAI
  • VTI
  • VEA
  • DFAE
  • VB
  • VTV
Monument Group Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 141 Billion
Stocks 49