Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Tide Cove Capital Partners LLC

  • VTI
  • BND
  • AGG
  • VUG
  • QQQM
  • VYM
  • VIG
Tide Cove Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 134 Billion
Stocks 16
Filing on Jan 22, 2025 Q4 2024

Patrick M Sweeney & Associates, Inc

  • AAPL
  • ABT
  • JPM
  • BAC
  • MRK
  • ABBV
  • MSFT
Patrick M Sweeney & Associates, Inc's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 147
Filing on Jan 14, 2025 Q4 2024

Silvia Mccoll Wealth Management, LLC

  • SCHD
  • AAPL
  • VBR
  • CVX
  • IJH
  • CGGO
  • MSFT
Silvia Mccoll Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 106
Filing on Feb 13, 2025 Q4 2024

Optimize Financial Inc

  • APP
  • TTMI
  • CRM
  • CRWD
  • WIX
  • GDDY
  • NVDA
Optimize Financial Inc's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 234
Filing on Feb 14, 2025 Q4 2024

Strive Asset Management, LLC

  • QQQ
  • MSTR
  • VTEB
  • AMZN
  • AAPL
  • IQDG
  • VOOV
Strive Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 112
Filing on Jan 24, 2025 Q4 2024

Lb Partners LLC

  • WOW
  • GOGO
  • TIGO
  • RELY
  • AXP
  • DFS
  • OPFI
Lb Partners LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 21
Filing on Feb 11, 2025 Q4 2024

Elevate Wealth Advisory, Inc

  • ITOT
  • VGIT
  • BSV
  • DFIV
  • STIP
  • AVUV
  • AVDV
Elevate Wealth Advisory, Inc's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 117
Filing on Feb 14, 2025 Q4 2024

Eight 31 Financial LLC

  • SHV
  • HPK
  • VOO
  • XOM
  • AAPL
  • AOM
  • IDEV
Eight 31 Financial LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 62
Filing on Jan 23, 2025 Q4 2024

Oxen Free Capital LLC

  • STRV
  • STXG
  • STXD
  • STXK
  • IMCG
  • HYG
  • IQLT
Oxen Free Capital LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 42
Filing on Feb 14, 2025 Q4 2024

Exome Asset Management LLC

  • BBIO
  • LLY
  • GERN
  • HUM
  • GH
  • RLAY
  • SNDX
Exome Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 59
Filing on Jan 29, 2025 Q4 2024

Pom Investment Strategies, LLC

  • BUFR
  • MGK
  • QQQ
  • XLG
  • IWV
  • VB
  • EDOW
Pom Investment Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 342
Filing on Jan 29, 2025 Q4 2024

Axecap Investments, LLC

  • AVGO
  • PKG
  • NOW
  • TMUS
  • MSI
  • ABBV
  • CRWD
Axecap Investments, LLC's Q4 2024 Portfolio
Portfolio Value 133 Billion
Stocks 70
Filing on Jan 26, 2023 Q4 2022

True Signal LP

  • MCD
  • SHW
  • CVS
  • ULTA
  • ETSY
  • UPS
  • BURL
True Signal LP's Q4 2022 Portfolio
Portfolio Value 133 Billion
Stocks 75
Filing on Jan 14, 2025 Q4 2024

Define Financial, LLC

  • AVUV
  • VTIP
  • VTI
  • AVDV
  • VNQ
  • VEU
  • VWO
Define Financial, LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 34
Filing on Jan 14, 2025 Q4 2024

Nabity Jensen Investment Management Inc

  • VTV
  • GSLC
  • VUG
  • QQQ
  • VBR
  • NVDA
  • SCHG
Nabity Jensen Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 66
Filing on Feb 11, 2025 Q4 2024

Graney & King, LLC

  • SPYG
  • SPYV
  • SLYV
  • VLU
  • SLYG
  • BBIN
  • QQQM
Graney & King, LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 322
Filing on Feb 13, 2025 Q4 2024

U S Wealth Group, Llc.

  • AGG
  • IEF
  • TLT
  • AAPL
  • NVDA
  • SCHX
  • MSFT
U S Wealth Group, Llc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 40
Filing on Jan 29, 2025 Q4 2024

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONG
  • VONV
  • VEA
Golden Road Advisors LLC's Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 39