Largest Portfolios by Value

Filing on Feb 05, 2025 Q4 2024

First American Bank

  • AAPL
  • AVGO
  • MSFT
  • GOOGL
  • AMZN
  • NVDA
  • PEP
First American Bank's Q4 2024 Portfolio
Portfolio Value 1.42 Trillion
Stocks 231
Filing on Feb 13, 2025 Q4 2024

First Beijing Investment LTD

  • PDD
  • YMM
  • SE
  • ATAT
  • VIPS
  • RLX
  • BILI
First Beijing Investment LTD's Q4 2024 Portfolio
Portfolio Value 1.41 Trillion
Stocks 12
Filing on Feb 10, 2025 Q4 2024

Avalon Trust CO

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • AVGO
  • V
Avalon Trust CO's Q4 2024 Portfolio
Portfolio Value 1.41 Trillion
Stocks 425
Filing on Feb 14, 2025 Q4 2024

Morgan Stanley

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • SPY
Morgan Stanley's Q4 2024 Portfolio
Portfolio Value 1.39 Trillion
Stocks 44604
Filing on Feb 05, 2025 Q4 2024

Plato Investment Management LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • TSLA
Plato Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 1.36 Trillion
Stocks 585
Filing on Jan 22, 2025 Q4 2024

Smith Group Asset Management, LLC

  • AAPL
  • MSFT
  • APP
  • COST
  • BKNG
  • META
  • PH
Smith Group Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Trillion
Stocks 187
Filing on Feb 14, 2025 Q4 2024

Voleon Capital Management LP

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • META
  • TSLA
Voleon Capital Management LP's Q4 2024 Portfolio
Portfolio Value 1.35 Trillion
Stocks 325
Filing on Feb 07, 2025 Q4 2024

Rebalance, LLC

  • SCHB
  • VTI
  • AGG
  • SCHF
  • VEA
  • VNQ
  • VCIT
Rebalance, LLC's Q4 2024 Portfolio
Portfolio Value 1.34 Trillion
Stocks 98
Filing on Jan 22, 2025 Q4 2024

Kingswood Wealth Advisors, LLC

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • QQQ
  • AMZN
  • VOO
Kingswood Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.33 Trillion
Stocks 795
Filing on Feb 14, 2025 Q4 2024

Ursa Fund Management, LLC

  • MSFT
  • MSFT
  • MSTR
  • MSTR
  • AAPL
  • AAPL
  • MSTR
Ursa Fund Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.33 Trillion
Stocks 19
Filing on Feb 14, 2025 Q4 2024

Hancock Prospecting Pty LTD

  • TECK
  • MP
  • DIA
  • VOO
  • IVV
  • CVX
  • SQM
Hancock Prospecting Pty LTD's Q4 2024 Portfolio
Portfolio Value 1.33 Trillion
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • AAPL
Invictus Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.32 Trillion
Stocks 79
Filing on Feb 13, 2025 Q4 2024

Maren Capital LLC

  • TDY
  • AME
  • ROLL
  • RLI
  • HEIA
  • APH
  • KNSL
Maren Capital LLC's Q4 2024 Portfolio
Portfolio Value 1.31 Trillion
Stocks 25
Filing on Feb 13, 2025 Q4 2024

Dnca Finance

  • CRH.L
  • V
  • MSFT
  • NVDA
  • META
  • RACE
  • AAPL
Dnca Finance's Q4 2024 Portfolio
Portfolio Value 1.28 Trillion
Stocks 137
Filing on Feb 13, 2025 Q4 2024

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • AMZN
  • MSFT
  • APH
  • COST
Foster Dykema Cabot & Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.28 Trillion
Stocks 379
Filing on Jan 16, 2025 Q4 2024

Diversify Wealth Management, LLC

  • DFAU
  • SPY
  • SPYG
  • SPYV
  • NVDA
  • AAPL
  • AMZN
Diversify Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.28 Trillion
Stocks 514
Filing on Jan 30, 2025 Q4 2024

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q4 2024 Portfolio
Portfolio Value 1.28 Trillion
Stocks 1
Filing on Feb 14, 2025 Q4 2024

Triglav Skladi, D.O.O.

  • NVDA
  • AMZN
  • MSFT
  • AAPL
  • META
  • JPM
  • LLY
Triglav Skladi, D.O.O.'s Q4 2024 Portfolio
Portfolio Value 1.27 Trillion
Stocks 126