Largest Portfolios by Value

Filing on Sep 20, 2024 Q2 2024

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • QQQ
  • BSCP
  • GOOGL
Anchor Investment Management, LLC's Q2 2024 Portfolio
Portfolio Value 972 Billion
Stocks 1006
Filing on Nov 05, 2024 Q3 2024

Y.D. More Investments LTD

  • ESLT
  • ICL
  • NVMI
  • CAMT
  • ORA
  • TSEM
  • ITRN
Y.D. More Investments LTD's Q3 2024 Portfolio
Portfolio Value 955 Billion
Stocks 548
Filing on Nov 04, 2024 Q3 2024

Entropy Technologies, LP

  • MSFT
  • TMO
  • SHW
  • ADBE
  • ADP
  • USB
  • CVS
Entropy Technologies, LP's Q3 2024 Portfolio
Portfolio Value 952 Billion
Stocks 687
Filing on Nov 14, 2024 Q3 2024

Jpb Foundation

  • SPY
  • AAPL
  • UNH
  • LLY
  • TXN
  • ADP
  • JPM
Jpb Foundation's Q3 2024 Portfolio
Portfolio Value 947 Billion
Stocks 24
Filing on Oct 15, 2024 Q3 2024

Petredis Investment Advisors LLC

  • MGK
  • XLF
  • MSFT
  • NVDA
  • AAPL
  • MGV
  • XLK
Petredis Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 941 Billion
Stocks 103
Filing on Nov 13, 2024 Q3 2024

J. Stern & Co. LLP

  • NVDA
  • AMZN
  • ETN
  • META
  • GOOG
  • MA
  • APH
J. Stern & Co. LLP's Q3 2024 Portfolio
Portfolio Value 938 Billion
Stocks 43
Filing on Nov 12, 2024 Q3 2024

Longbow Finance Sa

  • XLY
  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOG
  • XLU
Longbow Finance Sa's Q3 2024 Portfolio
Portfolio Value 937 Billion
Stocks 87
Filing on Nov 14, 2024 Q3 2024

Knollwood Investment Advisory, LLC

  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • META
  • GOOG
  • NOW
Knollwood Investment Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 934 Billion
Stocks 356
Filing on Oct 15, 2024 Q3 2024

Bdf Gestion

  • ADI
  • EA
  • SNPS
  • GS
  • ACN
  • MSFT
  • NDAQ
Bdf Gestion's Q3 2024 Portfolio
Portfolio Value 931 Billion
Stocks 152
Filing on Oct 15, 2024 Q3 2024

Htlf Bank

  • VTV
  • VUG
  • HTLF
  • ITM
  • EFV
  • EFG
  • SHM
Htlf Bank's Q3 2024 Portfolio
Portfolio Value 921 Billion
Stocks 360
Filing on Nov 14, 2024 Q3 2024

Waterloo Capital, L.P.

  • IVV
  • RSP
  • ACIO
  • IWD
  • SPYG
  • WMT
  • QQQM
Waterloo Capital, L.P.'s Q3 2024 Portfolio
Portfolio Value 916 Billion
Stocks 354
Filing on Nov 14, 2024 Q3 2024

Retirement Investment Advisors, Inc.

  • VTV
  • VUG
  • IEFA
  • BIV
  • IEMG
  • VBR
  • BNDX
Retirement Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 915 Billion
Stocks 56
Filing on Oct 17, 2024 Q3 2024

Moss Adams Wealth Advisors LLC

  • VTI
  • IJR
  • JCPB
  • VGIT
  • XLU
  • BUG
  • PAVE
Moss Adams Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 913 Billion
Stocks 344
Filing on Nov 14, 2024 Q3 2024

Diversified Enterprises, LLC

  • SCHX
  • SCHD
  • IWM
  • IVV
  • XLC
  • SMH
  • XSVN
Diversified Enterprises, LLC's Q3 2024 Portfolio
Portfolio Value 911 Billion
Stocks 229
Filing on Oct 16, 2024 Q3 2024

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • DFIC
  • VTEB
  • AVUS
  • VNQ
Rockwood Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 909 Billion
Stocks 89
Filing on Nov 14, 2024 Q3 2024

Riposte Capital LLC

  • IWM
  • CEG
  • FCNCA
  • CRGY
  • VRT
  • VST
  • JCI
Riposte Capital LLC's Q3 2024 Portfolio
Portfolio Value 907 Billion
Stocks 20
Filing on Feb 05, 2024 Q4 2023

First Ascent Asset Management, LLC

  • VOO
  • VTI
  • VTEB
  • DFAC
  • IUSB
  • SPDW
  • VXUS
First Ascent Asset Management, LLC's Q4 2023 Portfolio
Portfolio Value 892 Billion
Stocks 53
Filing on Oct 07, 2024 Q3 2024

Azzad Asset Management Inc /Adv

  • AAPL
  • NVDA
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q3 2024 Portfolio
Portfolio Value 891 Billion
Stocks 307