Largest Portfolios by Value

Filing on Jan 23, 2025 Q4 2024

Koa Wealth Management, LLC

  • BRK-B
  • AAPL
  • GOOGL
  • SGOV
  • SHY
  • HALO
  • AMZN
Koa Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 49
Filing on Jan 23, 2025 Q4 2024

Capstone Capital Wealth Advisors

  • DFAC
  • DFIC
  • DFEM
  • VCSH
  • VTEB
  • VCIT
  • AAPL
Capstone Capital Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 24
Filing on Feb 14, 2025 Q4 2024

D. E. Shaw & Co., Inc.

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • TSLA
  • BA
  • AMZN
D. E. Shaw & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 5526
Filing on Feb 12, 2025 Q4 2024

Arrowstreet Capital, Limited Partnership

  • NVDA
  • AAPL
  • MSFT
  • META
  • NFLX
  • SHOP
  • BKNG
Arrowstreet Capital, Limited Partnership's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 1703
Filing on Jan 13, 2025 Q4 2024

Floyd Financial Group LLC

  • SCHX
  • JCPB
  • NVDA
  • MSFT
  • OIH
  • XLF
  • SCHA
Floyd Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 60
Filing on Feb 05, 2025 Q4 2024

Illumine Investment Management, LLC

  • AAPL
  • COST
  • ISRG
  • JPST
  • DASH
  • SEIX
  • IBKR
Illumine Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 91
Filing on Feb 18, 2025 Q4 2024

Vega Investment Solutions

  • MSFT
  • NVDA
  • AAPL
  • PANW
  • GOOG
  • AMZN
  • ISRG
Vega Investment Solutions's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 79
Filing on Jan 27, 2025 Q4 2024

Vestia Personal Wealth Advisors

  • DFAT
  • DFIC
  • DFAC
  • DFIV
  • DFUV
  • DFNM
  • DFAS
Vestia Personal Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 95
Filing on Jan 29, 2025 Q4 2024

Fairman Group, LLC

  • ACN
  • IVV
  • ACCD
  • VEA
  • VEEV
  • ESNT
  • WRB
Fairman Group, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 346
Filing on Feb 12, 2025 Q4 2024

Climber Capital Sa

  • VOO
  • GLD
  • SHV
  • SPSB
  • RYT
  • SDY
  • VCSH
Climber Capital Sa's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 52
Filing on Feb 13, 2025 Q4 2024

Holcombe Financial, Inc.

  • SCHO
  • AAPL
  • CLTL
  • OVT
  • STIP
  • AVUS
  • AVDE
Holcombe Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 37
Filing on Jan 30, 2025 Q4 2024

B Long Financial, LLC

  • AAPL
  • NVDA
  • LLY
  • IWP
  • MOAT
  • MSFT
  • META
B Long Financial, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 78
Filing on Jan 24, 2025 Q4 2024

Muirfield Wealth Advisors LLC

  • RSP
  • VGSH
  • SCHX
  • VIG
  • BRK-B
  • IJR
  • VUG
Muirfield Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 66
Filing on Feb 11, 2025 Q4 2024

Gutierrez Wealth Advisory, LLC

  • VOO
  • CGGR
  • CGDV
  • VEA
  • VXF
  • CGMU
  • CGXU
Gutierrez Wealth Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 75
Filing on Feb 13, 2025 Q4 2024

Gibson Wealth Advisors LLC

  • VTI
  • BND
  • VOO
  • VXUS
  • NSC
  • VB
  • XOM
Gibson Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 34
Filing on Feb 05, 2025 Q4 2024

Durante & Waters, LLC

  • IVV
  • ITOT
  • IVE
  • AGG
  • SHY
  • VTI
  • BRK-A
Durante & Waters, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 29
Filing on Jan 22, 2025 Q4 2024

Northwest Financial Advisors

  • AAPL
  • MSFT
  • QQQ
  • AMZN
  • LPLA
  • VIG
  • NVDA
Northwest Financial Advisors's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 113
Filing on Jan 29, 2025 Q4 2024

David Wealth Management LLC

  • DFAC
  • DFAX
  • DFSD
  • DFUS
  • DFNM
  • DHR
  • DFCF
David Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 48