Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Cannell Capital LLC

  • CVCO
  • NOA
  • UTI
  • MDXG
  • CMPO
  • TRUE
  • ARKO
Cannell Capital LLC's Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 52
Filing on Feb 07, 2025 Q4 2024

Simplicity Wealth,Llc

  • VOO
  • IVV
  • ERJ
  • NVDA
  • FYT
  • MSFT
  • AAPL
Simplicity Wealth,Llc's Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 323
Filing on Feb 13, 2025 Q4 2024

Lafayette Investments, Inc.

  • BRK-B
  • MKL
  • PGR
  • META
  • MSFT
  • AAPL
  • JEF
Lafayette Investments, Inc.'s Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 149
Filing on Jan 28, 2025 Q4 2024

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFUS
  • AVDE
  • DFAI
  • DFIC
Sc&H Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 148
Filing on Nov 03, 2022 Q3 2022

Spectrum Management Group, LLC

  • SPY
  • IVV
  • ESGU
  • AAPL
  • XLK
  • MSFT
  • IUSB
Spectrum Management Group, LLC's Q3 2022 Portfolio
Portfolio Value 460 Million
Stocks 245
Filing on Feb 13, 2025 Q4 2024

Fidelity National Financial, Inc.

  • ALIT
  • CCAP
  • PM
  • UPS
  • GD
  • CVX
  • GPC
Fidelity National Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 460 Million
Stocks 17
Filing on Feb 12, 2025 Q4 2024

Gibson Capital, LLC

  • VTI
  • VNQ
  • BRK-A
  • VV
  • DCO
  • DFAT
  • VIG
Gibson Capital, LLC's Q4 2024 Portfolio
Portfolio Value 460 Million
Stocks 114
Filing on Jan 07, 2025 Q4 2024

Spence Asset Management

  • V
  • MA
  • SPY
  • AMZN
  • ISRG
  • TYL
  • NOW
Spence Asset Management's Q4 2024 Portfolio
Portfolio Value 460 Million
Stocks 40
Filing on Jan 24, 2025 Q4 2024

Abundance Wealth Counselors

  • IVV
  • IEFA
  • PCT
  • IQLT
  • XBI
  • AAPL
  • SUB
Abundance Wealth Counselors's Q4 2024 Portfolio
Portfolio Value 459 Million
Stocks 141
Filing on Jan 16, 2025 Q4 2024

Wooster Corthell Wealth Management, Inc.

  • MGC
  • VTI
  • ITOT
  • SCHF
  • VGIT
  • VO
  • SCHP
Wooster Corthell Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 459 Million
Stocks 53
Filing on Feb 11, 2025 Q4 2024

Heron Bay Capital Management

  • LPLA
  • VNT
  • CCSI
  • MSFT
  • GOOGL
  • SSNC
  • SCHW
Heron Bay Capital Management's Q4 2024 Portfolio
Portfolio Value 459 Million
Stocks 112
Filing on Jan 31, 2025 Q4 2024

Pasadena Private Wealth, LLC

  • VUG
  • VTV
  • VEU
  • VBR
  • DIVO
  • COM
  • FNDA
Pasadena Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 458 Million
Stocks 159
Filing on Jan 14, 2025 Q4 2024

Safeguard Financial, LLC

  • VUG
  • VTV
  • VBR
  • IEFA
  • VBK
  • SCHG
  • VEA
Safeguard Financial, LLC's Q4 2024 Portfolio
Portfolio Value 458 Million
Stocks 114
Filing on Jan 29, 2025 Q4 2024

Ocean Capital Management, LLC

  • AAPL
  • AMZN
  • COST
  • GOOGL
  • NVDA
  • DECK
  • GOOG
Ocean Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 458 Million
Stocks 116
Filing on Jan 15, 2025 Q4 2024

Raub Brock Capital Management LP

  • IEF
  • TSM
  • CMF
  • PH
  • ORCL
  • MA
  • ADP
Raub Brock Capital Management LP's Q4 2024 Portfolio
Portfolio Value 458 Million
Stocks 39
Filing on Jan 17, 2025 Q4 2024

Minich Mac Gregor Wealth Management, LLC

  • SCHG
  • MOAT
  • IYF
  • ITB
  • HYGH
  • SPY
  • FV
Minich Mac Gregor Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 457 Million
Stocks 119
Filing on Feb 14, 2025 Q4 2024

First Reserve Gp Xiii LTD

  • ET
First Reserve Gp Xiii LTD's Q4 2024 Portfolio
Portfolio Value 457 Million
Stocks 1
Filing on Feb 14, 2025 Q4 2024

Stanley Capital Management, LLC

  • META
  • ELV
  • ORCL
  • CNC
  • VRT
  • CTVA
  • MCK
Stanley Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 457 Million
Stocks 37