Largest Portfolios by Value

Filing on Jan 17, 2025 Q4 2024

Smi Advisory Services, LLC

  • QQQM
  • BSCP
  • SPY
  • BIV
  • IVV
  • HYG
  • IWF
Smi Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 368 Million
Stocks 67
Filing on Nov 14, 2022 Q3 2022

Surevest, LLC

  • IWF
  • AGG
  • IXUS
  • ACWX
  • AAPL
  • ILCV
  • VWO
Surevest, LLC's Q3 2022 Portfolio
Portfolio Value 368 Million
Stocks 528
Filing on Feb 10, 2025 Q4 2024

Mystic Asset Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • JPM
  • QQQ
  • META
Mystic Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 367 Million
Stocks 223
Filing on Feb 05, 2025 Q4 2024

Altrius Capital Management Inc

  • TTE
  • TM
  • BTI
  • BP
  • DPSGY
  • CNHI
  • SNY
Altrius Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 367 Million
Stocks 85
Filing on Feb 14, 2025 Q4 2024

Foyston, Gordon, & Payne Inc

  • MSFT
  • AVGO
  • PM
  • MSI
  • META
  • GOOGL
  • ALSN
Foyston, Gordon, & Payne Inc's Q4 2024 Portfolio
Portfolio Value 366 Million
Stocks 52
Filing on Feb 05, 2025 Q4 2024

Evergreen Advisors, LLC

  • SCHB
  • SCHF
  • VCIT
  • SCHD
  • VGIT
  • VMBS
  • IJR
Evergreen Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 366 Million
Stocks 20
Filing on Feb 14, 2025 Q4 2024

Baldwin Investment Management, LLC

  • AVGO
  • AAPL
  • NVDA
  • MSFT
  • JPM
  • AMZN
  • COST
Baldwin Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 365 Million
Stocks 199
Filing on Feb 13, 2025 Q4 2024

Manhattan West Asset Management, LLC

  • CMF
  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • GOOGL
  • MLN
Manhattan West Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 365 Million
Stocks 132
Filing on Feb 14, 2025 Q4 2024

Tiger Pacific Capital LP

  • TAL
  • TSM
  • QFIN
  • YY
  • NOAH
  • BEKE
  • PDD
Tiger Pacific Capital LP's Q4 2024 Portfolio
Portfolio Value 365 Million
Stocks 14
Filing on Jan 21, 2025 Q4 2024

Cornerstone Wealth Advisors, Inc.

  • SCHR
  • VGSH
  • SCHG
  • VUG
  • VTV
  • VEA
  • SCHV
Cornerstone Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 52
Filing on Oct 04, 2022 Q3 2022

Bowling Portfolio Management LLC

  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • SCHX
  • BRKB
  • PG
Bowling Portfolio Management LLC's Q3 2022 Portfolio
Portfolio Value 364 Million
Stocks 183
Filing on Jan 15, 2025 Q4 2024

Farmers & Merchants Trust CO Of Long Beach

  • AAPL
  • MSFT
  • BRK-B
  • AMZN
  • COST
  • GOOGL
  • JPM
Farmers & Merchants Trust CO Of Long Beach's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 313
Filing on Feb 13, 2025 Q4 2024

Myda Advisors LLC

  • NVDA
  • AMZN
  • PLD
  • VZ
  • T
  • IWM
  • DVY
Myda Advisors LLC's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 131
Filing on Feb 12, 2025 Q4 2024

Martin Investment Management, LLC

  • CHKP
  • NVO
  • TM
  • SONY
  • ALC
  • AAPL
  • NVS
Martin Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 48
Filing on Feb 14, 2025 Q4 2024

Safeguard Investment Advisory Group, LLC

  • DFAC
  • DUHP
  • QQQ
  • SPY
  • DFSV
  • AAPL
  • IHI
Safeguard Investment Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 117
Filing on Feb 13, 2025 Q4 2024

Paulson Wealth Management Inc.

  • IWF
  • IWD
  • EFA
  • IWM
  • AAPL
  • VCSH
  • SPY
Paulson Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 138
Filing on Jan 14, 2025 Q4 2024

Winch Advisory Services, LLC

  • SPTM
  • AAPL
  • NVDA
  • VCIT
  • AMZN
  • VGSH
  • MSFT
Winch Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 556
Filing on Jan 23, 2025 Q4 2024

Evernest Financial Advisors, LLC

  • AAPL
  • BRK-B
  • MSFT
  • GLDM
  • IVV
  • IJH
  • VOO
Evernest Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 363 Million
Stocks 163