Largest Portfolios by Value

Filing on Jan 24, 2025 Q4 2024

E&G Advisors, LP

  • IWF
  • VIG
  • SPY
  • QQQ
  • VTV
  • GOOGL
  • JPM
E&G Advisors, LP's Q4 2024 Portfolio
Portfolio Value 361 Million
Stocks 216
Filing on Jan 21, 2025 Q4 2024

Benin Management Corp

  • SPY
  • AAPL
  • MSFT
  • V
  • QQQ
  • DIA
  • PEP
Benin Management Corp's Q4 2024 Portfolio
Portfolio Value 361 Million
Stocks 125
Filing on Jan 16, 2025 Q4 2024

Strong Tower Advisory Services

  • MSTR
  • FSK
  • NVDA
  • FBRT
  • TSLA
  • MSFT
  • AMZN
Strong Tower Advisory Services's Q4 2024 Portfolio
Portfolio Value 361 Million
Stocks 92
Filing on Jan 21, 2025 Q4 2024

Wolff Financial Management LLC

  • VUG
  • VEA
  • DGRO
  • SDY
  • VB
  • VYM
  • VO
Wolff Financial Management LLC's Q4 2024 Portfolio
Portfolio Value 360 Million
Stocks 94
Filing on Feb 12, 2025 Q4 2024

Milestone Investment Advisors LLC

  • SPHQ
  • SCHG
  • SCHX
  • VUG
  • XMHQ
  • FDVV
  • SCHB
Milestone Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 360 Million
Stocks 130
Filing on Jan 08, 2025 Q4 2024

Collective Family Office LLC

  • JMUB
  • BSJP
  • AVUV
  • FNDA
  • DFAE
  • VTV
  • AVLV
Collective Family Office LLC's Q4 2024 Portfolio
Portfolio Value 360 Million
Stocks 164
Filing on Jan 31, 2025 Q4 2024

Financial Consulate, Inc

  • SCHX
  • SCHF
  • FNDB
  • MFDX
  • DUHP
  • SCHD
  • VTIP
Financial Consulate, Inc's Q4 2024 Portfolio
Portfolio Value 360 Million
Stocks 31
Filing on Jan 15, 2025 Q4 2024

Monarch Capital Management Inc

  • MSFT
  • AAPL
  • WMT
  • HD
  • MRK
  • MCD
  • LKFN
Monarch Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 359 Million
Stocks 114
Filing on Nov 04, 2024 Q3 2024

Oliver Lagore Vanvalin Investment Group

  • SPY
  • BIL
  • IEI
  • IEF
  • GSST
  • SPLG
  • QQQM
Oliver Lagore Vanvalin Investment Group's Q3 2024 Portfolio
Portfolio Value 359 Million
Stocks 685
Filing on Jan 28, 2025 Q4 2024

Iridian Asset Management LLC

  • SPY
  • TNL
  • ACVA
  • POST
  • ELV
  • LAD
  • RTO
Iridian Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 359 Million
Stocks 49
Filing on Jan 13, 2025 Q4 2024

Sunflower Bank, N.A.

  • VV
  • AGG
  • VTEB
  • VXUS
  • IJR
  • PG
  • SPY
Sunflower Bank, N.A.'s Q4 2024 Portfolio
Portfolio Value 359 Million
Stocks 189
Filing on Jan 24, 2025 Q4 2024

Riggs Asset Managment Co. Inc.

  • PAVE
  • GLD
  • AIRR
  • NVDA
  • AAPL
  • IJH
  • IWM
Riggs Asset Managment Co. Inc.'s Q4 2024 Portfolio
Portfolio Value 359 Million
Stocks 642
Filing on Feb 13, 2025 Q4 2024

Lts One Management LP

  • IFF
  • COF
  • AON
  • GE
  • MSFT
  • TSM
  • AMZN
Lts One Management LP's Q4 2024 Portfolio
Portfolio Value 359 Million
Stocks 17
Filing on Feb 03, 2025 Q4 2024

Curtis Advisory Group, LLC

  • SPY
  • SCHG
  • NVDA
  • IWF
  • VGT
  • JEPI
  • QQQ
Curtis Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 96
Filing on Feb 06, 2025 Q4 2024

Amj Financial Wealth Management

  • EAT
  • AVGO
  • SJNK
  • BSCP
  • META
  • TJX
  • ETN
Amj Financial Wealth Management's Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 84
Filing on Feb 13, 2025 Q4 2024

Mizuho Bank, Ltd.

  • GLD
  • XLU
  • CME
  • XLC
  • XLF
  • XLK
  • AAPL
Mizuho Bank, Ltd.'s Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 108
Filing on Jan 31, 2025 Q4 2024

Ifrah Financial Services, Inc.

  • TFLO
  • IVW
  • AAPL
  • IJK
  • SHY
  • FLOT
  • VEU
Ifrah Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 203
Filing on Feb 13, 2025 Q4 2024

Seaview Investment Managers LLC

  • SPY
  • QQQ
  • AVGO
  • NVDA
  • AMZN
  • GOOGL
  • AAPL
Seaview Investment Managers LLC's Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 246