Largest Portfolios by Value

Filing on Nov 08, 2024 Q3 2024

Darwin Advisors, LLC

  • AFIF
  • MGK
  • EFA
  • AAPL
  • QQQ
  • UCON
  • LMBS
Darwin Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 356 Million
Stocks 648
Filing on Jan 29, 2025 Q4 2024

Augustine Asset Management Inc

  • APP
  • AAPL
  • MSFT
  • TSM
  • IBN
  • AAAU
  • JPM
Augustine Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 356 Million
Stocks 107
Filing on Jan 14, 2025 Q4 2024

First Pacific Financial

  • VUG
  • OEF
  • MDYV
  • FNDA
  • VCIT
  • NUBD
  • GMF
First Pacific Financial's Q4 2024 Portfolio
Portfolio Value 355 Million
Stocks 400
Filing on Feb 11, 2025 Q4 2024

American Financial Group Inc 401(K) Retirement & Savings Plan

  • AFG
American Financial Group Inc 401(K) Retirement & Savings Plan's Q4 2024 Portfolio
Portfolio Value 355 Million
Stocks 1
Filing on Jan 28, 2025 Q4 2024

Quattro Financial Advisors LLC

  • MSFT
  • CRM
  • XLG
  • AMZN
  • QQQ
  • RSP
  • GOOGL
Quattro Financial Advisors LLC's Q4 2024 Portfolio
Portfolio Value 355 Million
Stocks 86
Filing on Nov 14, 2024 Q3 2024

Semmax Financial Advisors Inc.

  • SCHI
  • FLOT
  • VUG
  • VOO
  • IEF
  • JPM
  • NEAR
Semmax Financial Advisors Inc.'s Q3 2024 Portfolio
Portfolio Value 355 Million
Stocks 379
Filing on Feb 13, 2025 Q4 2024

Edenbrook Capital, LLC

  • SPY
  • CGNT
  • MGNI
  • IWM
  • FEIM
  • BCOV
  • MCHX
Edenbrook Capital, LLC's Q4 2024 Portfolio
Portfolio Value 355 Million
Stocks 22
Filing on Jan 14, 2025 Q4 2024

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • COWZ
  • VGT
  • BNDX
  • SLQD
Wiser Wealth Management, Inc's Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 48
Filing on Jan 15, 2025 Q4 2024

Whitener Capital Management, Inc.

  • AAPL
  • JPM
  • GOOGL
  • MSFT
  • WMT
  • AMZN
  • NVDA
Whitener Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 158
Filing on Jan 30, 2025 Q4 2024

Waypoint Wealth Partners Inc.

  • AVUS
  • DFAC
  • AVDE
  • AVEM
  • DFIC
  • UPS
  • ESGU
Waypoint Wealth Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 68
Filing on Feb 03, 2025 Q4 2024

Wealth Bridge Capital Management, LLC

  • IVV
  • RSP
  • SPY
  • BRK-B
  • BKLC
  • AAPL
  • QQQ
Wealth Bridge Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 200
Filing on Jan 22, 2025 Q4 2024

Cisco Systems, Inc.

  • ITOT
  • IVV
  • HCP
Cisco Systems, Inc.'s Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 3
Filing on Nov 14, 2024 Q3 2024

Hst Ventures, LLC

  • WFC
  • V
  • ICE
  • APO
  • PNC
  • SCHW
  • COF
Hst Ventures, LLC's Q3 2024 Portfolio
Portfolio Value 353 Million
Stocks 49
Filing on Nov 13, 2024 Q3 2024

Minot Capital, LP

  • SPY
  • ACWI
  • EFA
  • VGSH
  • IEMG
  • IBB
Minot Capital, LP's Q3 2024 Portfolio
Portfolio Value 353 Million
Stocks 6
Filing on Feb 03, 2025 Q4 2024

Bray Capital Advisors

  • NVDA
  • VCSH
  • AMZN
  • GOOGL
  • IGSB
  • AAPL
  • MSFT
Bray Capital Advisors's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 256
Filing on Feb 07, 2025 Q4 2024

Smith & Howard Wealth Management, LLC

  • AGG
  • VTI
  • IEFA
  • JMUB
  • VTV
  • BND
  • VEA
Smith & Howard Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 83
Filing on Feb 03, 2025 Q4 2024

Boyd Watterson Asset Management LLC

  • IGSB
  • SPY
  • MSFT
  • IGIB
  • AVGO
  • GOOGL
  • VCLT
Boyd Watterson Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 434
Filing on Feb 14, 2025 Q4 2024

Tenere Capital LLC

  • MSFT
  • GOOGL
  • V
  • AMZN
  • AAPL
  • BX
  • MRVL
Tenere Capital LLC's Q4 2024 Portfolio
Portfolio Value 352 Million
Stocks 23