Largest Portfolios by Value

Filing on Jan 21, 2025 Q4 2024

High Net Worth Advisory Group LLC

  • VOO
  • AAPL
  • NVDA
  • VIG
  • AGG
  • VYM
  • JEPI
High Net Worth Advisory Group LLC's Q4 2024 Portfolio
Portfolio Value 345 Million
Stocks 219
Filing on Feb 12, 2025 Q4 2024

Tradewinds, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • JPM
  • WMT
  • PG
Tradewinds, Llc.'s Q4 2024 Portfolio
Portfolio Value 345 Million
Stocks 215
Filing on Feb 10, 2025 Q4 2024

Madison Wealth Partners, Inc

  • DGRO
  • IUSG
  • IUSV
  • ONEQ
  • IVV
  • IJH
  • SCHB
Madison Wealth Partners, Inc's Q4 2024 Portfolio
Portfolio Value 345 Million
Stocks 152
Filing on Feb 12, 2025 Q4 2024

Guidance Point Advisors, LLC

  • JPM
  • IVV
  • IVW
  • IEFA
  • IJR
  • IJH
  • IVE
Guidance Point Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 344 Million
Stocks 85
Filing on Aug 05, 2022 Q2 2022

Fieldpoint Private Securities, LLC

  • AAPL
  • SPGI
  • SPY
  • IDV
  • MSFT
  • DVY
  • GLD
Fieldpoint Private Securities, LLC's Q2 2022 Portfolio
Portfolio Value 344 Million
Stocks 1592
Filing on Feb 14, 2025 Q4 2024

Redwood Investments, LLC

  • VWO
  • NVDA
  • AMZN
  • GOOGL
  • ACN
  • IBN
  • JPM
Redwood Investments, LLC's Q4 2024 Portfolio
Portfolio Value 344 Million
Stocks 113
Filing on Feb 12, 2025 Q4 2024

Tikvah Management LLC

  • AMZN
  • GOOGL
  • BIO
  • CMPO
  • PCOR
  • SPY
  • GOOG
Tikvah Management LLC's Q4 2024 Portfolio
Portfolio Value 344 Million
Stocks 24
Filing on Feb 11, 2025 Q4 2024

Sciencast Management LP

  • MRK
  • RTX
  • PEP
  • GM
  • UPS
  • TJX
  • ELV
Sciencast Management LP's Q4 2024 Portfolio
Portfolio Value 344 Million
Stocks 244
Filing on Feb 10, 2025 Q4 2024

Philo Smith Capital Corp

  • PRI
  • RGA
  • BRO
  • AJG
  • AFL
  • RNR
  • AMP
Philo Smith Capital Corp's Q4 2024 Portfolio
Portfolio Value 343 Million
Stocks 61
Filing on Jan 29, 2025 Q4 2024

Jsf Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IEFA
  • XLG
  • QQQ
  • IWY
Jsf Financial, LLC's Q4 2024 Portfolio
Portfolio Value 343 Million
Stocks 122
Filing on Feb 18, 2025 Q4 2024

Pacific Center For Financial Services

  • QQQ
  • VTI
  • JEPI
  • SMLF
  • XMHQ
  • VNQ
  • IJH
Pacific Center For Financial Services's Q4 2024 Portfolio
Portfolio Value 343 Million
Stocks 526
Filing on Feb 03, 2025 Q4 2024

O'Neil Global Advisors, Inc.

  • TSLA
  • NVDA
  • META
  • AVGO
  • PLTR
  • GOOGL
  • AMZN
O'Neil Global Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 37
Filing on Feb 14, 2025 Q4 2024

Iii Capital Management

  • SPY
  • BKLN
  • PCG
  • LCID
  • EXPE
  • ACI
  • HRI
Iii Capital Management's Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 37
Filing on Feb 11, 2025 Q4 2024

Horrell Capital Management, Inc.

  • ORLY
  • UNP
  • LII
  • MUSA
  • AZO
  • DDS
  • HD
Horrell Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 212
Filing on Feb 14, 2025 Q4 2024

Searle & Co.

  • AAPL
  • MSFT
  • AXP
  • PANW
  • ABBV
  • XOM
  • BAC
Searle & Co.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 177
Filing on Feb 10, 2025 Q4 2024

Drake & Associates, LLC

  • FBND
  • RECS
  • IUSV
  • JAAA
  • FIXD
  • SPYG
  • IJH
Drake & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 88
Filing on Feb 03, 2025 Q4 2024

F Dx Advisors, Inc.

  • BND
  • IDEV
  • IWF
  • MBB
  • SCHP
  • IWD
  • IEMG
F Dx Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 178
Filing on Jan 22, 2025 Q4 2024

Exor N.V.

  • CLVT
Exor N.V.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 2