Largest Portfolios by Value

Filing on Jan 22, 2025 Q4 2024

Prism Advisors, Inc.

  • IHDG
  • XCEM
  • WTV
  • RWK
  • SPYV
  • DFIV
  • IVE
Prism Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 60
Filing on Aug 05, 2024 Q2 2024

Regis Management CO LLC

  • VTI
  • VEA
  • VWO
  • EFA
  • BRK-B
  • IEFA
  • IWV
Regis Management CO LLC's Q2 2024 Portfolio
Portfolio Value 331 Million
Stocks 39
Filing on Feb 14, 2023 Q4 2022

Mass Ave Global Inc.

  • BABA
  • CRDO
  • JD
  • SPY
  • NTES
  • XOP
  • AMZN
Mass Ave Global Inc.'s Q4 2022 Portfolio
Portfolio Value 331 Million
Stocks 33
Filing on Jan 21, 2025 Q4 2024

Investment Research & Advisory Group, Inc.

  • NVDA
  • VOO
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • IJH
Investment Research & Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 331 Million
Stocks 212
Filing on Jan 29, 2025 Q4 2024

Peterson Wealth Services

  • AAPL
  • NVDA
  • TSLA
  • VUG
  • COST
  • AVGO
  • AMZN
Peterson Wealth Services's Q4 2024 Portfolio
Portfolio Value 331 Million
Stocks 217
Filing on Feb 07, 2025 Q4 2024

Kendall Capital Management

  • SMMD
  • AVGO
  • VUG
  • JPST
  • OMC
  • AVT
  • VSEC
Kendall Capital Management's Q4 2024 Portfolio
Portfolio Value 331 Million
Stocks 217
Filing on Jan 17, 2025 Q4 2024

Park Place Capital Corp

  • ACIO
  • DRSK
  • IVV
  • OSCV
  • RSP
  • IEFA
  • NVDA
Park Place Capital Corp's Q4 2024 Portfolio
Portfolio Value 331 Million
Stocks 809
Filing on Feb 14, 2025 Q4 2024

Frisch Financial Group, Inc.

  • AAPL
  • VTV
  • RSP
  • JPST
  • GOOGL
  • QQQE
  • VO
Frisch Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 129
Filing on Jan 21, 2025 Q4 2024

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • SCHP
  • VCIT
Peak Financial Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 96
Filing on Feb 12, 2025 Q4 2024

Brilliance Asset Management LTD

  • BZ
  • LI
  • PDD
  • YMM
  • EDU
  • FUTU
Brilliance Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 7
Filing on Jan 15, 2025 Q4 2024

Skopos Labs, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • TSLA
  • GOOGL
  • AVGO
Skopos Labs, Inc.'s Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 1943
Filing on Feb 13, 2025 Q4 2024

Harber Asset Management LLC

  • TSM
  • BABA
  • MCHP
  • SCHW
  • DLTR
  • PEGA
  • TFII
Harber Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 34
Filing on Jan 16, 2025 Q4 2024

Uncommon Cents Investing LLC

  • MSFT
  • ASA
  • KR
  • WFC
  • RTX
  • JPM
  • NSC
Uncommon Cents Investing LLC's Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 197
Filing on Feb 12, 2025 Q4 2024

Meridian Investment Counsel Inc.

  • AAPL
  • TSM
  • MSFT
  • ADBE
  • CVX
  • IAU
  • XLU
Meridian Investment Counsel Inc.'s Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 213
Filing on Feb 03, 2025 Q4 2024

Physicians Financial Services, Inc.

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • GOOGL
  • WMT
  • MA
Physicians Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 105
Filing on Jan 31, 2025 Q4 2024

Timber Creek Capital Management LLC

  • MSFT
  • AMZN
  • V
  • AAPL
  • GOOG
  • BRK-B
  • IAU
Timber Creek Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 80
Filing on Feb 04, 2025 Q4 2024

Mmcap International Inc. Spc

  • UEC
  • ASTL
  • DNN
  • URG
  • BITF
  • POET
  • AGCO
Mmcap International Inc. Spc's Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 139
Filing on Jan 31, 2025 Q4 2024

Freedom Day Solutions, LLC

  • MBOX
  • SPTM
  • AAPL
  • USRT
  • VXUS
  • MSFT
  • PFF
Freedom Day Solutions, LLC's Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 99