Largest Portfolios by Value

Filing on Feb 03, 2025 Q4 2024

Bank Of Stockton

  • IVV
  • IJH
  • IJR
  • BIV
  • AAPL
  • IVE
  • MSFT
Bank Of Stockton's Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 155
Filing on Jan 31, 2025 Q4 2024

Feng He Fund Management Pte. Ltd.

  • TSM
  • AMD
  • BABA
  • TAL
  • NTES
  • GLW
  • TER
Feng He Fund Management Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 329 Million
Stocks 15
Filing on Feb 02, 2023 Q4 2022

Monarch Partners Asset Management LLC

  • MOD
  • TGLS
  • HTBK
  • CTRE
  • UCTT
  • NTST
  • CHEF
Monarch Partners Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 328 Million
Stocks 133
Filing on Jan 29, 2025 Q4 2024

Walter & Keenan Wealth Management LLC

  • AAPL
  • LLY
  • MSFT
  • GOOG
  • JPM
  • BRK-B
  • WMT
Walter & Keenan Wealth Management LLC 's Q4 2024 Portfolio
Portfolio Value 328 Million
Stocks 150
Filing on Feb 07, 2025 Q4 2024

Roberts Glore & CO Inc

  • BRK-B
  • AAPL
  • MSFT
  • GOOG
  • VTEB
  • VTIP
  • VTI
Roberts Glore & CO Inc 's Q4 2024 Portfolio
Portfolio Value 328 Million
Stocks 208
Filing on Feb 13, 2025 Q4 2024

Wealth Trust Axiom LLC

  • AAPL
  • KMI
  • LYTS
  • MSFT
  • IBM
  • EPM
  • LLY
Wealth Trust Axiom LLC's Q4 2024 Portfolio
Portfolio Value 328 Million
Stocks 255
Filing on May 10, 2023 Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • VTI
  • USFR
  • VEU
  • LRGF
  • IAU
  • BOND
  • IHDG
Cardinal Point Wealth Management Partners, LLC's Q1 2023 Portfolio
Portfolio Value 328 Million
Stocks 80
Filing on Jan 28, 2025 Q4 2024

Tobam

  • T
  • GIS
  • CLX
  • MCK
  • CBOE
  • VZ
  • ABBV
Tobam's Q4 2024 Portfolio
Portfolio Value 328 Million
Stocks 319
Filing on Feb 10, 2025 Q4 2024

Axs Investments LLC

  • GOOGL
  • META
  • V
  • NFLX
  • MSFT
  • ACN
  • MA
Axs Investments LLC's Q4 2024 Portfolio
Portfolio Value 328 Million
Stocks 217
Filing on Feb 13, 2025 Q4 2024

Rock Point Advisors, LLC

  • C
  • JEF
  • AVGO
  • TJX
  • AAPL
  • SONY
  • CSCO
Rock Point Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 105
Filing on Jan 24, 2025 Q4 2024

Marshall Financial Group Inc

  • SCHG
  • SCHX
  • SCHV
  • SCHP
  • SCHA
  • VB
  • VOO
Marshall Financial Group Inc 's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 52
Filing on Feb 04, 2025 Q4 2024

Access Investment Management LLC

  • APO
  • URI
  • JBL
  • SF
  • DFIN
  • WHR
  • EWBC
Access Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 99
Filing on Jan 06, 2025 Q4 2024

Boltwood Capital Management

  • SCHF
  • TDTT
  • HYGV
  • MBB
  • IEI
  • SPDW
  • MBSD
Boltwood Capital Management's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 170
Filing on Feb 11, 2025 Q4 2024

Hill Island Financial LLC

  • DFAU
  • VOO
  • JHMM
  • IXUS
  • VUG
  • VB
  • DSI
Hill Island Financial LLC's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 73
Filing on Feb 14, 2025 Q4 2024

Gimbel Daniel Scott

  • CRC
  • TCBI
Gimbel Daniel Scott's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 6
Filing on Jan 28, 2025 Q4 2024

Windsor Capital Management, LLC

  • IVV
  • SPYV
  • SPLG
  • IJH
  • ESGD
  • IBDS
  • SPSM
Windsor Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 119
Filing on Jan 28, 2025 Q4 2024

Decision Point Financial, LLC

  • DFAC
  • VCIT
  • DFIC
  • DFCF
  • HOMB
  • DFAS
  • DFAI
Decision Point Financial, LLC's Q4 2024 Portfolio
Portfolio Value 326 Million
Stocks 273
Filing on Feb 14, 2025 Q4 2024

Samsara Bio Capital, LLC

  • SRRK
  • ACLX
  • ELYM
  • RYTM
  • NKTX
  • ACRS
  • GOSS
Samsara Bio Capital, LLC's Q4 2024 Portfolio
Portfolio Value 326 Million
Stocks 43