Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IWD
  • VIG
  • NVDA
Cm Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 84
Filing on Feb 05, 2025 Q4 2024

Chase Investment Counsel Corp

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • GOOGL
  • AVGO
Chase Investment Counsel Corp's Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 134
Filing on Feb 04, 2025 Q4 2024

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • QQQ
  • VCSH
  • FRDM
  • VT
Coyle Financial Counsel LLC's Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 73
Filing on Jan 22, 2025 Q4 2024

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • IJR
  • VWO
  • VMBS
Whitcomb & Hess, Inc.'s Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 56
Filing on Feb 14, 2025 Q4 2024

Raine Capital LLC

  • OLO
  • DKNG
Raine Capital LLC's Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 3
Filing on Feb 13, 2025 Q4 2024

Winmill & Co. Inc

  • AZO
  • WSM
  • GOOGL
  • STLD
  • LPLA
  • NMIH
  • IBKR
Winmill & Co. Inc's Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 90
Filing on Feb 04, 2025 Q4 2024

Provident Wealth Management, LLC

  • TSPA
  • COWZ
  • SCHG
  • DGRO
  • SCHX
  • VOE
  • VOT
Provident Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 125
Filing on Feb 14, 2025 Q4 2024

Delaware Ladera Management Company, Inc.

  • EOG
  • COP
  • CTRA
Delaware Ladera Management Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 3
Filing on Oct 31, 2024 Q3 2024

Advisor Resource Council

  • SPY
  • SPY
  • AAPL
  • MSFT
  • IVV
  • IWM
  • SPY
Advisor Resource Council's Q3 2024 Portfolio
Portfolio Value 298 Million
Stocks 244
Filing on Feb 14, 2025 Q4 2024

G2 Investment Partners Management LLC

  • PACK
  • PEGA
  • SMTC
  • OPRA
  • RSI
  • GAMB
  • MOD
G2 Investment Partners Management LLC's Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 62
Filing on Feb 14, 2025 Q4 2024

Sof LTD

  • NWS
Sof LTD's Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 1
Filing on Jan 15, 2025 Q4 2024

Atwater Malick LLC

  • AAPL
  • IVV
  • GOOGL
  • CAT
  • WMT
  • GS
  • NVO
Atwater Malick LLC's Q4 2024 Portfolio
Portfolio Value 298 Million
Stocks 73
Filing on Jan 17, 2025 Q4 2024

Cerro Pacific Wealth Advisors LLC

  • QQQ
  • AAPL
  • NVDA
  • MSFT
  • VIG
  • AVUV
  • VLUE
Cerro Pacific Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 297 Million
Stocks 162
Filing on Jul 26, 2022 Q2 2022

Trh Financial, LLC

  • SPTM
  • PG
  • AAPL
  • JNJ
  • MCD
  • PEP
  • RTX
Trh Financial, LLC's Q2 2022 Portfolio
Portfolio Value 297 Million
Stocks 71
Filing on Jan 17, 2025 Q4 2024

West Branch Capital LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • SPY
  • PG
West Branch Capital LLC's Q4 2024 Portfolio
Portfolio Value 297 Million
Stocks 546
Filing on Feb 05, 2025 Q4 2024

Terril Brothers, Inc.

  • AAPL
  • C
  • NEM
  • VZ
  • KRE
  • T
  • DIS
Terril Brothers, Inc.'s Q4 2024 Portfolio
Portfolio Value 297 Million
Stocks 75
Filing on Feb 10, 2025 Q4 2024

Patriot Financial Partners Gp, LP

  • USCB
  • AMTB
  • MCB
  • EQBK
  • FRBA
  • BANC
  • FRST
Patriot Financial Partners Gp, LP's Q4 2024 Portfolio
Portfolio Value 297 Million
Stocks 9
Filing on Jan 24, 2025 Q4 2024

Tempus Wealth Planning, LLC

  • GE
  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • BIL
  • SPTM
Tempus Wealth Planning, LLC's Q4 2024 Portfolio
Portfolio Value 297 Million
Stocks 247