Largest Portfolios by Value

Filing on Feb 04, 2025 Q4 2024

Bcgm Wealth Management, LLC

  • ITOT
  • IVV
  • QUAL
  • QQQ
  • IWF
  • JCPB
  • DYNF
Bcgm Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 149
Filing on Jan 21, 2025 Q4 2024

Cypress Point Wealth Management, LLC

  • PLTR
  • DFAC
  • DFIC
  • VTI
  • VOO
  • DFUS
  • DFAU
Cypress Point Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 69
Filing on Feb 06, 2025 Q4 2024

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • IVE
  • OEF
  • EFX
Detalus Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 150
Filing on Jan 17, 2025 Q4 2024

Forth Right Wealth Management, LLC

  • VOO
  • NOBL
  • SCHD
  • IUSV
  • IUSG
  • SCHA
  • BIV
Forth Right Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 60
Filing on Jan 29, 2025 Q4 2024

Indiana Trust & Investment Management CO

  • NVDA
  • SPY
  • AAPL
  • LLY
  • AMZN
  • GOOGL
  • IWB
Indiana Trust & Investment Management CO's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 490
Filing on Feb 14, 2025 Q4 2024

Nia Impact Advisors, LLC

  • SSD
  • VTI
  • AAPL
  • TSM
  • IBM
  • XYL
  • STN
Nia Impact Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 112
Filing on Jan 24, 2025 Q4 2024

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • MA
  • BAC
  • RACE
  • BRK-A
  • MU
Aquamarine Zurich Ag's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 14
Filing on Feb 13, 2025 Q4 2024

Chiron Investment Management, LLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TSM
  • META
  • PM
Chiron Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 86
Filing on Jan 30, 2025 Q4 2024

Seascape Capital Management

  • DBND
  • FIXD
  • EMXC
  • GOVT
  • APP
  • WSM
  • AAPL
Seascape Capital Management's Q4 2024 Portfolio
Portfolio Value 287 Million
Stocks 99
Filing on Jul 31, 2023 Q2 2023

Cowen Prime Advisors LLC

  • PDFS
  • THRY
  • INSE
  • ASPN
  • HLIT
  • ITI
  • DMRC
Cowen Prime Advisors LLC's Q2 2023 Portfolio
Portfolio Value 287 Million
Stocks 229
Filing on Feb 14, 2025 Q4 2024

Sycale Advisors (Ny) LLC

  • SPY
  • EPR
  • CAE
  • NNI
  • BUR
  • ICE
  • UBER
Sycale Advisors (Ny) LLC's Q4 2024 Portfolio
Portfolio Value 287 Million
Stocks 21
Filing on Jan 31, 2025 Q4 2024

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • MUB
  • VEA
  • AVUV
  • AVDV
  • SPY
Morton Brown Family Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 287 Million
Stocks 284
Filing on Feb 07, 2025 Q4 2024

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • JPST
  • BSV
  • IVV
Redw Wealth LLC's Q4 2024 Portfolio
Portfolio Value 287 Million
Stocks 104
Filing on Jan 27, 2025 Q4 2024

Glassy Mountain Advisors, Inc.

  • AAPL
  • DFAX
  • AVGO
  • MSFT
  • URI
  • BRK-B
  • ICSH
Glassy Mountain Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 287 Million
Stocks 58
Filing on Feb 14, 2025 Q4 2024

Gcm Grosvenor Holdings, LLC

  • AMZN
  • SHEN
  • TMUS
  • ABG
  • AER
  • PTC
  • GPN
Gcm Grosvenor Holdings, LLC's Q4 2024 Portfolio
Portfolio Value 286 Million
Stocks 18
Filing on Feb 14, 2025 Q4 2024

Hiddenite Capital Partners LP

  • SPY
  • APP
  • CHK
  • APP
  • GPN
  • NRG
  • AVGO
Hiddenite Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 286 Million
Stocks 39
Filing on Jan 31, 2025 Q4 2024

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • AAPL
Centerpoint Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 286 Million
Stocks 464
Filing on Feb 13, 2025 Q4 2024

Evr Research LP

  • BASE
  • JAMF
  • KMX
  • BLBD
  • ALIT
  • INT
  • GPN
Evr Research LP's Q4 2024 Portfolio
Portfolio Value 285 Million
Stocks 38