Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

Syverson Strege & CO

  • DFAC
  • DFIC
  • DUHP
  • DFEM
  • DFAU
  • BOND
  • DFAI
Syverson Strege & CO's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 78
Filing on Jan 15, 2025 Q4 2024

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • SCHD
  • SCHA
  • IEF
  • GLD
Joule Financial, LLC's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 108
Filing on Oct 24, 2024 Q3 2024

Insight Folios Inc

  • OKE
  • OHI
  • T
  • ET
  • SO
  • IBM
  • XOM
Insight Folios Inc's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 119
Filing on Feb 11, 2025 Q4 2024

Financial Network Wealth Management LLC

  • ESGD
  • ESGV
  • NVDA
  • AAPL
  • EAGG
  • MSFT
  • QQQ
Financial Network Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 115
Filing on Oct 25, 2024 Q3 2024

Tnf LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • IVW
  • EFG
  • DYNF
Tnf LLC's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 125
Filing on Jan 23, 2025 Q4 2024

Field & Main Bank

  • MSFT
  • AAPL
  • WMT
  • NVDA
  • AVGO
  • JPM
  • HD
Field & Main Bank's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 275
Filing on Jan 28, 2025 Q4 2024

Stoneridge Investment Partners LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • CVS
  • C
  • META
Stoneridge Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 135
Filing on Feb 13, 2025 Q4 2024

Salzhauer Michael

  • BAC
  • SPY
  • C
  • SNV
  • CMA
  • WFC
  • FRST
Salzhauer Michael's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 80
Filing on Jan 27, 2025 Q4 2024

Beacon Financial Advisory LLC

  • JEPI
  • CGDV
  • FVD
  • JEPQ
  • AAPL
  • VIG
  • NVDA
Beacon Financial Advisory LLC's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 299
Filing on Feb 14, 2025 Q4 2024

Unio Capital LLC

  • CB
  • CI
  • INTU
  • GOOGL
  • MSFT
  • LLY
  • ISRG
Unio Capital LLC's Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 27
Filing on Feb 03, 2025 Q4 2024

Lansing Street Advisors

  • VOO
  • CMG
  • MCD
  • QQQ
  • VUG
  • IJS
  • SPY
Lansing Street Advisors's Q4 2024 Portfolio
Portfolio Value 279 Million
Stocks 125
Filing on Feb 10, 2025 Q4 2024

Ssi Investment Management LLC

  • IVV
  • VXUS
  • LQD
  • JAAA
  • BKLN
  • SHYG
  • IWN
Ssi Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 279 Million
Stocks 585
Filing on Apr 05, 2024 Q1 2024

Summit Financial Group, Inc.

  • MSFT
  • SPY
  • RSP
  • LLY
  • IJR
  • PG
  • EFA
Summit Financial Group, Inc.'s Q1 2024 Portfolio
Portfolio Value 279 Million
Stocks 258
Filing on Feb 14, 2025 Q4 2024

Fort Baker Capital Management LP

  • K
  • FYBR
  • ESGR
  • LBRDK
  • NESR
  • BERY
  • ALE
Fort Baker Capital Management LP's Q4 2024 Portfolio
Portfolio Value 279 Million
Stocks 66
Filing on Oct 29, 2024 Q3 2024

Carmichael Hill & Associates, Inc.

  • AAPL
  • MSFT
  • SCHB
  • SCHX
  • BRK-B
  • VGT
  • RSP
Carmichael Hill & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 776
Filing on Jan 29, 2025 Q4 2024

Clarus Group, Inc.

  • ACIO
  • DRSK
  • JPST
  • SPLG
  • AVUV
  • ADME
  • AAPL
Clarus Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 279 Million
Stocks 102
Filing on Feb 10, 2025 Q4 2024

Alfreton Capital LLP

  • CACC
  • GOOGL
  • V
  • PCOR
  • CCCS
Alfreton Capital LLP's Q4 2024 Portfolio
Portfolio Value 278 Million
Stocks 5
Filing on Feb 14, 2025 Q4 2024

Bridgefront Capital, LLC

  • TJX
  • DIS
  • GIS
  • SLB
  • CVNA
  • RSG
  • EVRG
Bridgefront Capital, LLC's Q4 2024 Portfolio
Portfolio Value 278 Million
Stocks 550