Largest Portfolios by Value

Filing on Jan 14, 2025 Q4 2024

Rovin Capital

  • SCHG
  • BUFR
  • VIG
  • QQQM
  • BIL
  • XLK
  • JNK
Rovin Capital 's Q4 2024 Portfolio
Portfolio Value 278 Million
Stocks 162
Filing on Feb 14, 2025 Q4 2024

Lead Edge Capital Management, LLC

  • YEXT
  • APPN
  • RELY
  • TOST
  • NCNO
  • ENFN
  • STNE
Lead Edge Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 278 Million
Stocks 9
Filing on Jan 23, 2025 Q4 2024

Tria Gen Wealth Management LLC

  • AAPL
  • NVDA
  • VO
  • SCHG
  • MGC
  • DGRO
  • VB
Tria Gen Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 169
Filing on Feb 12, 2025 Q4 2024

Front Row Advisors LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • SFM
  • FTNT
  • COST
Front Row Advisors LLC's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 499
Filing on Feb 13, 2025 Q4 2024

Formula Growth LTD

  • SWIM
  • UA
  • SNBR
  • SSYS
  • W
  • VFC
  • OKTA
Formula Growth LTD's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 115
Filing on Feb 11, 2025 Q4 2024

Old Point Trust & Financial Services N A

  • MSFT
  • AAPL
  • COP
  • XOM
  • PG
  • PLTR
  • BX
Old Point Trust & Financial Services N A's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 376
Filing on Feb 13, 2025 Q4 2024

Cloverfields Capital Group, LP

  • OTIS
  • PM
  • ADP
  • AMZN
  • META
  • GOOG
  • NFLX
Cloverfields Capital Group, LP's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 94
Filing on Feb 12, 2025 Q4 2024

Leeward Financial Partners, LLC

  • VUG
  • VGT
  • MSFT
  • VTV
  • VV
  • AAPL
  • AMZN
Leeward Financial Partners, LLC's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 92
Filing on Feb 11, 2025 Q4 2024

Pecaut & Co.

  • BILS
  • BRK-B
  • SGOV
  • TPL
  • SPYG
  • GOOG
  • AAPL
Pecaut & Co.'s Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 75
Filing on Jan 28, 2025 Q4 2024

Investment Advisory Services Inc

  • VIG
  • QQQ
  • MSFT
  • JEPI
  • SCHD
  • AAPL
  • COWZ
Investment Advisory Services Inc 's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 116
Filing on Feb 11, 2025 Q4 2024

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • IDHQ
  • ESGV
  • XLG
  • PM
  • SPGP
Cedar Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 193
Filing on Feb 03, 2025 Q4 2024

Capital Advisory Group Advisory Services, LLC

  • SPY
  • QQQ
  • SPTM
  • FLRN
  • SPYG
  • TMFC
  • SPYV
Capital Advisory Group Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 173
Filing on Jan 27, 2025 Q4 2024

Iron Horse Wealth Management, LLC

  • VYM
  • VOOG
  • VCIT
  • LQD
  • SPY
  • VEA
  • SPDW
Iron Horse Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 510
Filing on Feb 03, 2025 Q4 2024

Sam Advisors, LLC

  • VTI
  • VXUS
  • SJNK
  • QQQ
  • VB
  • JPEM
  • BRK-B
Sam Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 40
Filing on Feb 03, 2025 Q4 2024

Auour Investments LLC

  • SPLG
  • BIL
  • SPDW
  • VEA
  • SPIB
  • SPYV
  • SPYG
Auour Investments LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 84
Filing on Feb 11, 2025 Q4 2024

Sector Gamma As

  • PFE
  • MDT
  • BMY
  • GILD
  • BDX
  • ZBH
  • BMRN
Sector Gamma As's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 30
Filing on Jan 22, 2025 Q4 2024

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • NVDA
  • LMT
  • VTIP
  • AMZN
  • XOM
Jeppson Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 199
Filing on Feb 13, 2025 Q4 2024

Westwood Wealth Management

  • NVDA
  • AAPL
  • META
  • QLD
  • AVGO
  • MSFT
  • GOOGL
Westwood Wealth Management's Q4 2024 Portfolio
Portfolio Value 275 Million
Stocks 48