Largest Portfolios by Value

Filing on Jan 22, 2025 Q4 2024

Libra Wealth LLC

  • VTI
  • VGIT
  • VEA
  • DFAT
  • SCHB
  • SCHF
  • AVUV
Libra Wealth LLC's Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 53
Filing on Feb 13, 2025 Q4 2024

Whelan Financial

  • QQQM
  • SCHD
  • VB
  • VNQ
  • VCSH
  • VGIT
  • BND
Whelan Financial's Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 59
Filing on Jan 14, 2025 Q4 2024

Bouvel Investment Partners, LLC

  • BOND
  • NVDA
  • JEPI
  • AMZN
  • AXP
  • PLTR
  • MSFT
Bouvel Investment Partners, LLC's Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 78
Filing on Feb 14, 2025 Q4 2024

Susquehanna Capital Management, LLC

  • PAYO
Susquehanna Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 2
Filing on Jan 24, 2025 Q4 2024

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • AAPL
  • AVGO
  • MSFT
  • HD
  • ETN
  • WMT
Comprehensive Financial Consultants Institutional, Inc.'s Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 166
Filing on Feb 10, 2025 Q4 2024

Brown Miller Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • IVV
  • ABT
Brown Miller Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 120
Filing on Feb 13, 2025 Q4 2024

Mohnish Pabrai

Dalal Street, LLC
  • AMR
  • HCC
  • CEIX
Mohnish Pabrai's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 3
Filing on Feb 14, 2025 Q4 2024

Hound Partners, LLC

  • ACHR
  • MSFT
  • DG
  • BIO
  • ENTG
  • ARW
  • AMZN
Hound Partners, LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 19
Filing on Feb 13, 2025 Q4 2024

Allred Capital Management, LLC

  • SHV
  • MSFT
  • VIG
  • AAPL
  • NOBL
  • SYK
  • XLV
Allred Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 174
Filing on Jan 17, 2025 Q4 2024

Raleigh Capital Management Inc.

  • FISR
  • SPY
  • AAPL
  • XLSR
  • MSFT
  • SPEM
  • NVDA
Raleigh Capital Management Inc.'s Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 1021
Filing on Nov 14, 2023 Q3 2023

Samjo Capital LLC

  • THRY
  • PDFS
  • ITI
  • INSE
  • ASPN
  • GENI
  • SHCR
Samjo Capital LLC's Q3 2023 Portfolio
Portfolio Value 253 Million
Stocks 66
Filing on Jan 24, 2025 Q4 2024

Leisure Capital Management

  • AAPL
  • SCHX
  • MSFT
  • WINN
  • SBRA
  • BOND
  • COST
Leisure Capital Management's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 141
Filing on Feb 10, 2025 Q4 2024

Tidemark, LLC

  • GTO
  • SPLG
  • SPYG
  • SPHQ
  • AUSF
  • DDWM
  • IDMO
Tidemark, LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 621
Filing on Jan 15, 2025 Q4 2024

Sandy Cove Advisors, LLC

  • IVV
  • VOO
  • AAPL
  • AGG
  • VO
  • VTI
  • VIG
Sandy Cove Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 125
Filing on Feb 13, 2025 Q4 2024

Blue Investment Partners LLC

  • AAPL
  • AMZN
  • SPY
  • SCHB
  • USFR
  • NVDA
  • IDEV
Blue Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 52
Filing on Jan 29, 2025 Q4 2024

Wildcat Capital Management, LLC

  • ULCC
  • RLX
  • ALLO
  • URGN
  • KRON
  • GTLB
  • PCOR
Wildcat Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 252 Million
Stocks 8
Filing on Feb 14, 2025 Q4 2024

Lavaca Capital LLC

  • SPY
  • SYY
  • KKR
  • AAPL
  • SPY
  • NVDA
  • XOM
Lavaca Capital LLC's Q4 2024 Portfolio
Portfolio Value 252 Million
Stocks 305
Filing on Jan 06, 2025 Q4 2024

Fortem Financial Group, LLC

  • AMLP
  • NVDA
  • TSLA
  • URA
  • AVGO
  • SHY
  • AAPL
Fortem Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 252 Million
Stocks 176