Largest Portfolios by Value

Filing on Feb 14, 2023 Q4 2022

Hotaling Investment Management, LLC

  • AAPL
  • MSFT
  • GOOGL
  • JNJ
  • UNH
  • AMZN
  • NEE
Hotaling Investment Management, LLC's Q4 2022 Portfolio
Portfolio Value 221 Million
Stocks 121
Filing on Feb 12, 2025 Q4 2024

Athos Capital LTD

  • EDR
  • K
  • X
  • LBRDK
  • SMAR
  • ANSS
  • IPG
Athos Capital LTD's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 39
Filing on Jan 20, 2023 Q4 2022

Newman & Schimel, LLC

  • ISTB
  • BSV
  • VTI
  • IXUS
  • ITOT
  • BRK-B
  • VT
Newman & Schimel, LLC's Q4 2022 Portfolio
Portfolio Value 221 Million
Stocks 51
Filing on Feb 10, 2025 Q4 2024

Altus Wealth Group LLC

  • IVV
  • IWF
  • COWZ
  • MOAT
  • AAPL
  • VCIT
  • XLK
Altus Wealth Group LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 143
Filing on Jan 23, 2025 Q4 2024

Trinity Wealth Management, LLC

  • SPAB
  • QQQ
  • QUAL
  • MTUM
  • SIZE
  • USMV
  • IAGG
Trinity Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 56
Filing on Jan 22, 2025 Q4 2024

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • OEF
  • DGRO
  • IJH
  • IEO
  • PG
Altus Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 41
Filing on Jan 27, 2025 Q4 2024

Spectrum Asset Management, Inc.

  • SCHV
  • RSP
  • SCHG
  • USMV
  • IAU
  • DSEP
  • SCHF
Spectrum Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 104
Filing on Jan 31, 2025 Q4 2024

Creative Capital Management Investments LLC

  • DFAC
  • DFAX
  • DFCF
  • AVUV
  • DFAE
  • AAPL
  • PRF
Creative Capital Management Investments LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 269
Filing on Jan 21, 2025 Q4 2024

One Advisory Partners, LLC

  • IVV
  • IUSB
  • IVW
  • QUAL
  • DYNF
  • EFG
  • EFV
One Advisory Partners, LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 45
Filing on Jan 17, 2024 Q4 2023

Columbia Trust CO 01012016

  • MSFT
  • AAPL
  • TLH
  • IEMG
  • EMXC
  • IEFA
  • GOOGL
Columbia Trust CO 01012016's Q4 2023 Portfolio
Portfolio Value 220 Million
Stocks 262
Filing on Jan 28, 2025 Q4 2024

Wealthstar Advisors, LLC

  • SPXL
  • LQD
  • HYG
  • TXN
  • IGSB
  • GVI
  • IGIB
Wealthstar Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 220 Million
Stocks 130
Filing on Feb 14, 2025 Q4 2024

Orion Capital Management LLC

  • SGOV
  • IVV
  • AAPL
  • AVUS
  • DSTL
  • VIG
  • AMZN
Orion Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 220 Million
Stocks 478
Filing on Feb 14, 2025 Q4 2024

Littlejohn & CO LLC

  • FWRD
  • IWM
  • AVAH
  • CBL
  • ALVO
  • ASTL
  • ALIT
Littlejohn & CO LLC's Q4 2024 Portfolio
Portfolio Value 220 Million
Stocks 23
Filing on Jan 23, 2025 Q4 2024

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • KJUL
  • PTMC
  • MGK
  • PTNQ
  • COWZ
O Donnell Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 220 Million
Stocks 38
Filing on Feb 10, 2025 Q4 2024

Brown University

  • OWL
  • ORCC
  • AVUV
  • EWJ
  • GOOGL
  • MSFT
  • CDRE
Brown University's Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 12
Filing on Feb 13, 2025 Q4 2024

P Squared Asset Management Ag

  • HES
  • INFN
  • HCP
P Squared Asset Management Ag's Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 3
Filing on Jan 13, 2025 Q4 2024

Pacifica Partners Inc.

  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • BRK-B
  • V
  • CCJ
Pacifica Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 507
Filing on Jan 15, 2025 Q4 2024

Avalon Advisory Group

  • VTI
  • IEF
  • VEU
  • ITOT
  • SCHB
  • SCHF
  • VXUS
Avalon Advisory Group's Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 16