Largest Portfolios by Value

Filing on Feb 05, 2025 Q4 2024

Tower View Investment Management & Research LLC

  • TSM
  • LLY
  • MSFT
  • NVDA
  • MMC
  • VUG
  • COST
Tower View Investment Management & Research LLC's Q4 2024 Portfolio
Portfolio Value 182 Million
Stocks 196
Filing on Jan 21, 2025 Q4 2024

Avaii Wealth Management, LLC

  • IVV
  • JAVA
  • AMZN
  • TDIV
  • COWZ
  • AVUV
  • META
Avaii Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 182 Million
Stocks 128
Filing on Nov 14, 2024 Q3 2024

Battery Global Advisors, LLC

  • VTI
  • INTU
  • PAYO
  • VOO
  • VEA
  • VWO
  • DDOG
Battery Global Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 135
Filing on Feb 12, 2025 Q4 2024

Perritt Capital Management Inc

  • DGRO
  • SLYV
  • VIGI
  • SPY
  • DFIS
  • DFAE
  • DSTL
Perritt Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 307
Filing on Oct 22, 2024 Q3 2024

Riverwater Partners LLC

  • LMNR
  • EFV
  • CNX
  • TGLS
  • LOPE
  • IDCC
  • ICFI
Riverwater Partners LLC's Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 206
Filing on Nov 12, 2024 Q3 2024

Patrick Mauro Investment Advisor, Inc.

  • WSO
  • CME
  • IXUS
  • LMT
  • VZ
  • PFE
  • CSCO
Patrick Mauro Investment Advisor, Inc.'s Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 43
Filing on Feb 23, 2023 Q4 2022

Wc Walker & Associates, Inc.

  • IWB
  • HDV
  • QQQ
  • IJR
  • IEFA
  • TIP
  • AAPL
Wc Walker & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 181 Million
Stocks 70
Filing on Feb 12, 2025 Q4 2024

Kestrel Investment Management Corp

  • ATGE
  • TPH
  • CNX
  • UPWK
  • AX
  • RDN
  • DNB
Kestrel Investment Management Corp's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 40
Filing on Nov 14, 2024 Q3 2024

Elco Management Co., LLC

  • LNG
  • WMB
  • TRGP
  • ET
  • AAPL
  • AMZN
  • MSFT
Elco Management Co., LLC's Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 191
Filing on Feb 12, 2025 Q4 2024

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • VGIT
  • VWO
  • VGK
  • XLF
Ameraudi Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 85
Filing on Jan 13, 2025 Q4 2024

Act Advisors, Llc.

  • IVV
  • QQQM
  • DGRW
  • DFAU
  • SPHQ
  • JPST
  • SRLN
Act Advisors, Llc.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 58
Filing on Jan 31, 2025 Q4 2024

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • VTV
  • DGRW
  • LQD
  • QQQ
  • AAPL
Cresta Advisors, Ltd.'s Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 50
Filing on Nov 13, 2023 Q3 2023

Decheng Capital Management Iii (Cayman), LLC

  • ZNTL
  • RCUS
  • TXG
  • ARGX
  • PACB
  • ILMN
  • AURA
Decheng Capital Management Iii (Cayman), LLC's Q3 2023 Portfolio
Portfolio Value 181 Million
Stocks 27
Filing on Jan 29, 2025 Q4 2024

Schear Investment Advisers, LLC

  • NVDA
  • VOO
  • QQQ
  • AVGO
  • AAPL
  • GOOGL
  • LLY
Schear Investment Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 88
Filing on Jan 07, 2025 Q4 2024

Norway Savings Bank

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PANW
  • JPM
Norway Savings Bank's Q4 2024 Portfolio
Portfolio Value 181 Million
Stocks 184
Filing on Feb 12, 2025 Q4 2024

Allie Family Office LLC

  • SPY
  • EFA
  • IEFA
  • EEM
  • FEZ
  • VNQ
  • VOO
Allie Family Office LLC's Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 95
Filing on Jan 16, 2025 Q4 2024

Maltin Wealth Management, Inc.

  • YJUN
  • JAAA
  • IAU
  • PIE
  • KJUL
  • VSS
  • BAB
Maltin Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 129
Filing on Jan 07, 2025 Q4 2024

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • GBIL
  • JPUS
  • JPIN
  • SPTM
Sterneck Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 180 Million
Stocks 96