Largest Portfolios by Value

Filing on Feb 07, 2025 Q4 2024

Innealta Capital, LLC

  • XLF
  • JCPB
  • XLI
  • XLY
  • XLK
  • XLV
  • FLJP
Innealta Capital, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 129
Filing on Jan 16, 2025 Q4 2024

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • EES
  • IMTM
  • FNDA
  • DUHP
Shore Point Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 64
Filing on Jan 14, 2025 Q4 2024

626 Financial, LLC

  • DTD
  • SYK
  • AAPL
  • MSFT
  • AMZN
  • IWY
  • CALF
626 Financial, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 109
Filing on Jan 16, 2025 Q4 2024

Legal Advantage Investments, Inc.

  • VSEC
  • TDG
  • DIS
  • AMZN
  • FISV
  • MSFT
  • TYL
Legal Advantage Investments, Inc.'s Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 103
Filing on Feb 10, 2025 Q4 2024

Harrington Investments, Inc

  • AAPL
  • MSFT
  • GOOGL
  • NFLX
  • AMZN
  • ORCL
  • GOOG
Harrington Investments, Inc's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 81
Filing on Jan 15, 2025 Q4 2024

Grant

  • TFLO
  • GLD
  • JEPI
  • ORCL
  • JAAA
  • VOO
  • COWZ
Grant's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 139
Filing on Jan 22, 2025 Q4 2024

Axiom Financial Strategies, LLC

  • IVV
  • VO
  • VGT
  • VXUS
  • VB
  • VFH
  • VWO
Axiom Financial Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 42
Filing on Nov 12, 2024 Q3 2024

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • REET
  • JCPB
  • SCHX
  • PAYX
Cooper/Haims Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 179 Million
Stocks 85
Filing on Jan 14, 2025 Q4 2024

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • DKS
  • PKG
  • RDN
  • WSM
  • AVGO
Carolina Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 299
Filing on Feb 12, 2025 Q4 2024

Wisconsin Capital Management LLC

  • NVDA
  • AAPL
  • GOOGL
  • MSFT
  • V
  • MA
  • AMZN
Wisconsin Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 47
Filing on Jan 13, 2025 Q4 2024

Threadgill Financial, LLC

  • VT
  • AZO
  • MA
  • V
  • AMZN
  • LOW
  • UNP
Threadgill Financial, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 47
Filing on Feb 12, 2025 Q4 2024

Cincinnati Casualty CO

  • MSFT
  • ADP
  • DOV
  • CMI
  • ENB
  • HON
  • JPM
Cincinnati Casualty CO's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 24
Filing on Feb 06, 2025 Q4 2024

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • Z
  • VOO
  • OMCL
  • WIX
Avory & Company, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 29
Filing on Feb 11, 2025 Q4 2024

Atlas Wealth LLC

  • RSP
  • AAPL
  • PG
  • MSFT
  • GOOG
  • AIRR
  • DEUS
Atlas Wealth LLC's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 95
Filing on Nov 14, 2024 Q3 2024

Krensavage Asset Management, LLC

  • UTHR
  • EXEL
  • CAH
  • BIIB
  • ENTA
  • JAZZ
  • BNTX
Krensavage Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 13
Filing on Nov 14, 2024 Q3 2024

Pharo Management, Inc.

  • EMB
  • HYG
Pharo Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 2
Filing on May 11, 2023 Q1 2023

Clear Perspectives Financial Planning, LLC

  • PG
  • VYM
  • RSP
  • VTV
  • VOO
  • SGOV
  • VIG
Clear Perspectives Financial Planning, LLC's Q1 2023 Portfolio
Portfolio Value 178 Million
Stocks 197
Filing on Feb 05, 2025 Q4 2024

University Of Maryland Foundation, Inc.

  • VTI
  • ITOT
  • VBR
  • IEMG
  • VPL
  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 8