Largest Portfolios by Value

Filing on Jan 31, 2025 Q4 2024

Beaton Management Co. Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • JPM
  • XOM
Beaton Management Co. Inc.'s Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 134
Filing on Jan 28, 2025 Q4 2024

Mba Advisors LLC

  • BIV
  • SCHX
  • SCHG
  • IQLT
  • DGRW
  • SCHD
  • JQUA
Mba Advisors LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 128
Filing on Jan 31, 2025 Q4 2024

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • FYX
  • VIG
  • VOT
  • VONE
Hapanowicz & Associates Financial Services, Inc's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 28
Filing on Feb 13, 2025 Q4 2024

O'Rourke & Company, Inc

  • AAPL
  • BX
  • SPLV
  • XLK
  • KKR
  • NOBL
  • MSFT
O'Rourke & Company, Inc's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 147
Filing on Jan 08, 2025 Q4 2024

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • VTEB
  • IVV
  • IJR
  • XLV
  • VEA
Hilltop Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 51
Filing on Feb 14, 2025 Q4 2024

Harvest Management LLC

  • AZPN
  • JNPR
  • HCP
  • SMAR
  • SPR
  • HES
  • K
Harvest Management LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 54
Filing on Jan 16, 2025 Q4 2024

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • COST
  • HD
  • WMT
  • LOW
  • MS
Baugh & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 39
Filing on Feb 13, 2025 Q4 2024

Bardin Hill Management Partners LP

  • NEXT
  • K
  • HCP
  • BA
  • X
  • GLNG
  • SPR
Bardin Hill Management Partners LP's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 32
Filing on Feb 06, 2025 Q4 2024

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • VUG
  • SJNK
  • DFAT
  • JBHT
  • VGSH
Disciplined Investments, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 124
Filing on Feb 04, 2025 Q4 2024

Holistic Financial Partners

  • LLY
  • FTA
  • SCHF
  • FVD
  • FTCS
  • IWF
  • SCHE
Holistic Financial Partners's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 123
Filing on Feb 14, 2025 Q4 2024

Westport Asset Management Inc

  • SNPS
  • WTW
  • ZBRA
  • UHS
  • MTG
  • DRI
  • ORCL
Westport Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 74
Filing on Feb 06, 2025 Q4 2024

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • VUG
  • GOOGL
  • XLK
Abbot Financial Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 124
Filing on Jan 21, 2025 Q4 2024

Bryant Woods Investment Advisors, LLC

  • IVV
  • IJH
  • VOO
  • AAPL
  • IJR
  • IEMG
  • IVOO
Bryant Woods Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 49
Filing on Nov 14, 2024 Q3 2024

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • META
  • ORCL
  • DIS
  • AXP
  • GS
Dcm Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 197 Million
Stocks 52
Filing on Feb 05, 2025 Q4 2024

Davis Rea Ltd.

  • META
  • AMZN
  • TMO
  • SNPS
  • UNH
  • NET
  • GOOGL
Davis Rea Ltd.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 31
Filing on Feb 15, 2025 Q4 2024

Hidden Lake Asset Management LP

  • QQQ
  • MTUM
  • SE
  • UPST
  • GTLB
  • CRM
  • WULF
Hidden Lake Asset Management LP's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 33
Filing on Jan 24, 2025 Q4 2024

Five Oceans Advisors

  • VGSH
  • SGOV
  • DFIP
  • DFAC
  • SCHB
  • AAPL
  • NVDA
Five Oceans Advisors's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 177
Filing on Feb 03, 2025 Q4 2024

Blackston Financial Advisory Group, LLC

  • VOO
  • MGK
  • VTI
  • VV
  • VDC
  • VIG
  • MGC
Blackston Financial Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 134