Largest Portfolios by Value

Filing on Jan 23, 2025 Q4 2024

New England Research & Management, Inc.

  • AAPL
  • GOOGL
  • CHD
  • URI
  • MSFT
  • AMZN
  • ZTS
New England Research & Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 197 Million
Stocks 143
Filing on Jan 22, 2025 Q4 2024

Cherry Creek Investment Advisors, Inc.

  • VRIG
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • TDIV
  • IBM
Cherry Creek Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 110
Filing on Feb 13, 2025 Q4 2024

Obsidian Personal Planning Solutions LLC

  • SPIB
  • VTV
  • IJR
  • VMBS
  • SPYG
  • SPDW
  • CGGR
Obsidian Personal Planning Solutions LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 105
Filing on Feb 04, 2025 Q4 2024

Taylor Frigon Capital Management LLC

  • KRNT
  • GDYN
  • PRCT
  • NVCR
  • CVNA
  • NET
  • CYBR
Taylor Frigon Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 91
Filing on Jan 24, 2025 Q4 2024

Boit C F David

  • BRK-B
  • MSFT
  • XOM
  • V
  • AAPL
  • CAT
  • MRK
Boit C F David's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 129
Filing on May 10, 2024 Q1 2024

Van Leeuwen & Company, LLC

  • MSFT
  • GOOG
  • BRK-B
  • V
  • VRTX
  • ROST
  • HUBB
Van Leeuwen & Company, LLC's Q1 2024 Portfolio
Portfolio Value 196 Million
Stocks 88
Filing on Feb 13, 2025 Q4 2024

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • IJR
  • VTI
  • BRK-A
  • DFSV
  • IJH
Cahill Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Feb 06, 2025 Q4 2024

Menlo Advisors LLC

  • BRK-B
  • GOOG
  • GLD
  • AAPL
  • GOOGL
  • MSFT
  • QVAL
Menlo Advisors LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 29
Filing on Feb 04, 2025 Q4 2024

Miller Wealth Advisors, LLC

  • AMZN
  • AAPL
  • XOM
  • GOOG
  • MSFT
  • NVDA
  • PLTR
Miller Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 91
Filing on Feb 13, 2025 Q4 2024

1492 Capital Management LLC

  • CRS
  • JEF
  • ZETA
  • STRL
  • FOUR
  • GDYN
  • SF
1492 Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 109
Filing on Feb 11, 2025 Q4 2024

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • AAPL
  • AFL
  • SCHD
  • JPST
  • NVDA
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 131
Filing on Jan 29, 2025 Q4 2024

Signet Investment Advisory Group, Inc.

  • IAU
  • SCHF
  • AAPL
  • SCHP
  • MSFT
  • WMT
  • BRK-B
Signet Investment Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 71
Filing on Jan 29, 2025 Q4 2024

Equitec Proprietary Markets, LLC

  • NFLX
  • X
  • X
  • X
  • CPRI
  • TSLA
  • K
Equitec Proprietary Markets, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 72
Filing on Jan 21, 2025 Q4 2024

Blue Square Asset Management, LLC

  • VOO
  • IJR
  • TSLA
  • QQQ
  • SCHM
  • GBTC
  • INDA
Blue Square Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 70
Filing on Jan 22, 2025 Q4 2024

Wetzel Investment Advisors, Inc.

  • IWF
  • VXUS
  • VOO
  • JPM
  • LLY
  • SPHQ
  • VTV
Wetzel Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 121
Filing on Feb 11, 2025 Q4 2024

Insight 2811, Inc.

  • VGSH
  • TLT
  • SHY
  • AGG
  • IVV
  • IWD
  • IEFA
Insight 2811, Inc.'s Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 89
Filing on Feb 14, 2025 Q4 2024

Bryan Lawrence

Oakcliff Capital Partners, LP
  • IBKR
  • GIL
  • TDG
  • GOOG
  • NRP
  • CHTR
  • SGU
Bryan Lawrence's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 9
Filing on Jan 24, 2025 Q4 2024

Leverty Financial Group, LLC

  • SCHX
  • SCHF
  • JEPI
  • IVV
  • SPY
  • IJH
  • VTEB
Leverty Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 195 Million
Stocks 38