Largest Portfolios by Value

Filing on Nov 14, 2024 Q3 2024

Stonehill Capital Management LLC

  • LBRDK
  • YY
  • ATEX
  • EQC
  • LBRDA
  • SATS
  • NXDT
Stonehill Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 167 Million
Stocks 11
Filing on Nov 01, 2024 Q3 2024

Objective Capital Management, LLC

  • IVV
  • AAPL
  • SPY
  • QQQ
  • OEF
  • VV
  • IVW
Objective Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 167 Million
Stocks 148
Filing on Feb 11, 2025 Q4 2024

Core First Bank & Trust

  • AAPL
  • CL
  • AVDV
  • VEA
  • VYM
  • IVLU
  • AVUV
Core First Bank & Trust's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 418
Filing on Jan 06, 2025 Q4 2024

Capital Market Strategies LLC

  • AAPL
  • NVDA
  • FLOT
  • MSFT
  • FRBA
  • PLTR
  • PRF
Capital Market Strategies LLC's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 156
Filing on Nov 04, 2024 Q3 2024

Kaizen Financial Strategies

  • AAPL
  • SPY
  • SCHG
  • VIG
  • NVDA
  • SCHI
  • QQQ
Kaizen Financial Strategies's Q3 2024 Portfolio
Portfolio Value 167 Million
Stocks 137
Filing on Feb 04, 2025 Q4 2024

Cape Ann Savings Bank

  • IJH
  • EFA
  • IVV
  • AAPL
  • VGSH
  • IAU
  • MSFT
Cape Ann Savings Bank's Q4 2024 Portfolio
Portfolio Value 166 Million
Stocks 87
Filing on Feb 04, 2025 Q4 2024

Toews Corp

  • IVV
  • JAAA
  • FLOT
  • MRSK
  • VUG
  • VEA
  • VTV
Toews Corp 's Q4 2024 Portfolio
Portfolio Value 166 Million
Stocks 9
Filing on Nov 14, 2024 Q3 2024

Arch Venture Management, LLC

  • BEAM
  • ERAS
  • VERV
  • GOSS
Arch Venture Management, LLC's Q3 2024 Portfolio
Portfolio Value 166 Million
Stocks 9
Filing on Nov 12, 2024 Q3 2024

Owen La Rue, LLC

  • EDV
  • AAPL
  • COWZ
  • QQQ
  • JPM
  • LGOV
  • NVDA
Owen La Rue, LLC's Q3 2024 Portfolio
Portfolio Value 166 Million
Stocks 95
Filing on Nov 12, 2024 Q3 2024

Crestview Partners Iii Gp, L.P.

  • WOW
  • PFHC
Crestview Partners Iii Gp, L.P.'s Q3 2024 Portfolio
Portfolio Value 166 Million
Stocks 3
Filing on Jan 14, 2025 Q4 2024

Cohen Investment Advisors LLC

  • AAPL
  • LLY
  • MSFT
  • AMZN
  • META
  • GOOGL
  • JPM
Cohen Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 166 Million
Stocks 77
Filing on Jan 23, 2025 Q4 2024

Cmg Global Holdings, LLC

  • FBND
  • BND
  • SPY
  • AAPL
  • QQQ
  • UPS
  • MDY
Cmg Global Holdings, LLC's Q4 2024 Portfolio
Portfolio Value 166 Million
Stocks 91
Filing on Aug 12, 2024 Q2 2024

Coombe, Bender & CO LLC

  • AGG
  • VOO
  • VXUS
  • SFM
  • SLQD
  • IESC
  • BIL
Coombe, Bender & CO LLC's Q2 2024 Portfolio
Portfolio Value 166 Million
Stocks 75
Filing on Nov 14, 2024 Q3 2024

Hidden Lake Asset Management LP

  • QQQ
  • SE
  • SE
  • PINS
  • BIDU
  • AFRM
  • WULF
Hidden Lake Asset Management LP's Q3 2024 Portfolio
Portfolio Value 166 Million
Stocks 28
Filing on Jan 14, 2025 Q4 2024

Brendel Financial Advisors LLC

  • SHW
  • XOM
  • WMT
  • CTAS
  • TSLA
  • AXP
  • DOV
Brendel Financial Advisors LLC's Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 91
Filing on Jan 13, 2025 Q4 2024

Catalyst Private Wealth, LLC

  • ITOT
  • IVV
  • AFRM
  • DASH
  • DFAE
  • VUG
  • VTV
Catalyst Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 84
Filing on Jan 13, 2025 Q4 2024

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • BNDX
  • SCHD
  • NVDA
  • IDV
  • DGRO
Johnson & White Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 98
Filing on Jan 27, 2025 Q4 2024

Vaughan & CO Securities, Inc.

  • IWF
  • GSLC
  • IWO
  • HDV
  • ISCV
  • IEMG
  • EFAV
Vaughan & CO Securities, Inc.'s Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 54