Largest Portfolios by Value

Filing on Jan 16, 2025 Q4 2024

Ade, LLC

  • VOO
  • IVV
  • BNDX
  • VEA
  • MUB
  • VXUS
  • SGOV
Ade, LLC's Q4 2024 Portfolio
Portfolio Value 160 Million
Stocks 81
Filing on Oct 23, 2024 Q3 2024

Garrison Point Advisors, LLC

  • NVDA
  • IVV
  • AAPL
  • MSFT
  • AMZN
  • COST
  • GOOGL
Garrison Point Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 146
Filing on Nov 14, 2024 Q3 2024

Coco Enterprises, LLC

  • MGK
  • VYM
  • VOO
  • GLDM
  • RWR
  • SMH
  • FLOT
Coco Enterprises, LLC's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 51
Filing on Nov 01, 2024 Q3 2024

Covestor LTD

  • NVDA
  • VTI
  • VEA
  • MSFT
  • AAPL
  • JOE
  • META
Covestor LTD's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 2919
Filing on Nov 12, 2024 Q3 2024

Timelo Investment Management Inc.

  • SPY
  • SHY
  • TAC
  • PROF
  • WMT
  • CVE
  • AAPL
Timelo Investment Management Inc.'s Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 13
Filing on Jan 22, 2025 Q4 2024

W Advisors, LLC

  • IVW
  • AAPL
  • IVV
  • MRK
  • SUSL
  • MSFT
  • OEF
W Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 203
Filing on Jan 31, 2023 Q4 2022

Bickling Financial Services, Inc.

  • RSP
  • FVD
  • COWZ
  • BRK-B
  • FV
  • DON
  • AAPL
Bickling Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 159 Million
Stocks 119
Filing on Jan 16, 2025 Q4 2024

Aurora Investment Managers, Llc.

  • BIL
  • MDB
  • AAPL
  • MSFT
  • JD
  • BABA
  • QQQ
Aurora Investment Managers, Llc.'s Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 46
Filing on Nov 04, 2024 Q3 2024

New Gen Asset Management LTD

  • CDE
  • BEP
  • LSPD
  • KGC
  • BCE
  • SU
  • ASTL
New Gen Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 29
Filing on Feb 06, 2025 Q4 2024

Cape Ann Asset Management LTD

  • KGC
  • BAP
  • TX
  • BMA
  • CPA
  • LAUR
  • YY
Cape Ann Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 8
Filing on Nov 14, 2024 Q3 2024

Aryeh Capital Management Ltd.

  • GPN
  • WTW
  • FTDR
  • FISV
  • USFD
  • AON
  • CMCSA
Aryeh Capital Management Ltd.'s Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 10
Filing on Nov 14, 2024 Q3 2024

Concorde Financial Corp

  • PHYS
  • TPL
  • BSM
  • XOM
  • JPM
  • MSFT
  • ABBV
Concorde Financial Corp's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 39
Filing on Jan 28, 2025 Q4 2024

V2 Financial Group LLC

  • SPY
  • TLT
  • DIS
  • TOTL
  • AAPL
  • VZ
  • T
V2 Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 81
Filing on Nov 14, 2024 Q3 2024

Alpine Peaks Capital, LP

  • ROL
  • IPAR
  • CGNX
  • TRMB
  • MEDP
  • BFAM
  • WAB
Alpine Peaks Capital, LP's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 23
Filing on Nov 14, 2024 Q3 2024

Westerly Capital Management, LLC

  • ASAN
  • MTRX
  • VIAV
  • ADTN
  • MRVL
  • CSGS
  • HDSN
Westerly Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 41
Filing on Jan 24, 2025 Q4 2024

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DFNM
  • DFAI
  • VIOV
  • VOO
  • VHT
Asset Planning Corporation's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 42
Filing on Jan 22, 2025 Q4 2024

Spectrum Strategic Capital Management, LLC

  • ITOT
  • IVV
  • GOVT
  • QQQ
  • SPY
  • COWZ
  • AAPL
Spectrum Strategic Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 30
Filing on Feb 04, 2025 Q4 2024

Bradley & Co. Private Wealth Management, LLC

  • AAPL
  • VTI
  • AXP
  • GOOG
  • BRK-B
  • AMZN
  • COST
Bradley & Co. Private Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 227