Largest Portfolios by Value

Filing on Nov 05, 2024 Q3 2024

Swisher Financial Concepts, Inc.

  • CGDV
  • COWZ
  • VO
  • ABBV
  • FNDF
  • VIGI
  • RWJ
Swisher Financial Concepts, Inc.'s Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 110
Filing on Feb 04, 2025 Q4 2024

Tenret CO LLC

  • VEA
  • VUG
  • VTV
  • SCHZ
  • BNDX
  • VTEB
  • VWO
Tenret CO LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 34
Filing on Nov 14, 2024 Q3 2024

Cna Financial Corp

  • EPD
  • APO
  • LNG
  • INGR
  • BERY
  • ARW
  • META
Cna Financial Corp's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 12
Filing on Nov 14, 2024 Q3 2024

Creegan & Nassoura Financial Group, LLC

  • MSFT
  • BX
  • BRK-B
  • JPM
  • ETN
  • CI
  • PG
Creegan & Nassoura Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 77
Filing on Feb 04, 2025 Q4 2024

Birchcreek Wealth Management, LLC

  • SHY
  • IUSG
  • IUSV
  • BILS
  • IEFA
  • RSP
  • AAPL
Birchcreek Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 121
Filing on Nov 13, 2024 Q3 2024

Fairbanks Capital Management, Inc.

  • TDG
  • QCOM
  • NXST
  • ARLP
  • MA
  • SU
  • AMZN
Fairbanks Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 51
Filing on Jan 27, 2025 Q4 2024

Hager Investment Management Services, LLC

  • AAPL
  • AVGO
  • NVDA
  • MSFT
  • MRVL
  • GOOGL
  • PLTR
Hager Investment Management Services, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 327
Filing on Feb 05, 2025 Q4 2024

Factorial Partners, LLC

  • TEVA
  • URI
  • FHI
  • SYF
  • CHRD
  • MTCH
  • SEB
Factorial Partners, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 69
Filing on Jan 09, 2024 Q4 2023

Resource Planning Group

  • AGG
  • BSV
  • VEA
  • VV
  • VB
  • VOO
  • EMXC
Resource Planning Group's Q4 2023 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Feb 06, 2025 Q4 2024

Von Berge Wealth Management Group, LLC

  • VO
  • MGK
  • MGV
  • VB
  • VUG
  • VTV
  • FNDF
Von Berge Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 64
Filing on Feb 06, 2023 Q4 2022

Red Cedar Capital, LLC

  • AZO
  • BOC
  • CPRT
  • BRK-B
  • ROST
  • KO
  • WAT
Red Cedar Capital, LLC's Q4 2022 Portfolio
Portfolio Value 158 Million
Stocks 191
Filing on Jan 13, 2025 Q4 2024

Founders Capital Management

  • QQQ
  • MSFT
  • AAPL
  • JPM
  • SPYG
  • GLW
  • RTX
Founders Capital Management's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 368
Filing on Feb 04, 2025 Q4 2024

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • DGRW
  • DFCF
  • GLDM
  • XLC
  • VUG
Continuum Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 59
Filing on Nov 12, 2024 Q3 2024

Security National Bank Of Sioux City Iowa

  • AAPL
  • MSFT
  • BRK-B
  • BRK-A
  • XOM
  • PGR
  • TMO
Security National Bank Of Sioux City Iowa 's Q3 2024 Portfolio
Portfolio Value 157 Million
Stocks 159
Filing on Dec 31, 2024 Q3 2024

Kopp Family Office, LLC

  • VEA
  • VWO
  • VCEL
  • NEO
  • FIVN
  • AGG
  • IWM
Kopp Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 157 Million
Stocks 22
Filing on Jan 13, 2025 Q4 2024

Eagle Bay Advisors LLC

  • AAPL
  • TSLA
  • VEA
  • VWO
  • MSFT
  • DVY
  • IVV
Eagle Bay Advisors LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 1002
Filing on Feb 05, 2025 Q4 2024

Eliot Finkel Investment Counsel, LLC

  • ETN
  • DE
  • NSC
  • GLW
  • GD
  • PCAR
  • ITW
Eliot Finkel Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 33
Filing on Feb 05, 2025 Q4 2024

Maripau Wealth Management LLC

  • PSFF
  • SPLG
  • VEA
  • ACIO
  • IVV
  • IUSB
  • BKAG
Maripau Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 138