Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

Barnett & Company, Inc.

  • UNM
  • AGM
  • KNTK
  • WMB
  • OMF
  • PFE
  • OKE
Barnett & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 79
Filing on Jan 21, 2025 Q4 2024

Insight Inv LLC

  • AAPL
  • MSFT
  • AMZN
  • WSM
  • MRVL
  • AXP
  • RDVY
Insight Inv LLC's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 124
Filing on Nov 07, 2024 Q3 2024

Pelion, Inc.

  • WEAV
  • BILL
  • RCAT
Pelion, Inc.'s Q3 2024 Portfolio
Portfolio Value 143 Million
Stocks 4
Filing on Jan 16, 2025 Q4 2024

Ahl Investment Management, Inc.

  • AAPL
  • JPM
  • MSFT
  • PFFD
  • KO
  • SCHB
  • XOM
Ahl Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 68
Filing on Jan 08, 2025 Q4 2024

Michael S. Ryan, Inc.

  • SPYV
  • SLYV
  • VEA
  • MDYV
  • SPLG
  • XSOE
  • SPYG
Michael S. Ryan, Inc.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 48
Filing on Jan 16, 2025 Q4 2024

River Tree Advisors, LLC

  • FTSM
  • LMBS
  • JAAA
  • BUFR
  • FTCS
  • COWZ
  • BUFQ
River Tree Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 46
Filing on Aug 14, 2024 Q2 2024

Rain Capital Management, LLC

  • IVV
  • VTI
  • ITOT
  • VT
  • IEF
  • IGSB
  • EFA
Rain Capital Management, LLC's Q2 2024 Portfolio
Portfolio Value 142 Million
Stocks 95
Filing on Aug 08, 2023 Q2 2023

Affinia Financial Group, LLC

  • MOAT
  • SPLG
  • SHV
  • TDVG
  • SPY
  • SPSM
  • IJH
Affinia Financial Group, LLC's Q2 2023 Portfolio
Portfolio Value 142 Million
Stocks 35
Filing on Nov 14, 2024 Q3 2024

Crabel Capital Management, LLC

  • SJNK
  • JNK
  • TIP
  • AGG
  • HYG
  • BND
  • EMB
Crabel Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 48
Filing on Nov 15, 2024 Q3 2024

Legacy Wealth Managment, Llc/Id

  • BIL
  • BITO
  • GBIL
  • NEOV
  • SVOL
  • DVN
  • FSK
Legacy Wealth Managment, Llc/Id's Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 743
Filing on Nov 14, 2024 Q3 2024

Legacy Investment Solutions, LLC

  • BIL
  • BITO
  • GBIL
  • NEOV
  • SVOL
  • DVN
  • FSK
Legacy Investment Solutions, LLC's Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 744
Filing on Feb 03, 2025 Q4 2024

Banyan Capital Management, Inc.

  • BRK-B
  • MKL
  • CI
  • VNT
  • PH
  • CHTR
  • AAPL
Banyan Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 142 Million
Stocks 16
Filing on Jan 28, 2025 Q4 2024

Exane Asset Management

  • UBS
  • PNC
  • CCEP
  • STLA
  • BAC
  • APD
  • TMUS
Exane Asset Management's Q4 2024 Portfolio
Portfolio Value 142 Million
Stocks 27
Filing on Feb 10, 2025 Q4 2024

Renasant Bank

  • ACIO
  • IVW
  • MSFT
  • IVE
  • AAPL
  • VTI
  • OSCV
Renasant Bank's Q4 2024 Portfolio
Portfolio Value 142 Million
Stocks 299
Filing on Oct 27, 2023 Q3 2023

Trustees Of General Electric Pension Trust

  • GE
Trustees Of General Electric Pension Trust's Q3 2023 Portfolio
Portfolio Value 142 Million
Stocks 2
Filing on Jan 17, 2025 Q4 2024

Smallwood Wealth Investment Management, LLC

  • ITOT
  • AAPL
  • VTI
  • VOE
  • ICE
  • PULS
  • CGDV
Smallwood Wealth Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 142 Million
Stocks 80
Filing on Feb 05, 2025 Q4 2024

Central Asset Investments & Management Holdings (Hk) LTD

  • NVDA
  • AMZN
  • TSM
  • VST
  • TSLA
  • RSP
  • IWM
Central Asset Investments & Management Holdings (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 76
Filing on Oct 11, 2024 Q3 2024

Vital Stone Financial, LLC

  • SGOV
  • QQQ
  • VUG
  • CLOI
  • IVV
  • VTV
  • NVDA
Vital Stone Financial, LLC's Q3 2024 Portfolio
Portfolio Value 141 Million
Stocks 496