Largest Portfolios by Value

Filing on Jan 21, 2025 Q4 2024

Castleview Partners, LLC

  • AAPL
  • SPY
  • GLD
  • BMY
  • AMZN
  • AMGN
  • COP
Castleview Partners, LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 581
Filing on Feb 14, 2025 Q4 2024

Dc Investments Management, LLC

  • VT
  • ACWI
  • CALX
  • EQT
  • FANG
  • PARR
  • PDM
Dc Investments Management, LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 92
Filing on Jan 14, 2025 Q4 2024

Cox Capital Mgt LLC

  • AMZN
  • GOOGL
  • SAP
  • MSFT
  • V
  • ASML
  • JAAA
Cox Capital Mgt LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 67
Filing on Nov 15, 2024 Q3 2024

Gould Capital, LLC

  • IEI
  • BND
  • VEA
  • BNDX
  • AAPL
  • GLD
  • MSFT
Gould Capital, LLC's Q3 2024 Portfolio
Portfolio Value 151 Million
Stocks 216
Filing on Jan 21, 2025 Q4 2024

Apricus Wealth, LLC

  • KMI
  • UNM
  • CVX
  • MDXG
  • JPM
  • BAC
  • STT
Apricus Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 101
Filing on Jan 10, 2025 Q4 2024

Avondale Wealth Management

  • IVV
  • IJH
  • QQQ
  • CALF
  • DFAE
  • DFAT
  • AGG
Avondale Wealth Management's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 112
Filing on Nov 15, 2024 Q3 2024

Twin Lakes Capital Management, LLC

  • AAPL
  • CPRI
  • GILD
  • STX
  • CPF
  • FDX
  • NOW
Twin Lakes Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 150 Million
Stocks 241
Filing on Jan 29, 2025 Q4 2024

Pachira Investments Inc.

  • VOO
  • IJH
  • IJR
  • MDY
  • IVV
  • SPMD
  • SPSM
Pachira Investments Inc.'s Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 56
Filing on Feb 13, 2025 Q4 2024

Seldon Capital LP

  • VTI
  • VDC
  • LULU
  • VT
  • VRT
  • VEA
  • MSFT
Seldon Capital LP's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 67
Filing on Jan 29, 2025 Q4 2024

R.P. Boggs & Co.

  • ROAD
  • GLD
  • CDRE
  • TYL
  • SCI
  • CWST
  • FSV
R.P. Boggs & Co.'s Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 18
Filing on Nov 14, 2024 Q3 2024

Masterton Capital Management, LP

  • REXR
  • FRT
  • VICI
  • NNN
  • EQR
  • WMT
  • INVH
Masterton Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 150 Million
Stocks 21
Filing on Jan 15, 2025 Q4 2024

Walker Asset Management, LLC

  • JKHY
  • WMT
  • ORLY
  • AAPL
  • MSFT
  • NVDA
  • TSLA
Walker Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 134
Filing on Feb 13, 2025 Q4 2024

Intel Corp

  • JOBY
Intel Corp's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 3
Filing on Feb 12, 2025 Q4 2024

Mc Ginn Investment Management, Inc.

  • AAPL
  • MSFT
  • META
  • JPM
  • HD
  • NKE
  • BAC
Mc Ginn Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 25
Filing on Jan 17, 2025 Q4 2024

Lake Hills Wealth Management, LLC

  • SHY
  • AMLP
  • SPLV
  • FXI
  • XLE
  • XLV
  • IEI
Lake Hills Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 62
Filing on Feb 04, 2025 Q4 2024

Edge Rock Capital LLC

  • QQQM
  • UCON
  • QUAL
  • QQQ
  • FTLS
  • AAPL
  • LMBS
Edge Rock Capital LLC's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 67
Filing on Feb 12, 2025 Q4 2024

Rainwater Charitable Foundation

  • VTI
  • VGLT
  • FLJP
  • VNQ
Rainwater Charitable Foundation's Q4 2024 Portfolio
Portfolio Value 150 Million
Stocks 4
Filing on Jul 25, 2022 Q2 2022

Hc Financial Advisors Inc

  • AAPL
  • V
  • TOTL
  • MSFT
  • NFRA
  • BNL
  • ADP
Hc Financial Advisors Inc's Q2 2022 Portfolio
Portfolio Value 149 Million
Stocks 348