Largest Portfolios by Value

Filing on Jan 03, 2025 Q4 2024

Dentgroup LLC

  • IJH
  • FDVV
  • FBND
  • VUG
  • ACWX
  • IVV
  • VTV
Dentgroup LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 80
Filing on Nov 15, 2023 Q3 2023

V Wealth Advisors LLC

  • SPY
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • QQQ
  • BRK-B
V Wealth Advisors LLC's Q3 2023 Portfolio
Portfolio Value 123 Million
Stocks 137
Filing on Feb 13, 2025 Q4 2024

M28 Capital Management LP

  • WVE
  • ADGI
  • TGTX
  • RCKT
  • SWTX
  • BBIO
  • PRQR
M28 Capital Management LP's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 11
Filing on Aug 11, 2022 Q2 2022

Kerber Rose Wealth Management, LLC

  • SCHD
  • IVV
  • SPTM
  • TIP
  • SCHX
  • SCHP
  • VIG
Kerber Rose Wealth Management, LLC's Q2 2022 Portfolio
Portfolio Value 123 Million
Stocks 115
Filing on Feb 06, 2025 Q4 2024

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • QUAL
  • BIP
  • IEMG
Tacita Capital Inc's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 205
Filing on Feb 11, 2025 Q4 2024

Garland Capital Management Inc

  • JPM
  • ABBV
  • BK
  • TRV
  • CSCO
  • PG
  • IBM
Garland Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 33
Filing on Feb 10, 2025 Q4 2024

Bank Of Marin

  • MSFT
  • AAPL
  • XLK
  • AMZN
  • NVDA
  • VOO
  • XLY
Bank Of Marin's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 143
Filing on Nov 29, 2024 Q3 2024

Old North State Trust, LLC

  • AAPL
  • SPY
  • LLY
  • MSFT
  • NVDA
  • DUK
  • AJG
Old North State Trust, LLC's Q3 2024 Portfolio
Portfolio Value 123 Million
Stocks 123016
Filing on Jan 30, 2025 Q4 2024

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • IVW
  • DFAC
  • DYNF
  • QUAL
  • AMZN
Copperleaf Capital, LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 91
Filing on Feb 13, 2025 Q4 2024

Twenty Acre Capital LP

  • UBER
  • PSTG
  • NOW
  • CPNG
  • AMZN
  • YMM
  • SNOW
Twenty Acre Capital LP's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 17
Filing on Feb 03, 2025 Q4 2024

Indie Asset Partners, LLC

  • LLY
  • AAPL
  • MSFT
  • META
  • SLYV
  • GBTC
  • NVDA
Indie Asset Partners, LLC's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 115
Filing on Jan 03, 2025 Q4 2024

Rk Asset Management, LLC

  • BKE
  • ALGT
  • FIZZ
  • REGN
  • UHALB
  • KHC
  • BRK-B
Rk Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 23
Filing on Nov 09, 2022 Q3 2022

Fure Financial Corp

  • SH
  • BIL
  • SCHD
  • VTV
  • STIP
  • VIG
  • SPYV
Fure Financial Corp's Q3 2022 Portfolio
Portfolio Value 122 Million
Stocks 34
Filing on Jan 17, 2025 Q4 2024

Sterling Investment Management, LLC

  • BRK-B
  • GLD
  • BIL
  • GOOG
  • BRK-A
  • CNI
  • BSV
Sterling Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 56
Filing on Nov 14, 2024 Q3 2024

Ven Bio Partners LLC

  • PHVS
  • HRMY
  • ALXO
Ven Bio Partners LLC's Q3 2024 Portfolio
Portfolio Value 122 Million
Stocks 6
Filing on Jul 17, 2023 Q2 2023

Silverhawk Asset Management, LLC

  • IVV
  • QEFA
  • WLDR
  • VCSH
  • VTIP
  • ESGS
  • SPY
Silverhawk Asset Management, LLC's Q2 2023 Portfolio
Portfolio Value 122 Million
Stocks 33
Filing on Feb 10, 2025 Q4 2024

Privium Fund Management (Uk) LTD

  • VOO
  • ACWI
  • HYG
  • EMB
  • GOVT
  • GSBD
  • ALK
Privium Fund Management (Uk) LTD's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 13
Filing on Feb 11, 2025 Q4 2024

Del Sette Capital Management, LLC

  • RSP
  • SDOG
  • IDOG
  • EDOG
  • AVUV
  • VIOG
  • EEM
Del Sette Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 121 Million
Stocks 36