Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Vienna Asset Management LLC

  • TSLA
  • NVDA
  • CDNS
  • JEPQ
  • QQQ
  • SPY
  • BRK-B
Vienna Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 139 Million
Stocks 50
Filing on Jan 23, 2025 Q4 2024

Gagnon Advisors, LLC

  • PSIX
  • EPD
  • AL
  • CDNA
  • NVGS
  • FRSH
  • BLFS
Gagnon Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 26
Filing on Jan 31, 2025 Q4 2024

Prossimo Advisors, LLC

  • MSFT
  • AAPL
  • V
  • GOOGL
  • AMZN
  • NVDA
  • COST
Prossimo Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 135
Filing on Feb 07, 2025 Q4 2024

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • MSFT
  • VWO
  • VEA
  • SCHX
Verity Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 72
Filing on Jan 15, 2025 Q4 2024

Taylor & Morgan Wealth Management, LLC

  • SPY
  • IVV
  • SPSM
  • IWR
  • AAPL
  • VOE
  • RSP
Taylor & Morgan Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 72
Filing on Feb 14, 2025 Q4 2024

Indus Capital Partners, LLC

  • HDB
  • GDS
  • BEKE
  • PDD
Indus Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 5
Filing on Jul 15, 2022 Q2 2022

Cordasco Financial Network

  • IWB
  • IWM
  • PLD
  • LMT
  • AAPL
  • MCHP
  • TFC
Cordasco Financial Network's Q2 2022 Portfolio
Portfolio Value 138 Million
Stocks 604
Filing on Feb 10, 2025 Q4 2024

Mgo Private Wealth, LLC

  • VOO
  • BND
  • AGG
  • VGIT
  • SPY
  • VPL
  • AAPL
Mgo Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 58
Filing on Jan 29, 2025 Q4 2024

Channing Global Advisors, LLC

  • UBS
  • AMZN
  • GOOG
  • TSM
  • META
  • V
  • MSFT
Channing Global Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 50
Filing on Feb 14, 2025 Q4 2024

Ejf Capital LLC

  • FHN
  • VLY
  • FCNCA
  • GNW
  • CARE
  • VBTX
  • PFC
Ejf Capital LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 90
Filing on Feb 13, 2025 Q4 2024

Round Hill Asset Management

  • SPGI
  • AMGN
  • CMCSA
  • DIS
  • MRK
  • NDAQ
  • NVO
Round Hill Asset Management's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 61
Filing on Mar 03, 2025 Q4 2024

Forthright Family Wealth Advisory LLC

  • SPLG
  • IVW
  • QUAL
  • SCHZ
  • DFAC
  • EFV
  • EFG
Forthright Family Wealth Advisory LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 55
Filing on Jan 23, 2025 Q4 2024

Penbrook Management LLC

  • NVO
  • AMZN
  • MSFT
  • MCO
  • GOOG
  • GOOGL
  • BX
Penbrook Management LLC's Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 110
Filing on Jan 27, 2025 Q4 2024

Meadow Creek Wealth Advisors LLC

  • IVV
  • SON
  • KO
  • NVDA
  • AAPL
  • MSFT
  • JEPI
Meadow Creek Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 137
Filing on Jan 28, 2025 Q4 2024

Archvest Wealth Advisors, Inc.

  • AGG
  • DFAI
  • VEU
  • VWOB
  • GSLC
  • VNQ
  • IVV
Archvest Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 61
Filing on Feb 12, 2025 Q4 2024

Hengistbury Investment Partners LLP

  • V
  • IBKR
  • BKNG
Hengistbury Investment Partners LLP's Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 3
Filing on Jan 23, 2025 Q4 2024

Merrion Investment Management Co, LLC

  • JEF
  • CCJ
  • AAPL
  • GOOG
  • BRK-B
  • NVEC
  • HAL
Merrion Investment Management Co, LLC's Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 101
Filing on Feb 10, 2025 Q4 2024

Wealth Trust Asset Management, LLC

  • WLTG
  • QQQ
  • AGG
  • CHRW
  • BIL
  • FLOT
  • RSP
Wealth Trust Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 137 Million
Stocks 91