Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Scep Management LTD

  • BZ
  • MNSO
  • TAL
  • VNET
  • API
  • CANG
  • TUYA
Scep Management LTD's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 9
Filing on Jan 22, 2025 Q4 2024

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • AAPL
Chico Wealth Ria's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 30
Filing on Feb 04, 2025 Q4 2024

Synergy Financial Group, LTD

  • AMZN
  • NVDA
  • MSFT
  • SHOP
  • TTD
  • AAPL
  • NFLX
Synergy Financial Group, LTD's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 101
Filing on Jan 29, 2025 Q4 2024

Bey Douglas LLC

  • GOOGL
  • NVDA
  • MSFT
  • AAPL
  • BKNG
  • V
  • INTU
Bey Douglas LLC's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 40
Filing on Feb 06, 2025 Q4 2024

Crew Capital Management, Ltd.

  • AAPL
  • PG
  • MSFT
  • IJH
  • XLK
  • QQQ
  • NVDA
Crew Capital Management, Ltd.'s Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 144
Filing on Jan 21, 2025 Q4 2024

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • MPLX
  • BIP
  • BEP
  • PAGP
  • USAC
Walnut Private Equity Partners, LLC's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 14
Filing on Jan 22, 2025 Q4 2024

Spectrum Planning & Advisory Services Inc.

  • SPLG
  • IVW
  • DYNF
  • QUAL
  • IUSB
  • SPTM
  • SCHZ
Spectrum Planning & Advisory Services Inc.'s Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 61
Filing on Nov 18, 2024 Q3 2024

King Street Capital Management, L.P.

  • SGRY
  • AVAH
  • BLCO
  • UNIT
  • ATUS
  • AMBP
  • CBL
King Street Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 113 Million
Stocks 10
Filing on Feb 10, 2025 Q4 2024

Lancaster Investment Management

  • ALV
  • MANU
  • HDB
  • GLRE
Lancaster Investment Management's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 5
Filing on Feb 04, 2025 Q4 2024

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • PG
  • QQQ
  • SCHD
  • CALF
  • VIG
  • IMCG
Kellett Schaffner Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 113 Million
Stocks 72
Filing on Aug 05, 2022 Q2 2022

January Capital Advisors LLC

  • ULST
  • GLDM
  • IIGD
  • PFIX
  • QUS
  • CVX
  • GTO
January Capital Advisors LLC's Q2 2022 Portfolio
Portfolio Value 113 Million
Stocks 41
Filing on Jan 22, 2025 Q4 2024

Piscataqua Savings Bank

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • UNH
  • NDSN
  • TJX
Piscataqua Savings Bank's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 459
Filing on Aug 08, 2023 Q2 2023

Mcmillion Capital Management Inc

  • AAPL
  • MSFT
  • VBK
  • IGV
  • QQQ
  • COST
  • CVX
Mcmillion Capital Management Inc's Q2 2023 Portfolio
Portfolio Value 112 Million
Stocks 196
Filing on Feb 13, 2025 Q4 2024

Dynamic Wealth Strategies, LLC

  • VTV
  • IEF
  • BND
  • EFA
  • SPHQ
  • IGM
  • SPSB
Dynamic Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 64
Filing on Feb 11, 2025 Q4 2024

Sheets Smith Investment Management

  • VCSH
  • GBIL
  • EFIV
  • RSP
  • IWV
  • VCIT
  • MSFT
Sheets Smith Investment Management's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 57
Filing on Jan 13, 2025 Q4 2024

Green Alpha Advisors, LLC

  • TSM
  • SLG
  • IBM
  • HRZN
  • NGVC
  • QCOM
  • KRC
Green Alpha Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 147
Filing on Jan 23, 2025 Q4 2024

Upper Left Wealth Management, LLC

  • IAU
  • SCHE
  • BCI
  • SPLG
  • SCHA
  • GLDM
  • VNQI
Upper Left Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 57
Filing on Feb 10, 2025 Q4 2024

Basso Capital Management, L.P.

  • VOO
  • SPY
  • RSP
  • VTI
  • GLD
  • QQQM
  • ET
Basso Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 75