Largest Portfolios by Value

Filing on Oct 12, 2022 Q3 2022

Swm Advisors

  • VOO
  • VEA
  • VXF
  • FLOT
  • ICSH
  • BSV
  • BIV
Swm Advisors's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 24
Filing on Feb 14, 2025 Q4 2024

Angelo Gordon & Co., L.P.

  • HOUS
  • K
  • JNPR
  • HES
  • SUM
  • SMAR
  • HCP
Angelo Gordon & Co., L.P.'s Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 53
Filing on Oct 26, 2022 Q3 2022

Morris Capital Advisors, LLC

  • AAPL
  • MSFT
  • UNH
  • AMZN
  • CVS
  • TMO
  • LLY
Morris Capital Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 52
Filing on Jan 22, 2025 Q4 2024

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • DFCF
  • SHV
  • GBIL
  • BRK-B
  • DFSV
Tru Independence Asset Management 2, LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 80
Filing on Feb 11, 2025 Q4 2024

General Motors Holdings LLC

  • LAC
  • SES
  • NMG
  • LIDR
General Motors Holdings LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 5
Filing on Aug 14, 2024 Q2 2024

Greenwich Investment Management, Inc.

  • DMLP
  • TRIN
  • TSLX
  • XOM
  • ARCC
  • MPV
  • BANX
Greenwich Investment Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 106 Million
Stocks 37
Filing on Jan 31, 2025 Q4 2024

Acuitas Investments, LLC

  • NGS
  • OPRT
  • AOSL
  • GLDD
  • HMST
  • INBK
  • TRUE
Acuitas Investments, LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 63
Filing on Feb 14, 2023 Q4 2022

Health Cor Management, L.P.

  • BMRN
  • DXCM
  • CYTK
  • HYPR
  • ALKS
  • CNMD
  • NBIX
Health Cor Management, L.P.'s Q4 2022 Portfolio
Portfolio Value 106 Million
Stocks 22
Filing on Feb 13, 2025 Q4 2024

Caerus Investment Advisors, LLC

  • VOO
  • XYLD
  • QYLD
  • GOOG
  • SPY
  • IWM
  • EFA
Caerus Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 31
Filing on Jan 07, 2025 Q4 2024

Spartan Planning & Wealth Management

  • SPTM
  • AAPL
  • NVDA
  • BIL
  • MSFT
  • OPER
  • HEGD
Spartan Planning & Wealth Management's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 71
Filing on Feb 12, 2025 Q4 2024

Amica Retiree Medical Trust

  • IXUS
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
Amica Retiree Medical Trust's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 135
Filing on Feb 14, 2025 Q4 2024

Diker Management LLC

  • STE
  • HUBS
  • BILL
  • FIVN
  • ZETA
  • AAPL
  • AFRM
Diker Management LLC's Q4 2024 Portfolio
Portfolio Value 105 Million
Stocks 38
Filing on Nov 14, 2023 Q3 2023

Quantamental Technologies LLC

  • CRWD
  • BX
  • LVS
  • NTNX
  • NVDA
  • BBY
  • LOW
Quantamental Technologies LLC's Q3 2023 Portfolio
Portfolio Value 105 Million
Stocks 285
Filing on Jan 23, 2025 Q4 2024

4 J Wealth Management LLC

  • IVV
  • DGRO
  • BRK-B
  • NVDA
  • BUFB
  • AAPL
  • IEI
4 J Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 105 Million
Stocks 84
Filing on Feb 19, 2025 Q4 2024

Centerstone Investors, LLC

  • RYAAY
  • TRP
  • GLD
  • FNV
  • ICL
  • ORLY
  • URTH
Centerstone Investors, LLC's Q4 2024 Portfolio
Portfolio Value 105 Million
Stocks 28
Filing on Jan 02, 2024 Q4 2023

Wyrmwood Management LLC

  • AAPL
  • PG
  • TSLA
  • BRK-B
Wyrmwood Management LLC's Q4 2023 Portfolio
Portfolio Value 104 Million
Stocks 4
Filing on Jan 15, 2025 Q4 2024

Platt Investment Counsel, LLC

  • ESGV
  • QQQ
  • IWM
  • IJH
  • XLI
  • VTI
  • VCSH
Platt Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 104 Million
Stocks 10
Filing on Feb 14, 2025 Q4 2024

Accel Growth Fund V Associates L.L.C.

  • SOFI
  • BMBL
Accel Growth Fund V Associates L.L.C.'s Q4 2024 Portfolio
Portfolio Value 104 Million
Stocks 2