Latest Superinvestor Updates
Stay current with the latest portfolio changes and investment decisions from top money managers.
Carmen Laster@Regent Peak Wealth Advisors Llc
180 holdings
$890.533M
Assets growth rate 104.44%- Recent Buy
- TGT
- T
- CB
- HD
- MCD
- +158
- Recent Sell
- GD
- UNH
- JNJ
- MRK
- ORCL
- +29
Aryn Sands@Kelly Financial Services Llc
114 holdings
$277.344M
Assets growth rate 1.72%- Recent Buy
- IFRA
- GOOGL
- COST
- BRK.B
- MAR
- +49
- Recent Sell
- DYNF
- QQQ
- MRK
- DGRO
- ORCL
- +59
Beth Steinhaus@Breakwater Investment Management
309 holdings
$235.248M
Assets growth rate -1.78%- Recent Buy
- VTI
- VTV
- VIGI
- VV
- VT
- +65
- Recent Sell
- SPY
- BND
- VNQ
- VIG
- MSFT
- +37
Lynn L. Chen-Zhang@Zhang Financial Llc
295 holdings
$1.747B
Assets growth rate 10.27%- Recent Buy
- SUSA
- AVSC
- IWV
- MET
- SUSL
- +195
- Recent Sell
- DVY
- VEA
- VXF
- VBR
- VTV
- +56
Myrka Barcenas@Zwj Investment Counsel Inc
222 holdings
$2.421B
Assets growth rate -1.1%- Recent Buy
- CBOE
- ADP
- LOW
- T
- AUB
- +114
- Recent Sell
- EFX
- COST
- FIS
- INGR
- MA
- +96
Patrick Hayes@Wealthquest Corp
128 holdings
$1.229B
Assets growth rate 8.27%- Recent Buy
- KR
- XOM
- LLY
- FITB
- VTI
- +60
- Recent Sell
- USB
- ILCG
- NSC
- MSFT
- IWR
- +47
Thomas Curtis@Wealth Management Partners, Llc
113 holdings
$231.729M
Assets growth rate 7.43%- Recent Buy
- JEPI
- AVEM
- IEFA
- V
- IUSG
- +59
- Recent Sell
- SHOP
- IWF
- AAPL
- IWV
- DSI
- +39
Nolan Hughes@Wooster Corthell Wealth Management, Inc.
53 holdings
$459.427M
Assets growth rate -2.02%- Recent Buy
- QQQ
- SPIP
- IGIB
- MSFT
- SPTM
- +16
- Recent Sell
- VO
- AMZN
- IEI
- VB
- VEA
- +23
Matthew Heller@Willner & Heller, Llc
154 holdings
$114.155M
Assets growth rate 1.7%- Recent Buy
- V
- CEG
- AIRR
- GOOG
- IYW
- +83
- Recent Sell
- AMAT
- VIG
- VBK
- GS
- XMHQ
- +55
Sheena Hanson@Uncommon Cents Investing Llc
197 holdings
$335.844M
Assets growth rate -5.64%- Recent Buy
- CTRA
- AEF
- TPR
- CVX
- TDF
- +47
- Recent Sell
- IBM
- AUB
- LKFN
- ELV
- GEHC
- +348