Latest Superinvestor Updates
Stay current with the latest portfolio changes and investment decisions from top money managers.
David Harrison@Magnus Financial Group Llc
364 holdings
$1.036B
Assets growth rate 5.36%- Recent Buy
- EOG
- TJX
- OKE
- IWN
- IWP
- +247
- Recent Sell
- GEV
- GE
- VO
- VTI
- QCOM
- +112
Brian Evans@Madrona Financial Services, Llc
110 holdings
$367.217M
Assets growth rate 2.06%- Recent Buy
- PAYX
- MSFT
- VBR
- IJH
- IJR
- +44
- Recent Sell
- FI
- MCD
- ADP
- UNP
- SBUX
- +53
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
59 holdings
$125.373M
Assets growth rate -6.02%- Recent Buy
- FBTC
- AAPL
- BX
- NOBL
- ET
- +23
- Recent Sell
- NVDA
- DIA
- RSP
- KMI
- SPY
- +42
Joel R. Mogy@Mogy Joel R Investment Counsel Inc
110 holdings
$1.683B
Assets growth rate 3.08%- Recent Buy
- DIS
- V
- AMZN
- ABBV
- CRM
- +27
- Recent Sell
- NVDA
- GOOG
- MA
- MSFT
- COST
- +29
Victor Melfa Jr.@Melfa Wealth Management, Inc.
202 holdings
$149.542M
Assets growth rate -1.29%- Recent Buy
- PFF
- BFZ
- EVN
- MHD
- MYI
- +54
- Recent Sell
- MFM
- DFAX
- AFB
- NVDA
- DFUV
- +38
Timothy Gavin@Mcf Advisors Llc
992 holdings
$1.425B
Assets growth rate -0.07%- Recent Buy
- PGR
- IJS
- MET
- ET
- WMB
- +319
- Recent Sell
- SPGM
- SYK
- VUG
- ETSY
- QQQ
- +260
Matthew Lapides@Mbm Wealth Consultants, Llc
104 holdings
$335.907M
Assets growth rate 5.96%- Recent Buy
- VOO
- AMZN
- AEE
- BKNG
- NET
- +79
- Recent Sell
- MA
- IVV
- JEF
- VUG
- NVDA
- +15
Katie Fischer@Market Street Wealth Management Advisors Llc
98 holdings
$595.708M
Assets growth rate -2.04%- Recent Buy
- DFAU
- DFIV
- VEA
- WCC
- VWO
- +35
- Recent Sell
- IVW
- EEMV
- VB
- LLY
- VV
- +36
Richard Stram@Marino, Stram & Associates Llc
171 holdings
$451.924M
Assets growth rate 0.86%- Recent Buy
- JPM
- C
- VZ
- SO
- BX
- +105
- Recent Sell
- RTX
- BABA
- SPYX
- WMB
- SPG
- +44
Ross Wegner@Lifestyle Asset Management, Inc.
105 holdings
$183.543M
Assets growth rate 1.35%- Recent Buy
- AVGO
- LULU
- DGRW
- XOM
- OC
- +63
- Recent Sell
- TOL
- TPR
- WEX
- CRM
- JPST
- +45