Latest Superinvestor Updates
Stay current with the latest portfolio changes and investment decisions from top money managers.
Timothy Monaco@Lifeplan Financial, Llc
86 holdings
$113.177M
Assets growth rate -2.85%- Recent Buy
- VMBS
- TER
- XLP
- GD
- BWA
- +36
- Recent Sell
- CTSH
- TSN
- VEEV
- SWAN
- MSFT
- +44
David Lutz@Lifeguide Financial Advisors, Llc
42 holdings
$233.132M
Assets growth rate -0.55%- Recent Buy
- VTI
- TMF
- VNQ
- HSY
- DFAC
- +19
- Recent Sell
- IBD
- EURL
- META
- MCD
- MKC
- +9
Donny Buchanan@Lakehouse Capital Pty Ltd
13 holdings
$148.327M
Assets growth rate 4.37%- Recent Buy
- Recent Sell
- SPOT
- NOW
Jack C. Marino Jr.@Lake Hills Wealth Management, Llc
61 holdings
$146.438M
Assets growth rate -1.99%- Recent Buy
- AMLP
- VYM
- EEM
- IWD
- NVDA
- +33
- Recent Sell
- GLD
- XLP
- AAPL
- IVV
- AMZN
- +21
David Greenleigh@Luts & Greenleigh Group, Inc
78 holdings
$101.235M
Assets growth rate -2.8%- Recent Buy
- MA
- UNP
- META
- AFL
- BAC
- +37
- Recent Sell
- K
- ABT
- WM
- WMT
- ISTB
- +34
Lisa L Lockerman@Lockerman Financial Group, Inc.
103 holdings
$58.752M
Assets growth rate -0.54%- Recent Buy
- IJR
- SPLG
- JIRE
- VZ
- NVDA
- +32
- Recent Sell
- MA
- TJX
- CME
- ONEY
- BBUS
- +47
Richard A. Flora@Key Client Fiduciary Advisors, Llc
189 holdings
$226.861M
Assets growth rate 1.53%- Recent Buy
- QCOM
- HWM
- FLQL
- PRU
- IP
- +91
- Recent Sell
- MO
- IYH
- FTCS
- NFLX
- PEG
- +81
Cortney Cost@Kraft Asset Management, Llc
52 holdings
$129.468M
Assets growth rate 1.37%- Recent Buy
- DFAS
- ROK
- DFIV
- ITW
- ITOT
- +18
- Recent Sell
- UNH
- DFAT
- DFUS
- VBR
- IEMG
- +16
Keith Marks@Kelleher Financial Advisors
113 holdings
$264.944M
Assets growth rate 0.96%- Recent Buy
- BR
- EXPD
- BRK.B
- BRO
- BLDR
- +62
- Recent Sell
- GOOGL
- IVV
- ABBV
- PEP
- VTV
- +33
Erin E Antill@Janney Montgomery Scott Llc
2679 holdings
$36.084B
Assets growth rate 0.74%- Recent Buy
- DBEF
- UVE
- ZM
- ISEP
- FLQL
- +1511
- Recent Sell
- BND
- VLUE
- BNDX
- TW
- SUM
- +1303