Largest Portfolios by Value

Orca Wealth Management, LLC

• AAPL
• ORI
• RTX
• CSCO
• AVGO
• QCOM
• AZN

Adg Wealth Management Group, LLC

• IVW
• RSP
• IVE
• JEPI
• JEPQ
• VYMI
• DGRO

Opulen Financial Group LLC

• SPY
• SCHD
• IQLT
• AMZN
• IVV
• VXF
• VOO

North Dallas Bank & Trust CO

• MSFT
• MUB
• AAPL
• EFA
• AMZN
• GOOGL
• NVDA

Leibman Financial Services, Inc.

• USFR
• INDA
• AVDV
• ARE
• BRK-B
• URI
• TSM

Geo Sphere Capital Management, LLC

• NESR
• CCJ
• SOI
• CVE
• NXE
• DK
• GLNG

Warm Springs Advisors Inc.

• NVDA
• AVGO
• MSFT
• GOOGL
• AAPL
• AMZN
• QQQ

Finward Bancorp

• TQQQ
• MSFT
• VOO
• CWB
• VUG
• SKOR
• AAPL

Canada Pension Plan Investment Board

• NVDA
• MSFT
• AAPL
• AMZN
• AVGO
• GOOGL
• META

Pmg Wealth Management, Inc.

• XLG
• VIG
• OEF
• BUFR
• QUAL
• MINT
• DGRW

Tt Capital Management LLC

• JAAA
• JBBB
• SGOV
• ARE
• VICI
• WPC
• ORCC

Pine Brook Road Advisors, L.P.

Brainard Capital Management LLC

• UBER
• AVUV
• UPST
• AMZN
• DFAU
• BXSL
• DFAI

Family Legacy Financial Solutions, LLC

• USFR
• SCHX
• AMD
• LLY
• SCHM
• UDEC
• SCHA

Kennondale Capital Management LLC

• COOP
• PRDO
• MPC
• IBKR
• GRBK
• BRK-B
• HCC

Phil A. Younker & Associates, Ltd.

• SCHZ
• SCHB
• SGOV
• GAL
• SCHO
• AOR
• SCHD

Pur Efi Wealth, LLC

• SYK
• WMT
• MSFT
• AAPL
• IVV
• AVGO
• SPY

Coordinated Financial Services, Inc./Co

• IVV
• SPY
• VTI
• GOVT
• GLD
• SCHD
• VB