Largest Portfolios by Value

City Center Advisors, LLC

• SPYG
• MINT
• SPYV
• XLU
• XLG
• XLP
• VOX

Measured Risk Portfolios, Inc.

• SFM
• XHLF
• AAPL
• CWEN
• KMI
• CCI
• VZ

Variant Private Wealth, LLC

• AAPL
• GBTC
• IVV
• MSFT
• IYW
• IUSV
• IJR

Marathon Strategic Advisors, LLC

• SPLG
• SPEM
• SPDW
• IVV
• SPMD
• VEA
• VNQI

Luminist Capital LLC

• TFLO
• PNOV
• SHV
• TLT
• SFLR
• GLDM
• SGOL

Grant Private Wealth Management Inc

• NVDA
• META
• AMZN
• AAPL
• NFLX
• TSLA
• MSFT

Infinity Wealth Counsel, LLC

• VUG
• VIG
• IVV
• VV
• BSV
• VYM
• BSCS

Red Tree Management, LLC

Life Goal Wealth Advisors

• DGRO
• CGGO
• LRGF
• VUG
• BND
• JPIE
• CGMS

Bfi Infinity Ltd.

• GDX
• VTI
• VGK
• AAXJ
• IHI
• KLAC
• IWM

Tilt Investment Management Holdings, Pbc

• AAPL
• MSFT
• NVDA
• GOOGL
• TSLA
• AVGO
• UNH

Tandem Financial, LLC

• GDX
• VGLT
• IWD
• IWF
• KNG
• IMCG
• SPY

Stone Ridge Holdings Group LP

Nordea Investment Management Ab

• MSFT
• AAPL
• NVDA
• AMZN
• GOOGL
• MA
• CSCO

Northstar Financial Companies, Inc.

• IWB
• V
• AAPL
• VOOG
• MSFT
• VEA
• VB

Mendota Financial Group, LLC

• DFUS
• RSP
• DFAI
• IGIB
• DFAS
• IVV
• IGSB

Terra Alpha Investments LLC

• V
• WM
• MSFT
• TSM
• AAPL
• XYL
• NVDA

Victory Capital Management Inc

• AAPL
• NVDA
• MSFT
• AMZN
• META
• GOOG
• UITB