Largest Portfolios by Value

Philip James Wealth Mangement, LLC

• BRK-B
• XOM
• OXYWS
• QCOM
• OXY
• INTC
• MOAT

Financial Synergies Wealth Advisors, Inc.

• IVV
• VUG
• VO
• VTV
• EFV
• VEA
• EFG

Strategies Wealth Advisors, LLC

• SPDW
• VTV
• VUG
• DGRO
• QUAL
• IEFA
• VBK

Rw Investment Management LLC

• VTI
• DFIC
• BSV
• VCSH
• DFAT
• DFUV
• DFEM

Price T Rowe Associates Inc

• MSFT
• AAPL
• NVDA
• AMZN
• META
• LLY
• V

Atlas Capital Advisors LLC

• PG
• VGK
• PLMR
• AAPL
• XLK
• XLF
• SPEM

American Securities LLC

Bensler, LLC

• MSFT
• AAPL
• NVDA
• SPAB
• JAAA
• PAVE
• SPHY

Talbot Financial, LLC

• AAPL
• MSFT
• AMZN
• GOOGL
• NVDA
• JPM
• GS

Avenir Tech LTD

• TIGR
• BA
• TSM
• AMZN
• TSLA
• AAPL
• NVDA

Cascade Financial Partners, LLC

• LLY
• AAPL
• VEA
• IVV
• PEP
• PKI
• VTI

Nemes Rush Group LLC

• AAPL
• AVGO
• JPM
• MSFT
• MSI
• WMT
• ETN

Spx Equities Gestao De Recursos Ltda

• VALE
• IJR
• MDY
• CPA
• VINP
• XP
• PAGS

Linden Thomas Advisory Services, LLC

• NVDA
• META
• AAPL
• MSFT
• CORT
• V
• MA

Sovran Advisors, LLC

• IVV
• IUSB
• USEP
• AAPL
• MSFT
• SPY
• NVDA

Tanager Wealth Management LLP

• XHLF
• VEA
• ITOT
• VTI
• MOAT
• BKAG
• AGG

Spirepoint Private Client, LLC

• UPS
• AAPL
• MSFT
• CLH
• PLTR
• JNJ
• AMLP

One Madison Group LLC

• TTWO
• AMZN
• RACE
• GE
• SPOT
• XPO
• HEI