Largest Portfolios by Value

Wgi Dm, LLC

Wealth Plan Partners, LLC

• AAPL
• BRK-B
• BUFR
• COWZ
• DGRO
• SECT
• HEQT

Fieldview Capital Management, LLC

• NWSA
• PAYX
• COST
• DIS
• MTN
• ACN
• CHK

Mosaic Family Wealth Partners, LLC

• VUG
• DBEF
• VBK
• VTV
• DFEM
• DFSV
• DFAT

Onyx Point Global Management LP

• PR
• CHRD
• VST
• OXYWS
• HNRG
• GLNG
• ASTL

Leo Wealth, LLC

• JNJ
• AFRM
• ESGV
• VSGX
• GSLC
• AVUS
• AMZN

Private Wealth Asset Management, LLC

• IEMG
• IEFA
• IJH
• IVV
• BRK-B
• IJR
• AAPL

Per Stirling Capital Management, Llc.

• IVV
• DGRW
• IVE
• VEA
• IVW
• IJH
• JAAA

Parr Mcknight Wealth Management Group, LLC

• IVV
• AAPL
• MSFT
• BND
• IUSB
• IEFA
• JPM

Scopia Capital Management LP

• CTVA
• KBR
• RRX
• TPX
• AER
• VVV
• MRCY

Quadcap Wealth Management, LLC

• JQUA
• DFUS
• AAPL
• CGCP
• AMZN
• MSFT
• SPY

Genus Capital Management Inc.

• NVDA
• GILD
• IBM
• GOVT
• AGG
• RY
• V

Disciplina Capital Management LLC

• AGG
• ITOT
• TLT
• IEFA
• AVUS
• USFR
• IVV

Battery Management Corp.

• CXM
• BRZE
• AMPL
• CSBR
• ZETA
• PET

V Square Quantitative Management LLC

• NVDA
• MSFT
• GOOGL
• GOOG
• LLY
• V
• TSLA

Goldstein Advisors, LLC

• ITOT
• GSLC
• JGRO
• QUAL
• SPDW
• DBMF
• BOND

Absolute Investment Advisers LLC

• BIGZ
• ACP
• AVK
• ZTR
• BMEZ
• DMA
• EHI

Nwf Advisory Services Inc.

• AAPL
• VOO
• BRK-B
• XLK
• SDY
• COST
• AMZN