Largest Portfolios by Value

Form Wealth Advisors, LLC

• IVV
• DYNF
• IEFA
• AGG
• QQQ
• IJH
• DGRO

Goldstein Advisors, LLC

• ITOT
• GSLC
• JGRO
• QUAL
• DBMF
• BOND
• TAXF

Golden State Wealth Management, LLC

• IVV
• SPY
• AAPL
• AGG
• FVD
• QQQ
• AMZN

Atlas Capital Advisors LLC

• PG
• VGK
• PLMR
• VSS
• SPEM
• MSFT
• XLK

Scopia Capital Management LP

• CTVA
• RRX
• KBR
• TPX
• AMZN
• CC
• LIVN

Jpb Foundation

• SPY
• RSP

Blue Stem Wealth Partners, LLC

• IVV
• FNDX
• VUG
• SCHF
• SPEM
• RECS
• IJH

Lcc Family Corp.

Westerkirk Capital Inc.

• AGG
• VWO
• VOO
• MSFT
• VEA
• NVDA
• BND

Morgan Stanley Institutional Investment Advisors LLC

• WM
• ENB
• NHC

Savoie Capital LLC

• NVDA
• AMZN
• GOOG
• LBRDK
• QQQ
• XOM
• AMD

Rit Capital Partners PLC

• MSFT
• AMZN
• ICE
• CPNG
• RNR
• GLNG
• CRM

Absolute Investment Advisers LLC

• PHD
• JEQ
• ZTR
• JQC
• UTG
• RFMZ
• BHK

Novem Group

• SCHG
• VIG
• SPLG
• FMIL
• BOND
• USFR
• IBDS

Disciplina Capital Management LLC

• AGG
• ITOT
• TLT
• IEFA
• AVUS
• USRT
• IVV

Jamison Private Wealth Management, Inc.

• NVDA
• AAPL
• MSFT
• VMC
• JPM
• BX
• UPS

Volterra Technologies LP

• QQQ
• SPY
• QQQ
• SPY
• XLK
• EEM
• XLK

Quadcap Wealth Management, LLC

• JQUA
• DFUS
• AAPL
• CGCP
• MSFT
• AMZN
• NVDA