Largest Portfolios by Value

Red Jay Asset Management Inc.

• SPY
• VOO

Hold Co Asset Management, LP

• COLB
• FIBK
• CFG
• KEY
• EBC
• PPBI
• CFFN

Nordwand Advisors, LLC

• BRK-A
• JNJ
• AVGO
• VV
• MSFT
• ORCL
• ETN

Cannon Financial Strategists, Inc.

• DFIC
• SPYG
• SLYV
• AVLV
• BIV
• VUG
• AVEM

Fiduciary Financial Group, LLC

• AAPL
• SCHO
• SGOV
• DFAC
• DFIV
• DFAI
• VTV

Riposte Capital LLC

• FCNCA
• JLL
• CHK
• CCL
• CNM
• SPOT
• URBN

Victory Financial Group, LLC

• IWY
• SCHD
• IMCG
• XLK
• FDVV
• FVD
• VOO

Matauro, LLC

• PHYS
• IEF
• SPY
• EZU
• USCI
• RSP
• COWZ

Rollins Financial Advisors, LLC

• QQQ
• AAPL
• MSFT
• SCHG
• AMZN
• BAC
• GOOGL

Ask Capital Management, LLC

• AVGO
• ABNB
• FA
• NU

Strategic Planning Group, LLC

• NVDA
• AMZN
• AAPL
• MSFT
• HYDB
• GOOG
• NFLX

Breakwater Capital Group

• JQUA
• PRF
• AAPL
• RSP
• IWF
• IVV
• VTV

Al Mehwar Commercial Investments LLC

• VIST

Onyx Point Global Management LP

• PR
• VST
• CHRD
• OXYWS

Compass Financial Group, Inc/Sd

• VDC
• VGT
• VOO
• SCHB
• VIS
• VTI
• VIG

Pershing Square Holdco, L.P.

Bricktown Capital, LLC

• IVV
• BND
• IWV
• USHY
• AGG
• SPLG
• IXUS

Pureheart Capital Pte Ltd.

• GLD
• IAU
• GDX
• SGOL
• GDXJ
• BA
• EWZ