Largest Portfolios by Value

Lowery Thomas, LLC

• SCHG
• VOO
• QQQM
• FNDX
• SPY
• QQQ
• IWF

Tilia Fiduciary Partners, Inc.

• VIGI
• AAPL
• MSFT
• GOOGL
• BRK-B
• V
• MCK

Cribstone Capital Management, LLC

• XLK
• GLD
• XLF
• TOTL
• AAPL
• XLY
• VEA

Greytown Advisors Inc.

• MGV
• MGK
• VGK
• VO
• EWJ
• VWO
• VB

Crystal Rock Capital Management

• META
• GOOGL
• AMZN
• MA
• MSFT
• GOOG
• TDG

Clay Northam Wealth Management, LLC

• COWZ
• SCHG
• AAPL
• AMZN
• SCHD
• GOOG
• MSFT

Colrain Capital LLC

• NEM
• VST
• CVX
• VICR
• GOOGL
• CVS
• MOS

Aevitas Wealth Management, Inc.

• SHY
• MSFT
• AAPL
• LDUR
• XOM
• PEP
• JNJ

Trust Investment Advisors

• AAPL
• LLY
• MSFT
• AVGO
• NVDA
• TSM
• CAT

Hatteras Investment Partners, LP

Db Wealth Management Group, LLC

• SPY
• EFA
• CGDV
• VTI
• IJH
• DWM
• FV

Insight Inv LLC

• AAPL
• MSFT
• GOOGL
• ORCL
• RDVY
• IBM
• JPM

Wolff Wiese Magana LLC

• NVDA
• MSFT
• AVGO
• IJR
• V
• ABBV
• VNQ

Landing Point Financial Group, LLC

• IVV
• FDVV
• ICSH
• AAPL
• VOO
• NVDA
• EFV

Sib LLC

• TXRH
• ODFL
• LULU
• KNX
• JBHT
• RYAAY
• URBN

Independent Order Of Foresters

• ITOT
• VTI

Salvus Wealth Management, LLC

• BRK-B
• SCHW
• PGR
• AAPL
• THO
• GOOG
• ASTS

Lumature Wealth Partners, LLC

• BNL
• IVV
• VUG
• VTV
• IEFA
• AAPL
• XLK