Largest Portfolios by Value

Creekside Partners

• SCHF
• AAPL
• SCHA
• VO
• VIG
• VB
• VEA

Everpar Advisors LLC

• MSFT
• AAPL
• JPM
• NVDA
• OKE
• IVV
• AMZN

Dudley Capital Management, LLC

• AAPL
• MSFT
• NVDA
• JNJ
• CVX
• GOOGL
• XOM

State Insurance Fund

Melia Wealth LLC

• JEPI
• ARCC
• BCSF
• HTGC
• GAIN
• TRIN
• ORCC

Valley Financial Management, Inc.

• VONG
• MOAT
• EUDG
• HEDJ
• VTV
• SOXX
• AGG

Significant Wealth Partners LLC

• USM
• SPXL
• SPY
• VOOG
• ABBV
• AAPL
• NVDA

New England Capital Financial Advisors LLC

• CGGR
• RSP
• VBR
• SPYV
• SPYG
• CGCP
• SPDW

Resolute Wealth Strategies, LLC

• AAPL
• FBND
• NVDA
• AMZN
• IVW
• TSM
• BXSL

Burford Brothers, Inc.

• AAPL
• CGUS
• BRK-B
• MSFT
• VNLA
• TSLA
• CGGR

Vivid Wealth Management, LLC

• IVV
• QQQ
• BIL
• SGOV
• VTV
• JEPI
• XLI

Igp Investments (G.P.L.P), LP

• CLBT
• VLN

Blue Chip Wealth Advisors LLC

• SPY
• SCHD
• IJH
• FVD
• COWZ
• FDL
• IVV

Decade Renewable Partners LP

• PCG
• PRIM
• EVRG
• SGML
• AEE
• MTZ
• NEE

O'Connor Financial Group LLC

• FIXD
• LDUR
• VOO
• VB
• TPIF
• SPDW
• TPLC

Optivise Advisory Services LLC

• TFLO
• AGG
• QQH
• LGH
• IVV
• FALN
• QUAL

New Insight Wealth Advisors

• IVV
• SCHD
• VIOO
• VO
• FBND
• TSLA
• VIGI

Arcadia Wealth Management, LLC

• VUG
• VEA
• VTV
• GOVT
• VWO
• SPLG
• BNDX