Largest Portfolios by Value

Gordian Advisors LLC

• SCHX
• BIV
• VTI
• VEA
• VXUS
• MSFT
• SCHA

Opinicus Capital, Inc.

• AAPL
• MSFT
• NVDA
• VUG
• VEA
• JPM
• QQQ

Guerra Pan Advisors, LLC

• NVDA
• USMV
• SCHA
• GOOGL
• AVGO
• AAPL
• JPM

Seed Wealth Management, Inc.

• VMBS
• JMBS
• SCHB
• AVUV
• AVUS
• SCHP
• VRP

Klein Pavlis & Peasley Financial, Inc.

• AEM
• CCJ
• OKE
• SCCO
• NEM
• SCHW
• WPM

Perissos Private Wealth Management, LLC

• VOO
• BXSL
• COWZ
• JEPI
• MSFT
• VPL
• IWM

Nav Point Financial, Inc.

• GLDM
• JPST
• VOO
• AAPL
• CGGO
• VB
• CGCP

Wasserstein Debt Opportunities Management, L.P.

Neuberger Berman Group LLC

• MSFT
• AAPL
• NVDA
• AMZN
• JPM
• GOOG
• GOOGL

Two West Capital Advisors LLC

• DFAU
• BNDW
• DFAI
• DFAC
• SCHP
• DFAE
• IVV

Bank & Trust CO

• LLY
• OTTR
• MSFT
• ORI
• AAPL
• AEE
• ITW

Destiny Capital Securities Corporation

• SPYG
• SPYV
• SPTS
• IVV
• SPAB
• SPSM
• SHYG

Oxford Wealth Group, LLC

• XMMO
• COWZ
• BIL
• AAPL
• META
• MSFT
• MTUM

Gibson Wealth Advisors LLC

• VTI
• BND
• VOO
• VXUS
• NSC
• VB
• XOM

Clearbridge Investments, LLC

• MSFT
• NVDA
• AAPL
• AMZN
• META
• V
• UNH

Somnio Financial Group, LLC

• IVV
• VEU
• VO
• VNQ
• AGG
• IJR
• JNK

Gentry Private Wealth, LLC

• VOO
• VUG
• JQUA
• SPIB
• FTSM
• VTI
• VB

Cannon Advisors, Inc.

• QQQ
• SPY
• NVDA
• AAPL
• FLRN
• RSP
• GOOGL