Largest Portfolios by Value

Long Island Wealth Management, Inc.

• VTI
• SCHB
• MOAT
• IJAN
• BALT
• CALF
• VXF

Cornerstone Enterprises, LLC

• SPHY
• JEPI
• SGOV
• MSFT
• AAPL
• AMZN
• GOOGL

Scalar Gauge Management, LLC

• BL
• CWAN
• FIVN
• SMWB
• PD
• SWI
• PGR

William B. Walkup & Associates, Inc.

• AZO
• VLO
• JPM
• HD
• WMT
• DFS
• ABBV

Chokshi & Queen Wealth Advisors, Inc

• IVV
• QQQ
• AAPL
• COST
• SPY
• NVDA
• VHT

Ausbil Investment Management LTD

• SLGN
• PNM
• EXC
• NI
• PEG
• ETR
• LNG

Swp Financial LLC

• IVV
• IUSB
• VUG
• VTV
• AAPL
• QUAL
• DYNF

Painted Porch Advisors LLC

• BRK-B
• IJR
• EFA
• SPLV
• V
• XSLV
• AAPL

Dodge & Cox

• SCHW
• JCI
• RTX
• CVS
• MET
• CHTR
• WFC

Cosner Financial Group, LLC

• IMCG
• ITOT
• USIG
• IVE
• IUSV
• IWY
• IVV

Anderson Financial Strategies, LLC

• WTV
• IWY
• IAGG
• SKOR
• CWB
• USVM
• NURE

Rockbridge Capital Management LLC

• AMT
• MKL
• ORLY
• AMZN
• BRK-B
• MSFT
• CPRT

Wormser Freres Gestion

• V
• MSFT
• AMZN
• SYK
• ACN
• ALC
• EMR

Hardin Capital Partners, LLC

• LOW
• BRK-B
• BAC
• VTI
• DUK
• VOO
• XLE

Incentive As

Midwest Capital Advisors, LLC

• SCHG
• QUAL
• DYNF
• SPEM
• IYW
• SPMB
• EMXC

Eagle Wealth Strategies LLC

• VOO
• AVUV
• DGRW
• DFEV
• FLQM
• XLV
• XOM

Bright Financial Advisors, Inc.

• AGG
• GLD
• RSP
• IVV
• IJR
• SYK
• GAL