Largest Portfolios by Value

Bright Financial Advisors, Inc.

• AGG
• GLD
• RSP
• IVV
• IJR
• GAL
• NVDA

Income Research & Management

Cwc Advisors, Llc.

• AVGO
• VGIT
• AAPL
• CLOI
• NVDA
• TLT
• EDV

Nerd Wallet Wealth Partners, LLC

• IVV
• VEA
• DLN
• SHV
• VTI
• SHY
• VOO

Rps Advisory Solutions LLC

• AAPL
• SGOV
• BIL
• NVDA
• IYF
• IYW
• IDU

Peregrine Investment Management Inc

• SITM
• AVGO
• META
• AMZN
• MSFT
• PI
• ANGPY

Cornerstone Enterprises, LLC

• SPHY
• JEPI
• SGOV
• NVDA
• MSFT
• PLTR
• AMZN

Sutton Wealth Advisors Inc.

• SCHX
• AAPL
• VOO
• LECO
• IWB
• ABBV
• IWR

Cascade Wealth Advisors, Inc

• SPYI
• VGSH
• JEPI
• VCIT
• SHYG
• FLOT
• VIG

Rockingstone Advisors LLC

• JPST
• NVDA
• VGSH
• VTI
• XLK
• MSFT
• AAPL

Breach Inlet Capital Management, LLC

• LRN
• HGV
• BUR
• PRG
• DAKT
• MANU
• SEAS

Plotkin Financial Advisors, LLC

• VTI
• QQQ
• RDVY
• SMH
• MOAT
• VIG
• CIBR

Meritas Wealth Management, LLC

• DFUV
• DFAT
• DFUS
• AVUV
• DFIV
• AVLV
• AAPL

Fairfield University

• VOO
• VNQ
• SPDW

Dilation Capital Management LP

• BA
• NVDA
• DHI
• AFRM
• KKR
• APP
• TDG

Massachusetts Wealth Management

• XLK
• JPM
• XLI
• AAPL
• XLF
• C
• MSFT

Boston Premier Wealth LLC

• VTI
• QQQ
• IJH
• FVD
• AVLV
• IJR
• AAPL

Werlinich Asset Management, LLC

• NVDA
• JPM
• HUBB
• UNP
• MSFT
• LMT
• AMD