Largest Portfolios by Value

M3 Advisory Group, LLC

• VIG
• QQQ
• VTI
• VUG
• IVV
• AAPL
• VOO

Pine Brook Road Advisors, L.P.

Allen Wealth Management, LLC

• VTV
• FNDX
• AMLP
• VDE
• XOM
• CVX
• CSCO

Lepercq Multi Asset Fund

• SPY
• EFA
• QQQ
• ACWI
• LNDC
• SQFT
• CLAR

Lepercq De Neuflize Asset Management LLC

• SPY
• EFA
• QQQ
• ACWI
• LNDC
• SQFT
• CLAR

Syntax Research, Inc.

• IVV
• VLUE
• AAPL
• SHY
• ACWX
• IEUR
• IEF

Heritage Wealth Management, Inc. /Ca/

• SPY
• AVLV
• SCHG
• AAPL
• VGSH
• DFAC
• SCHR

Star Financial Bank

• IWF
• VTV
• IJH
• QQQ
• AAPL
• IBDR
• IBDS

Victrix Investment Advisors

• NVDA
• AAPL
• GOOGL
• AMZN
• BRK-B
• MSFT
• BAC

Berry Wealth Group, LP

• AVGO
• AAPL
• MSI
• MSFT
• ETN
• JPM
• WMT

St. Louis Financial Planners Asset Management, LLC

• BIL
• TFLO
• SPY
• BSCP
• TSLA
• NVDA
• GE

Klr Investment Advisors, LLC

• OMFL
• FTGC
• AGGY
• MSFT
• NVDA
• EMBD
• AAPL

Lionshead Wealth Management, LLC

• AAPL
• DFAT
• BIV
• EZM
• HYG
• VOT
• SPHQ

Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York

• IVV

Christian Investment Advisors, Inc.

• TPLC
• IBD
• BOND
• BIBL
• TPSC
• RWR
• TPIF

Rareview Capital LLC

• VOO
• TBIL
• VEA
• QQQ
• NZF
• NAD
• VWO

Guerra Pan Advisors, LLC

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

Jericho Financial, LLP

• AVGO
• AAPL
• NFLX
• AMZN
• TSLA
• GOOGL
• META