Largest Portfolios by Value

Cvc Capital Partners Vi LTD

• WOOF
• ADV

Guardian Partners Inc.

• RY
• TD
• BMO
• ENB
• BNS
• MSFT
• CNI

Rockwood Wealth Management, LLC

• DFAC
• AVDE
• MEAR
• SPSB
• DFEM
• DFIC
• AVUS

Smartleaf Asset Management LLC

• AAPL
• MSFT
• NVDA
• MGV
• AMZN
• META
• GOOGL

Entropy Technologies, LP

• PFE
• DHR
• NVDA
• ADBE
• OXY
• BAC
• KLAC

Generali Investments Cee, Investicni Spolecnost, A.S.

• SPY
• RSP
• MSFT
• IVV
• AAPL
• AMZN
• NVDA

Insigneo Advisory Services, LLC

• AAPL
• SPY
• AMZN
• BRK-B
• MSFT
• NVDA
• TT

Benchstone Capital Management LP

• AMZN
• DIS
• T
• NCLH
• LBRDK
• AMT
• MCO

Pacific Life Fund Advisors LLC

• VTV
• VOT
• VOE
• IWN
• AVIG
• AVDE
• VONG

Btg Pactual Asset Management Us LLC

• SPY
• IWF
• GOOG
• SPY
• BRK-B
• MGV
• WDC

Four Thought Financial Partners, LLC

• MSFT
• AVGO
• AAPL
• VONV
• NVDA
• NEE
• AMT

Wellesley Asset Management

Wellspring Financial Advisors, LLC

• IVV
• SGOV
• VYM
• VTI
• IEFA
• AAAU
• IWF

Petredis Investment Advisors LLC

• XLF
• MGK
• MSFT
• AAPL
• MGV
• NVDA
• VEA

Knollwood Investment Advisory, LLC

• NVDA
• AMZN
• MSFT
• AAPL
• META
• GOOG
• NOW

Moss Adams Wealth Advisors LLC

• VTI
• JCPB
• IJR
• XLU
• XLRE
• BUG
• XLC

Waterloo Capital, L.P.

• IVV
• WMT
• SPYG
• RSP
• ACIO
• IWD
• QQQM

Retirement Investment Advisors, Inc.

• VUG
• VTV
• IEFA
• BIV
• VBR
• IEMG
• BNDX