We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2001
Peak Financial Management
Massachusetts
$729K +$68.3K +180 +11%
HVP
2002
Hudson Value Partners
Florida
$729K +$214K +563 +46%
EIA
2003
Eastover Investment Advisors
North Carolina
$728K – – –
MFP
2004
Meridian Financial Partners
Virginia
$728K -$9.49K -25 -1%
FGAM
2005
Financial Gravity Asset Management
Texas
$727K +$674K +1,776 New
AFC
2006
AFT Forsyth & Company
Florida
$725K +$36.4K +96 +6%
LC
2007
LCNB Corp
Ohio
$724K – – –
WDG
2008
Wealth Dimensions Group
Ohio
$723K +$34.9K +92 +5%
JSC
2009
Jackson Square Capital
California
$722K +$21.6K +57 +3%
FCAS
2010
First Command Advisory Services
Texas
$720K +$52.4K +138 +8%
KFI
2011
Key Financial Inc
Pennsylvania
$718K -$53.9K -142 -7%
SC
2012
Saiph Capital
New Jersey
$717K -$56.2K -148 -8%
VC
2013
Veracity Capital
Georgia
$717K +$95.7K +252 +17%
FFBTD
2014
First Financial Bank - Trust Division
Ohio
$716K -$12.9K -34 -2%
NL
2015
NVWM LLC
Pennsylvania
$715K -$429K -1,129 -39%
DAM
2016
Derbend Asset Management
Georgia
$714K -$22.4K -59 -3%
BCM
2017
BluePath Capital Management
Georgia
$713K +$268K +707 +68%
HHGA
2018
Halbert Hargrove Global Advisors
California
$713K -$204K -538 -24%
PP
2019
PFS Partners
New Jersey
$711K -$27.3K -72 -4%
BWM
2020
BigSur Wealth Management
Florida
$711K – – –
FWI
2021
Facet Wealth Inc
Maryland
$710K -$47.5K -125 -7%
LIA
2022
LS Investment Advisors
Michigan
$708K -$1.52K -4 -0.2%
CPW
2023
Catalyst Private Wealth
California
$708K +$16.7K +44 +3%
RGF
2024
Retirement Guys Formula
Ohio
$707K +$85K +224 +15%
HCM
2025
Howland Capital Management
Massachusetts
$705K -$19K -50 -3%
79 80
81
82 83