Filing on Oct 29, 2025 Q3 2025

Root Financial Partners, LLC

  • DFUS
  • DFAI
  • DFSD
  • DFCF
  • DFAE
  • DFAS
  • DFUV
Root Financial Partners, LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Smartleaf Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • MGV
  • AMZN
  • IVV
  • META
Smartleaf Asset Management LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025
Filing on Nov 10, 2025 Q3 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • VWO
Invictus Private Wealth, LLC's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

First American Bank

  • AAPL
  • AVGO
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PEP
First American Bank's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Morgan Stanley

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • SPY
  • META
Morgan Stanley's Q3 2025 Portfolio
Filing on Jul 16, 2024 Q2 2024

Bank Pictet & Cie (Asia) LTD

  • TSLA
  • TSLA
  • PDD
  • NVDA
  • AMZN
  • SPY
  • GOOG
Bank Pictet & Cie (Asia) LTD's Q2 2024 Portfolio
Filing on Nov 13, 2025 Q3 2025

Meridiem Capital Partners LP

  • AMD
  • SNOW
  • BSX
  • NFLX
  • TMUS
  • AVGO
  • BKNG
Meridiem Capital Partners LP's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Mufg Securities Americas Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mufg Securities Americas Inc.'s Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Avalon Trust CO

  • NVDA
  • MSFT
  • AVGO
  • AAPL
  • GOOG
  • AMZN
  • V
Avalon Trust CO's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Quest Partners LLC

  • IEF
  • IEI
  • SCHR
  • SPTI
  • VGIT
  • CFG
  • PNC
Quest Partners LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Point72 (Difc) LTD

  • META
  • MSFT
  • TSM
  • BSX
  • AMZN
  • EW
  • ITGR
Point72 (Difc) LTD's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • APH
  • MSFT
  • AMZN
  • PWR
Foster Dykema Cabot & Partners, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Geode Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Geode Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 26, 2025 Q3 2025

Jpmorgan Chase & CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • SPY
  • AVGO
Jpmorgan Chase & CO's Q3 2025 Portfolio
Filing on Oct 08, 2025 Q3 2025

Fiduciary Alliance LLC

  • AAPL
  • MSFT
  • SPY
  • JPM
  • NVDA
  • AMZN
  • BRK-B
Fiduciary Alliance LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Koshinski Asset Management, Inc.

  • SCHG
  • VTV
  • AAPL
  • RDVY
  • MSFT
  • NVDA
  • SPY
Koshinski Asset Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 10, 2025 Q3 2025

Diversified Enterprises, LLC

  • SCHX
  • VIG
  • OSEA
  • OSCV
  • SMH
  • IVV
  • DRSK
Diversified Enterprises, LLC's Q3 2025 Portfolio