Filing on Apr 29, 2025 Q1 2025

Stage Harbor Financial, LLC

  • MUB
  • VUG
  • IWF
  • EFV
  • VTEB
  • ACWX
  • VB
Stage Harbor Financial, LLC's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Keystone Financial Services, LLC

  • VOOG
  • PVAL
  • SPLG
  • PSFF
  • FLQM
  • JPSE
  • IVV
Keystone Financial Services, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

1858 Wealth Management, LLC

  • AAPL
  • MSFT
  • CME
  • NVDA
  • META
  • AME
  • AMZN
1858 Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 20, 2025 Q1 2025

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • QUAL
  • VNLA
  • JEPQ
  • JAAA
  • JMBS
Blue Rock Wealth Management LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Axecap Investments, LLC

  • TMUS
  • MSI
  • FTNT
  • AVGO
  • ABBV
  • TRGP
  • NOW
Axecap Investments, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

University Of Wisconsin Foundation

  • SE
  • MDGL
  • NU
  • AKRO
  • ETNB
  • IVV
  • SRPT
University Of Wisconsin Foundation's Q1 2025 Portfolio
Filing on Apr 07, 2025 Q1 2025

Partnership Wealth Management, LLC

  • LLY
  • IJH
  • IJR
  • SPYV
  • SPDW
  • RSP
  • IWF
Partnership Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Monimus Capital Management, LP

  • DLTR
  • PLNT
  • FIVE
  • SPB
  • PBPB
  • MSGS
  • RSKD
Monimus Capital Management, LP's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Muirfield Wealth Advisors LLC

  • RSP
  • VGSH
  • BRK-B
  • SCHX
  • VIG
  • IJR
  • IJH
Muirfield Wealth Advisors LLC's Q1 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Ridgeline Wealth, LLC

  • AVUS
  • SPLG
  • DFIC
  • DFUS
  • SGOV
  • OEF
  • JAAA
Ridgeline Wealth, LLC's Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Collier Financial

  • SPYG
  • SPTI
  • SPMB
  • SPDW
  • SPYV
  • SPIB
  • SPSM
Collier Financial's Q1 2025 Portfolio
Filing on Apr 10, 2025 Q1 2025

Fsa Investment Group, LLC

  • SCHX
  • VBK
  • VIOV
  • SCHP
  • AGG
  • VTI
  • VTHR
Fsa Investment Group, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Processus Wealth & Capital Management, LLC

  • NVDA
  • AAPL
  • IWY
  • AMZN
  • IWS
  • MA
  • JPM
Processus Wealth & Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Davies Financial Advisors, Inc.

  • QQQ
  • SFLR
  • SPY
  • AAPL
  • IAU
  • MSFT
  • HYG
Davies Financial Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 10, 2025 Q1 2025

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • FLQM
  • SCHK
  • MCBS
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Goodlander Investment Management, LLC

  • MTZ
  • AGX
  • AR
  • CHK
  • NRG
  • DAR
  • ETR
Goodlander Investment Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Aegis Financial Corp

  • HNRG
  • EQX
  • NGS
  • PDS
  • TDW
  • ASTL
  • BSET
Aegis Financial Corp's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025