Filing on May 12, 2025 Q1 2025

Y.D. More Investments LTD

  • ESLT
  • ICL
  • NVMI
  • ORA
  • NYAX
  • TSEM
  • CAMT
Y.D. More Investments LTD's Q1 2025 Portfolio
Filing on Jul 11, 2025 Q2 2025

Petredis Investment Advisors LLC

  • XLF
  • MGK
  • NVDA
  • MSFT
  • VEA
  • MGV
  • AAPL
Petredis Investment Advisors LLC's Q2 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

International Assets Investment Management, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • PLTR
  • SGOV
International Assets Investment Management, LLC's Q1 2025 Portfolio
Filing on Jul 11, 2025 Q2 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • AVUS
  • DFIC
  • DFEM
Rockwood Wealth Management, LLC's Q2 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Fj Investments, LLC

  • VOO
  • GOOGL
  • BRK-B
  • AMZN
Fj Investments, LLC's Q1 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Moss Adams Wealth Advisors LLC

  • VTI
  • JCPB
  • IJR
  • XLU
  • XLRE
  • BUG
  • XLC
Moss Adams Wealth Advisors LLC's Q2 2025 Portfolio
Filing on May 09, 2025 Q1 2025

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • AAPL
  • VEU
  • LRGF
  • MUB
Cardinal Point Capital Management, Ulc's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Nebula Research & Development LLC

  • DIS
  • LOGI
  • GWW
  • CRM
  • META
  • AVGO
  • MSFT
Nebula Research & Development LLC's Q1 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Tritonpoint Wealth, LLC

  • AAPL
  • MSFT
  • VUG
  • AMZN
  • JPM
  • GOOGL
  • GOOG
Tritonpoint Wealth, LLC's Q2 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Waterloo Capital, L.P.

  • IVV
  • RSP
  • GBIL
  • ACIO
  • WMT
  • IWD
  • SPYG
Waterloo Capital, L.P.'s Q1 2025 Portfolio
Filing on May 20, 2025 Q1 2025

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • BSCR
  • BRK-B
  • QQQ
Anchor Investment Management, LLC's Q1 2025 Portfolio
Filing on Jul 10, 2025 Q2 2025

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PFG
  • MSFT
  • IWB
  • NVDA
Trust Point Inc.'s Q2 2025 Portfolio
Filing on May 14, 2025 Q1 2025

J. Stern & Co. LLP

  • NVDA
  • AMZN
  • MA
  • META
  • GOOG
  • ETN
  • HON
J. Stern & Co. LLP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Smartleaf Asset Management LLC

  • AAPL
  • MSFT
  • NVDA
  • MGV
  • AMZN
  • META
  • CGMS
Smartleaf Asset Management LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • DFAI
  • DLN
  • VEU
  • AGO
Lri Investments, LLC's Q1 2025 Portfolio
Filing on Feb 14, 2025 Q4 2024

Ae Industrial Partners, LP

  • RDW
  • BBAI
  • CTSH
  • RDWWS
  • VSEC
Ae Industrial Partners, LP's Q4 2024 Portfolio
Filing on May 12, 2025 Q1 2025

Entropy Technologies, LP

  • EQIX
  • JNJ
  • CRM
  • MMC
  • PEP
  • MELI
  • DIS
Entropy Technologies, LP's Q1 2025 Portfolio