Filing on Apr 22, 2025 Q1 2025

Onefund, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Onefund, LLC's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Post Resch Tallon Group Inc.

  • IVV
  • IWV
  • BNL
  • QQQ
  • VIG
  • BRK-B
  • COWZ
Post Resch Tallon Group Inc.'s Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Uptown Financial Advisors LLC

  • VUG
  • VO
  • IJR
  • SPYV
  • BSV
  • SPEM
  • BIV
Uptown Financial Advisors LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Crescent Sterling, Ltd.

  • SCHD
  • AAPL
  • MSFT
  • JPM
  • CVX
  • JNJ
  • ABBV
Crescent Sterling, Ltd.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Ag Asset Advisory, LLC

  • META
  • DFUS
  • DFUV
  • DFIV
  • DFAT
  • DFAS
  • MINT
Ag Asset Advisory, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Lm Asset (Im) Inc.

  • LUMN
  • VET
  • TSAT
  • AQN
  • ASTL
  • PSLV
  • STNG
Lm Asset (Im) Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Potomac Fund Management Inc /Adv

  • SECT
  • BUYW
  • GILD
  • MSFT
  • MCD
  • JPM
  • WFC
Potomac Fund Management Inc /Adv's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Lwm Advisors Inc

  • IWD
  • IWF
  • EFA
  • SHY
  • IWO
  • IWN
  • EEM
Lwm Advisors Inc's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Shepherd Wealth Management LTD Liability CO

  • NVDA
  • PLTR
  • TSLA
  • CRWD
  • AMZN
  • AAPL
  • BRK-B
Shepherd Wealth Management LTD Liability CO's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Panoramic Capital Partners, LLC

  • IVV
  • OEF
  • SGOV
  • IJR
  • IJH
  • MSFT
  • AAPL
Panoramic Capital Partners, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Scratch Capital LLC

  • DFAC
  • VGSH
  • DFIC
  • DFAT
  • DFIP
  • DUHP
  • VTI
Scratch Capital LLC's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Bingham Private Wealth, LLC

  • MSFT
  • BIL
  • AMZN
  • AAPL
  • SPY
  • NVDA
  • AVGO
Bingham Private Wealth, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Accel Leaders 4 Associates L.P.

Accel Leaders 4 Associates L.P.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Safe Harbor Fiduciary, LLC

  • SPY
  • QQQ
  • AAPL
  • OKE
  • ADME
  • PFF
  • BND
Safe Harbor Fiduciary, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Fil LTD

  • MSFT
  • TD
  • RY
  • AMZN
  • AEM
  • AAPL
  • GOOGL
Fil LTD's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Wilmar Advisors LLC

  • QQQ
  • AAPL
  • SPY
  • META
  • MDY
  • AMZN
  • GOOGL
Wilmar Advisors LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Rolek Wealth Management LLC

  • VUG
  • VOO
  • VTI
  • VGT
  • ITOT
  • MSFT
  • MGK
Rolek Wealth Management LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Qsv Equity Investors LLC

  • DORM
  • EXLS
  • OZK
  • BRC
  • GBCI
  • PRI
  • CPRX
Qsv Equity Investors LLC's Q1 2025 Portfolio