Filing on Apr 30, 2025 Q1 2025

Poinciana Advisors Group, LLC

  • AVUV
  • DFAC
  • VGIT
  • AVDV
  • VTIP
  • BFA
  • DFIV
Poinciana Advisors Group, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Wall Street Financial Group, Inc.

  • VGT
  • QQQM
  • IVV
  • VFH
  • VHT
  • VCR
  • XLC
Wall Street Financial Group, Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Conquis Financial LLC

  • VOO
  • BIV
  • DFAX
  • SCHF
  • DFAC
  • IJR
  • VIG
Conquis Financial LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Lionshead Wealth Management, LLC

  • AAPL
  • DFAT
  • BIV
  • DFAI
  • SPHQ
  • EZM
  • VOT
Lionshead Wealth Management, LLC's Q1 2025 Portfolio
Filing on Jul 03, 2025 Q2 2025

Jb Global.Com LLC

  • VCSH
  • IGSB
  • SCHV
  • VBR
  • DXJ
  • VCIT
  • AAPL
Jb Global.Com LLC's Q2 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Tabr Capital Management, LLC

  • IBDR
  • IBDS
  • OEF
  • IVW
  • QQQ
  • IWL
  • PULS
Tabr Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Bolthouse Investments, LLC

  • TCBK
  • SPY
  • EFA
  • AAPL
  • PRIM
  • MSFT
  • JPST
Bolthouse Investments, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Multicoin Capital Management, LLC

  • GBTC
Multicoin Capital Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Canada Pension Plan Investment Board

  • AAPL
  • MSFT
  • NVDA
  • MA
  • AMZN
  • UNH
  • TMUS
Canada Pension Plan Investment Board's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Figure 8 Investment Strategies LLC

  • AAPL
  • MSFT
  • GOOGL
  • TT
  • TSM
  • TJX
  • COST
Figure 8 Investment Strategies LLC's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Haven Global Partners, LLC

  • IBN
  • RYAAY
  • UBS
  • CNI
  • GIB
  • ITUB
  • TSM
Haven Global Partners, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Capital A Wealth Management, LLC

  • EFV
  • EFG
  • CTA
  • IEMG
  • IXUS
  • JPRE
  • AVEM
Capital A Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Gritstone Asset Management LLC

  • ARCC
  • IVCAW
Gritstone Asset Management LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Aqr Capital Management LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • JNJ
  • CME
Aqr Capital Management LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Mink Brook Asset Management LLC

  • BSVN
  • ACU
  • SYNL
  • CURN
  • ELA
  • DLHC
  • HGBL
Mink Brook Asset Management LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Ptm Wealth Management, LLC

  • FNDX
  • XLK
  • BALT
  • COWZ
  • ULST
  • IMCG
  • AAPL
Ptm Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Putney Financial Group LLC

  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • MA
  • CPRT
  • NVDA
Putney Financial Group LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Corps Capital Advisors, LLC

  • AAPL
  • OKE
  • MSFT
  • NVDA
  • ET
  • PM
  • AMZN
Corps Capital Advisors, LLC's Q1 2025 Portfolio