Filing on Nov 13, 2024 Q3 2024

Argent Financial Group, Inc.

  • AAPL
  • MSFT
  • VEA
  • ABBV
  • GOOG
  • SPY
  • QCOM
Argent Financial Group, Inc.'s Q3 2024 Portfolio
Filing on May 14, 2025 Q1 2025

Pale Fire Capital Se

  • GRPN
  • BTG
  • GOLD
  • DOLE
  • HL
  • CDE
  • NGD
Pale Fire Capital Se's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Greenland Capital Management LP

  • SPY
  • SPY
  • DFS
  • HES
  • SPY
  • ADP
  • SO
Greenland Capital Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Savoie Capital LLC

  • NVDA
  • AMZN
  • GOOG
  • LBRDK
  • QQQ
  • XOM
  • AMD
Savoie Capital LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Longbow Finance Sa

  • NVDA
  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • META
  • BRK-B
Longbow Finance Sa's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Spectrum Wealth Counsel, LLC

  • SPY
  • IVV
  • XLK
  • AAPL
  • RDVI
  • QUAL
  • IUSB
Spectrum Wealth Counsel, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

49 Wealth Management, LLC

  • DIVZ
  • SPLG
  • IEFA
  • VTV
  • QUAL
  • JAAA
  • IEMG
49 Wealth Management, LLC's Q1 2025 Portfolio
Filing on Jul 16, 2025 Q2 2025

Form Wealth Advisors, LLC

  • IVV
  • DYNF
  • IEFA
  • AGG
  • QQQ
  • IJH
  • DGRO
Form Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Harbour Trust & Investment Management CO

  • NVDA
  • AAPL
  • GOOG
  • COST
  • BRK-B
  • JPM
  • MA
Harbour Trust & Investment Management CO's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • VEA
  • EFG
Financial Synergies Wealth Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Strategies Wealth Advisors, LLC

  • SPDW
  • VTV
  • VUG
  • DGRO
  • QUAL
  • IEFA
  • VBK
Strategies Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Rw Investment Management LLC

  • VTI
  • DFIC
  • BSV
  • VCSH
  • DFAT
  • DFUV
  • DFEM
Rw Investment Management LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Price T Rowe Associates Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • LLY
  • V
Price T Rowe Associates Inc 's Q1 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Absolute Investment Advisers LLC

  • BIGZ
  • JQC
  • CLM
  • CRF
  • ZTR
  • AVK
  • EHI
Absolute Investment Advisers LLC's Q2 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • VUG
  • VTV
  • IDEV
Oak Root LLC's Q2 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Atlas Capital Advisors LLC

  • PG
  • VGK
  • PLMR
  • AAPL
  • XLK
  • XLF
  • SPEM
Atlas Capital Advisors LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025
Filing on Apr 16, 2025 Q1 2025

Bensler, LLC

  • MSFT
  • AAPL
  • NVDA
  • SPAB
  • JAAA
  • PAVE
  • SPHY
Bensler, LLC's Q1 2025 Portfolio