Filing on Apr 25, 2025 Q1 2025

Ameritas Advisory Services, LLC

  • IHDG
  • QQQ
  • SPYG
  • QUAL
  • SCHD
  • JAAA
  • FDRR
Ameritas Advisory Services, LLC's Q1 2025 Portfolio
Filing on May 11, 2023 Q1 2023

Ford Financial Group, LLC

  • SPYV
  • SPYG
  • NTSX
  • SLYV
  • SPTM
  • SPY
  • VTI
Ford Financial Group, LLC's Q1 2023 Portfolio
Filing on May 12, 2025 Q1 2025

Americana Partners, LLC

  • MSFT
  • AAPL
  • EPD
  • ABBV
  • JPM
  • SPLG
  • XOM
Americana Partners, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Route One Investment Company, L.P.

  • POST
  • GWRE
  • SCHW
  • AMZN
  • UNH
  • NYT
  • GOOG
Route One Investment Company, L.P.'s Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Eagle Global Advisors LLC

  • AAPL
  • ET
  • MPLX
  • TRGP
  • WES
  • PAA
  • EPD
Eagle Global Advisors LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Imc Chicago, LLC

  • QQQ
  • IWM
  • AMD
  • TSLA
  • TLT
  • PDD
  • SLV
Imc Chicago, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Cadian Capital Management, LP

  • ESTC
  • GH
  • BRZE
  • CRTO
  • ROKU
  • PCOR
  • NTNX
Cadian Capital Management, LP's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Geo Wealth Management, LLC

  • IUSB
  • DFAC
  • VOO
  • VV
  • VTI
  • SPDW
  • VTEB
Geo Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Mirabella Financial Services LLP

  • ADSE
  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • GOOGL
  • V
Mirabella Financial Services LLP's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Sandy Spring Bank

  • IJH
  • IVV
  • AAPL
  • NVDA
  • MSFT
  • IJR
  • SPY
Sandy Spring Bank's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund

  • MSFT
  • AMZN
  • META
  • GOOGL
  • AAPL
  • V
  • MA
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund's Q1 2025 Portfolio
Filing on Nov 10, 2022 Q3 2022

Strategic Wealth Advisors Group, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • SPLG
  • SPYV
  • AMZN
Strategic Wealth Advisors Group, LLC's Q3 2022 Portfolio
Filing on Apr 28, 2025 Q1 2025

Klingenstein Fields & CO LP

  • BRK-B
  • AVGO
  • MSFT
  • AAPL
  • LLY
  • PANW
  • AMZN
Klingenstein Fields & CO LP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Guardian Capital LP

  • BMO
  • RY
  • AEM
  • OTEX
  • CNQ
  • QSR
  • SU
Guardian Capital LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Castle Knight Management LP

  • SPY
  • QQQ
  • IWM
  • SPY
  • IWM
  • VRT
  • NVDA
Castle Knight Management LP's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Fund Evaluation Group, LLC

  • IVV
  • GOVT
  • SCHG
  • SCHX
  • IXUS
  • VOO
  • SCHF
Fund Evaluation Group, LLC's Q1 2025 Portfolio
Filing on Nov 14, 2023 Q3 2023

Tiedemann Advisors, LLC

  • EFA
  • IJH
  • SPMD
  • ITOT
  • STIP
  • XOM
  • EMLP
Tiedemann Advisors, LLC's Q3 2023 Portfolio
Filing on May 15, 2025 Q1 2025

Lighthouse Investment Partners, LLC

  • SPY
  • IWM
  • GS
  • WMT
  • AON
  • AMZN
  • ESS
Lighthouse Investment Partners, LLC's Q1 2025 Portfolio