Filing on Jul 11, 2025 Q2 2025

Kingstone Capital Partners Texas, LLC

  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • EVT
  • META
  • JEPI
Kingstone Capital Partners Texas, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XAR
Enclave Advisors LLC's Q2 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • HON
  • JNJ
Estabrook Capital Management's Q1 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Strategic Planning Group, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • HYDB
  • GOOG
  • NFLX
Strategic Planning Group, LLC's Q2 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Breakwater Capital Group

  • JQUA
  • PRF
  • AAPL
  • RSP
  • IWF
  • IVV
  • VTV
Breakwater Capital Group's Q2 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Portside Wealth Group, LLC

  • JPST
  • AMZN
  • MSFT
  • SPYG
  • V
  • AAPL
  • SPDW
Portside Wealth Group, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • QQEW
  • IBDR
  • IBDQ
  • IBDS
Gratus Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on Jul 08, 2025 Q2 2025

Allen Mooney & Barnes Investment Advisors LLC

  • META
  • AAPL
  • GOOGL
  • MSFT
  • JPM
  • AXP
  • XOM
Allen Mooney & Barnes Investment Advisors LLC's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Capital Investment Counsel, LLC

  • BSCT
  • BSCV
  • AAPL
  • AVGO
  • FTSL
  • MSFT
  • HYDB
Capital Investment Counsel, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Glen Eagle Advisors, LLC

  • DGRW
  • RSP
  • SPY
  • BKAG
  • BUFT
  • MSFT
  • NVDA
Glen Eagle Advisors, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • IVV
  • QQQ
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

De Lisle Partners LLP

  • BBW
  • CLMB
  • MUSA
  • CCJ
  • UFPT
  • HWKN
  • BLDR
De Lisle Partners LLP's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Al Mehwar Commercial Investments LLC

  • VIST
Al Mehwar Commercial Investments LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Madrone Advisors, LLC

  • STNE
  • VT
  • PACB
  • ILMN
  • OPRT
Madrone Advisors, LLC's Q1 2025 Portfolio
Filing on Jun 26, 2025 Q1 2025

Goldman Sachs Group Inc

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • META
Goldman Sachs Group Inc's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • BNDX
  • BSV
  • VB
Clark Asset Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2024 Q1 2024

Steward Partners Investment Solutions, LLC

  • MSFT
  • AAPL
  • VOO
  • ONEQ
  • NVDA
  • AMZN
  • DXJ
Steward Partners Investment Solutions, LLC's Q1 2024 Portfolio
Filing on May 12, 2025 Q1 2025

Capital World Investors

  • AVGO
  • MSFT
  • META
  • PM
  • LLY
  • NVDA
  • VRTX
Capital World Investors's Q1 2025 Portfolio