Filing on Aug 09, 2024 Q1 2024

Grey Street Capital, LLC

  • LLY
  • NVDA
  • ACN
  • MSFT
  • AAPL
  • VRTX
  • META
Grey Street Capital, LLC's Q1 2024 Portfolio
Filing on Aug 06, 2025 Q2 2025

Zega Investments, LLC

  • SPY
  • SPY
  • AAPL
  • SPY
  • HYBL
  • AAPL
  • AMZN
Zega Investments, LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q3 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Parr Mcknight Wealth Management Group, LLC

  • IVV
  • MSFT
  • AAPL
  • BND
  • IUSB
  • JPM
  • IEFA
Parr Mcknight Wealth Management Group, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Talon Private Wealth, LLC

  • BKAG
  • DRSK
  • JAAA
  • VGSH
  • UDEC
  • UFEB
  • UJAN
Talon Private Wealth, LLC's Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Arista Wealth Management, LLC

  • DFAU
  • VOOG
  • DFSV
  • VCIT
  • DFAI
  • VGSH
  • VGIT
Arista Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Consolidated Portfolio Review Corp

  • AAPL
  • MSFT
  • BIV
  • MSTR
  • VUG
  • IWF
  • VTV
Consolidated Portfolio Review Corp's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Madrone Advisors, LLC

  • STNE
  • VT
  • PACB
  • OPRT
Madrone Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 04, 2025 Q2 2025

Premier Path Wealth Partners, LLC

  • XLK
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • XLF
  • USIG
Premier Path Wealth Partners, LLC's Q2 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • DFIV
  • CGCP
Mc Glone Suttner Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Boulay Financial Advisors, LLC

  • FNDX
  • MOAT
  • IWY
Boulay Financial Advisors, LLC's Q3 2025 Portfolio
Filing on Aug 05, 2025 Q2 2025

Strategic Financial Concepts, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPIB
  • SPDW
  • AVUS
Strategic Financial Concepts, LLC's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Alpine Bank Wealth Management

  • SPMO
  • JCPB
  • USFR
  • GDE
  • SPHQ
  • VUG
  • IVV
Alpine Bank Wealth Management's Q3 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Northern Trust Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Northern Trust Corp's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

De Lisle Partners LLP

  • BBW
  • CCJ
  • CLMB
  • UFPT
  • MUSA
  • COOP
  • STRL
De Lisle Partners LLP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Goldman Sachs Group Inc

  • NVDA
  • MSFT
  • SPY
  • AAPL
  • SPY
  • META
  • AMZN
Goldman Sachs Group Inc's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Foresight Group LTD Liability Partnership

  • ADSK
  • TRMB
  • XYL
  • ECL
  • MSA
  • STE
  • AZN
Foresight Group LTD Liability Partnership's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025