Filing on Feb 11, 2025 Q4 2024

Boundary Creek Advisors LP

  • HYG
  • SPY
  • IWM
  • XLI
  • MPW
  • GL
  • KNX
Boundary Creek Advisors LP's Q4 2024 Portfolio
Filing on Jan 12, 2024 Q4 2023

Wealthsource Partners, LLC

  • SCHX
  • SPAB
  • QUAL
  • ESGU
  • EFV
  • EFG
  • EMXC
Wealthsource Partners, LLC's Q4 2023 Portfolio
Filing on Feb 10, 2025 Q4 2024

South State Corp

  • MSFT
  • AAPL
  • AVGO
  • BRK-B
  • V
  • PHYS
  • AMZN
South State Corp's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Bloomberg Sen Inc.

  • CI
  • PGR
  • GOOG
  • AON
  • PNFP
  • DHI
  • CIGI
Bloomberg Sen Inc.'s Q4 2024 Portfolio
Filing on Feb 24, 2025 Q4 2024

Garde Capital, Inc.

  • VUG
  • VTV
  • VV
  • VTI
  • VGK
  • MSFT
  • VPL
Garde Capital, Inc.'s Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Adelante Capital Management LLC

  • PLD
  • WELL
  • EQIX
  • SPG
  • DLR
  • AVB
  • PSA
Adelante Capital Management LLC's Q4 2024 Portfolio
Filing on Aug 09, 2024 Q2 2024

Arvest Trust CO N A

  • MDY
  • EFA
  • IVV
  • IWM
  • TPYP
  • IVW
  • VEA
Arvest Trust CO N A's Q2 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Geller Advisors LLC

  • VOO
  • DBEF
  • SPY
  • IWD
  • IWM
  • AGG
  • PRF
Geller Advisors LLC's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Belpointe Asset Management LLC

  • AAPL
  • SPY
  • QQQ
  • NVDA
  • BMI
  • MSFT
  • AMZN
Belpointe Asset Management LLC's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Bar Harbor Wealth Management

  • XLK
  • AAPL
  • IVV
  • LLY
  • AGG
  • MSFT
  • JNJ
Bar Harbor Wealth Management's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Insight Holdings Group, LLC

  • UDMY
  • S
  • REAX
  • NCNO
  • ETWO
  • MSFT
  • AMZN
Insight Holdings Group, LLC's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Janney Capital Management LLC

  • IEFA
  • AVGO
  • MSFT
  • XLK
  • XLC
  • TSM
  • TOTL
Janney Capital Management LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Ubs Oconnor LLC

  • HYG
  • AAL
  • SPR
  • SPY
  • LYV
  • ARCH
  • NVDA
Ubs Oconnor LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Pacific Heights Asset Management LLC

  • TPL
  • META
  • SPG
  • FCX
  • LMT
  • OVV
  • MS
Pacific Heights Asset Management LLC's Q4 2024 Portfolio
Filing on Jan 10, 2025 Q4 2024

Franklin Street Advisors Inc

  • AAPL
  • NVDA
  • MSFT
  • GOOG
  • AMZN
  • META
  • LULU
Franklin Street Advisors Inc 's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Two Creeks Capital Management, LP

  • V
  • FND
  • LOW
  • PLNT
  • CMG
  • ADBE
  • ABNB
Two Creeks Capital Management, LP's Q4 2024 Portfolio
Filing on Jan 08, 2025 Q4 2024

Legacy Private Trust Co.

  • IVV
  • VTI
  • SPTM
  • VXF
  • VEA
  • AAPL
  • NVDA
Legacy Private Trust Co.'s Q4 2024 Portfolio
Filing on Jan 22, 2025 Q4 2024

Apexium Financial, LP

  • SPY
  • IVV
  • QQQ
  • AAPL
  • MOAT
  • QUAL
  • SCHD
Apexium Financial, LP's Q4 2024 Portfolio