Filing on Jan 21, 2025 Q4 2024

Cushing Asset Management, LP

  • ET
  • TRGP
  • LNG
  • OKE
  • DTM
  • PAGP
  • WMB
Cushing Asset Management, LP's Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Cadence Bank

  • MUSA
  • MGC
  • AVGO
  • MSFT
  • AAPL
  • MUR
  • NVDA
Cadence Bank's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Howard Capital Management Group, LLC

  • NVDA
  • AAPL
  • SPY
  • MSFT
  • AMZN
  • GOOGL
  • COST
Howard Capital Management Group, LLC's Q4 2024 Portfolio
Filing on Jan 30, 2025 Q4 2024

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • MUB
  • BRK-B
Jfs Wealth Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 12, 2025 Q4 2024

Boston Family Office LLC

  • AAPL
  • MSFT
  • AMZN
  • V
  • GOOG
  • ANSS
  • CRM
Boston Family Office LLC's Q4 2024 Portfolio
Filing on Feb 06, 2025 Q4 2024

Hs Management Partners, LLC

  • PYPL
  • DIS
  • LULU
  • GOOG
  • META
  • KO
  • DKS
Hs Management Partners, LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • NFLX
  • PAYX
  • AMZN
  • REGN
  • ECL
Mcdonald Capital Investors Inc's Q4 2024 Portfolio
Filing on Jan 27, 2025 Q4 2024

Country Club Bank

  • VTI
  • VXUS
  • IVV
  • MSFT
  • AAPL
  • WMT
  • BRK-B
Country Club Bank 's Q4 2024 Portfolio
Filing on Jan 24, 2025 Q4 2024

Compass Capital Management, Inc

  • MSFT
  • GOOGL
  • V
  • WMT
  • MSI
  • ACN
  • ADP
Compass Capital Management, Inc's Q4 2024 Portfolio
Filing on Jan 23, 2025 Q4 2024

Baader Bank Aktiengesellschaft

  • TSLA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • NVDA
  • AAPL
Baader Bank Aktiengesellschaft's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Emerald Mutual Fund Advisers Trust

  • CRDO
  • FRPT
  • PLMR
  • GTLS
  • QTWO
  • RDNT
  • INSM
Emerald Mutual Fund Advisers Trust's Q4 2024 Portfolio
Filing on Jan 31, 2025 Q4 2024

3 Edge Asset Management, LP

  • BIL
  • IVV
  • STIP
  • GLDM
  • VIG
  • IEF
  • TIP
3 Edge Asset Management, LP's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Nichols & Pratt Advisers LLP

  • AAPL
  • ADP
  • GOOG
  • MSFT
  • MA
  • JNJ
  • PG
Nichols & Pratt Advisers LLP 's Q4 2024 Portfolio
Filing on Jan 27, 2025 Q4 2024

Oakworth Capital, Inc.

  • IWF
  • IWD
  • BND
  • IJR
  • IWR
  • VEA
  • VCSH
Oakworth Capital, Inc.'s Q4 2024 Portfolio
Filing on Feb 13, 2025 Q4 2024

Argi Investment Services, LLC

  • VOO
  • IEF
  • SCHP
  • BWX
  • GLD
  • VT
  • BCI
Argi Investment Services, LLC's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Cornerstone Wealth Management, LLC

  • AAPL
  • BBUS
  • SPMD
  • IVV
  • SPLG
  • NVDA
  • MSFT
Cornerstone Wealth Management, LLC's Q4 2024 Portfolio
Filing on Feb 10, 2025 Q4 2024

Sienna Gestion

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • HD
  • ACN
Sienna Gestion's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • SPYG
  • MSFT
  • IJJ
Courier Capital LLC's Q4 2024 Portfolio