Filing on Apr 23, 2025 Q1 2025

Mill Capital Management, LLC

  • AAPL
  • BRK-A
  • MSFT
  • V
  • GOOG
  • JPM
  • XOM
Mill Capital Management, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Oak Ridge Investments LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • LLY
  • GOOG
Oak Ridge Investments LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Koss Olinger Consulting, LLC

  • SCHX
  • BOND
  • JPSE
  • USHY
  • BLV
  • SPMD
  • SPEM
Koss Olinger Consulting, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Easterly Investment Partners LLC

  • SPY
  • BAC
  • EQIX
  • DLR
  • CSCO
  • JPM
  • LNC
Easterly Investment Partners LLC's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Kmg Fiduciary Partners, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • AMZN
  • SPLG
  • JPM
Kmg Fiduciary Partners, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Morningstar Investment Management LLC

  • GOVT
  • VMBS
  • VHT
  • VDC
  • VCIT
  • VTI
  • AAPL
Morningstar Investment Management LLC's Q1 2025 Portfolio
Filing on Apr 10, 2025 Q1 2025

Charles Schwab Trust CO

  • SCHZ
  • SCHX
  • VOO
  • SCHF
  • AGG
  • FNDX
  • VEA
Charles Schwab Trust CO's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Pds Planning, Inc

  • VEA
  • IVV
  • AGG
  • VO
  • VIG
  • VWO
  • AVUV
Pds Planning, Inc's Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Nbc Securities, Inc.

  • BRK-A
  • RY
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • AVGO
Nbc Securities, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Gillson Capital LP

  • INVH
  • MA
  • AIZ
  • ICE
  • AMT
  • BR
  • FICO
Gillson Capital LP's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Nationwide Fund Advisors

  • IVV
  • IEFA
  • IEMG
  • TLT
  • IEF
  • IJR
  • GOVT
Nationwide Fund Advisors's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Browning West LP

  • TPX
  • CAE
  • GIL
Browning West LP's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Traynor Capital Management, Inc.

  • NVDA
  • AAPL
  • AMZN
  • NFLX
  • GOOGL
  • LLY
  • NVO
Traynor Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

  • SPY
  • QQQ
  • XLF
  • XLI
  • EPI
  • XLV
  • MCHI
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • ABBV
  • ABT
  • GOOGL
Philadelphia Trust CO's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Ally Invest Advisors Inc.

  • IVV
  • VEA
  • BNDX
  • IEF
  • IJH
  • VWO
  • VMBS
Ally Invest Advisors Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Board Of Trustees Of The Leland Stanford Junior University

  • SPY
  • GOOGL
  • EEM
  • EFA
  • EWJ
  • LNW
  • QS
Board Of Trustees Of The Leland Stanford Junior University's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Yhb Investment Advisors, Inc.

  • AAPL
  • MSFT
  • AMZN
  • COST
  • BRK-B
  • V
  • IJH
Yhb Investment Advisors, Inc.'s Q1 2025 Portfolio