Filing on May 01, 2025 Q1 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • GINN
  • SPSM
Hughes Financial Services, LLC's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Convergence Financial, LLC

  • BIL
  • SPYG
  • SPAB
  • FLCB
  • SPYV
  • MDYV
  • JAVA
Convergence Financial, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Ken Griffin

Citadel Advisors LLC
  • SPY
  • SPY
  • QQQ
  • QQQ
  • TSLA
  • TSLA
  • NVDA
Ken Griffin's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • DBEF
  • IVV
  • IWB
  • IEF
  • HEFA
Schoolcraft Capital LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Beverly Hills Private Wealth, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • AMZN
  • VGIT
  • PM
Beverly Hills Private Wealth, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Moment Partners, LLC

  • RSP
  • SPY
  • QQQ
  • XLK
  • DVY
  • IJK
  • SHY
Moment Partners, LLC's Q1 2025 Portfolio
Filing on Jul 16, 2025 Q2 2025

Pacific Sage Partners, LLC

  • MSFT
  • SCHR
  • SCHF
  • VGSH
  • IWD
  • VTIP
  • SSUS
Pacific Sage Partners, LLC's Q2 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Invesco Ltd.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Invesco Ltd.'s Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Noesis Capital Mangement Corp

  • JPM
  • GOOG
  • AXP
  • SYK
  • APH
  • TSM
  • V
Noesis Capital Mangement Corp's Q1 2025 Portfolio
Filing on Jul 18, 2025 Q2 2025

Community Financial Services Group, LLC

  • MSFT
  • IEF
  • AAPL
  • AVGO
  • XOM
  • NVDA
  • QUAL
Community Financial Services Group, LLC's Q2 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Wellington Management Group LLP

  • MSFT
  • AAPL
  • NVDA
  • UNH
  • AMZN
  • LLY
  • AVGO
Wellington Management Group LLP's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • VTI
  • ONEQ
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Austin Wealth Management, LLC

  • DFAU
  • DFAC
  • DFNM
  • MFUS
  • SPYC
  • DFIC
  • BIL
Austin Wealth Management, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

First Turn Management, LLC

  • INSM
  • VRNA
  • ARGX
  • NUVL
  • XENE
  • BBIO
  • MIRM
First Turn Management, LLC's Q1 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Triad Wealth Partners, LLC

  • JCPB
  • IVW
  • QUAL
  • FBND
  • IVE
  • DYNF
  • EFV
Triad Wealth Partners, LLC's Q2 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Summit Wealth Partners, LLC

  • BRO
  • QUAL
  • AGG
  • IWF
  • USMV
  • QQQ
  • JPST
Summit Wealth Partners, LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Topsail Wealth Management, LLC

  • VTI
  • VTEB
  • CINF
  • VXUS
  • VOO
  • VEU
  • VEA
Topsail Wealth Management, LLC's Q1 2025 Portfolio