Filing on Apr 10, 2025 Q1 2025

Naples Global Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • AVGO
  • VOO
  • SCHF
  • TSM
Naples Global Advisors, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Cardiff Park Advisors, LLC

  • DFAC
  • VTI
  • META
  • DFAX
  • DFUV
  • SPY
  • AAPL
Cardiff Park Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Silver Oak Securities, Inc

  • FTCS
  • CDC
  • AAPL
  • TSLA
  • CGDV
  • VTI
  • JAAA
Silver Oak Securities, Inc's Q1 2025 Portfolio
Filing on Apr 01, 2025 Q1 2025

First Financial Bank Trust Division

  • IEFA
  • SPY
  • IWM
  • IVV
  • PG
  • IJR
  • JIRE
First Financial Bank Trust Division's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Commodore Capital LP

  • MRUS
  • NUVL
  • XENE
  • ALKS
  • AGIO
  • PCVX
  • VERA
Commodore Capital LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Valiant Capital Management, L.P.

  • GLD
  • SPY
  • IWM
  • TSM
  • AGX
  • HDB
  • ABR
Valiant Capital Management, L.P.'s Q1 2025 Portfolio
Filing on May 16, 2025 Q1 2025

Yiheng Capital Management, L.P.

  • JD
  • BILI
  • NOAH
  • BILI
  • AKRO
  • EDU
  • HTHT
Yiheng Capital Management, L.P.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Brandywine Oak Private Wealth LLC

  • SCHF
  • VTV
  • VUG
  • VGIT
  • VCIT
  • VCSH
  • SCHO
Brandywine Oak Private Wealth LLC's Q1 2025 Portfolio
Filing on Feb 14, 2023 Q4 2022

Laurel Wealth Advisors, Inc.

  • AAPL
  • MSFT
  • SPY
  • UCON
  • JEPI
  • SHYG
  • AMZN
Laurel Wealth Advisors, Inc.'s Q4 2022 Portfolio
Filing on Apr 24, 2025 Q1 2025

Sunbelt Securities, Inc.

  • XOM
  • NVDA
  • MSFT
  • AAPL
  • IAU
  • AMZN
  • IVW
Sunbelt Securities, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Lombard Odier Asset Management (Europe) LTD

  • AMZN
  • CDNS
  • NEE
  • XYL
  • TREX
  • WPM
  • CCK
Lombard Odier Asset Management (Europe) LTD's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Concentric Capital Strategies, LP

  • SPY
  • ASHR
  • QUAL
  • RSP
  • FAST
  • DHR
  • RSG
Concentric Capital Strategies, LP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Next Century Growth Investors LLC

  • PAY
  • ALHC
  • ATRO
  • PAR
  • GDYN
  • UTI
  • VCEL
Next Century Growth Investors LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Landscape Capital Management, L.L.C.

  • MNST
  • FOX
  • KIO
  • TPX
  • EAT
  • CUBE
  • ALGN
Landscape Capital Management, L.L.C.'s Q1 2025 Portfolio
Filing on Jan 25, 2024 Q4 2023

Bridgeworth, LLC

  • DFAC
  • SPYG
  • SPLG
  • SPMD
  • DFIC
  • SPSM
  • BNDX
Bridgeworth, LLC's Q4 2023 Portfolio
Filing on May 02, 2025 Q1 2025

First Business Financial Services, Inc.

  • VTI
  • IEFA
  • IWF
  • IJR
  • DGRO
  • IWD
  • IJH
First Business Financial Services, Inc.'s Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Callahan Advisors, LLC

  • META
  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • BRK-B
  • CB
Callahan Advisors, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025