Filing on Nov 13, 2025 Q3 2025

Tradition Wealth Management, LLC

  • SCHG
  • BUFR
  • BBUS
  • JCPB
  • AAPL
  • NVDA
  • SCHV
Tradition Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Discovery Capital Management, LLC

  • IREN
  • GDLC
  • GENI
  • JPM
  • TV
  • COF
  • GDS
Discovery Capital Management, LLC 's Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Private Advisory Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • QQQ
  • GOOG
  • META
Private Advisory Group LLC's Q4 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Cozad Asset Management Inc

  • VTI
  • AAPL
  • APP
  • NVDA
  • AVGO
  • GOOGL
  • MSFT
Cozad Asset Management Inc's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Mark Asset Management LP

  • QQQ
  • NVDA
  • META
  • GOOGL
  • AMZN
  • MSFT
  • RTX
Mark Asset Management LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Next Century Growth Investors LLC

  • ATRO
  • AORT
  • XMTR
  • ALHC
  • UTI
  • PAY
  • MYRG
Next Century Growth Investors LLC's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Xml Financial, LLC

  • SCHG
  • IWF
  • SCHV
  • DGRO
  • MSFT
  • AAPL
  • IWB
Xml Financial, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Teewinot Capital Advisers, L.L.C.

  • GOOGL
  • LLY
  • META
  • AMZN
  • NFLX
  • BABA
  • MS
Teewinot Capital Advisers, L.L.C.'s Q3 2025 Portfolio
Filing on Jan 07, 2026 Q4 2025

Value Partners Investments Inc.

  • GOOGL
  • CM
  • SLF
  • BNS
  • OTEX
  • RCI
  • BMO
Value Partners Investments Inc.'s Q4 2025 Portfolio
Filing on Nov 14, 2022 Q3 2022

Maryland Capital Management

  • AAPL
  • MSFT
  • AMZN
  • UNH
  • MA
  • IQV
  • GOOGL
Maryland Capital Management's Q3 2022 Portfolio
Filing on Nov 07, 2025 Q3 2025

Gsa Capital Partners LLP

  • ACN
  • SFM
  • MSFT
  • TSLA
  • NVDA
  • QRVO
  • EOG
Gsa Capital Partners LLP's Q3 2025 Portfolio
Filing on Oct 26, 2023 Q3 2023

Comerica Securities,Inc.

  • IVV
  • BIV
  • IWB
  • IUSB
  • EFA
  • DFAC
  • IJH
Comerica Securities,Inc.'s Q3 2023 Portfolio
Filing on Jan 02, 2026 Q4 2025

First Financial Bank Trust Division

  • IEFA
  • IWM
  • SPY
  • IVV
  • IJR
  • JIRE
  • JEPI
First Financial Bank Trust Division's Q4 2025 Portfolio
Filing on Feb 01, 2024 Q4 2023

Telemus Capital, LLC

  • IJR
  • IWF
  • IWB
  • AAPL
  • CPRT
  • MSFT
  • IWD
Telemus Capital, LLC's Q4 2023 Portfolio
Filing on Nov 03, 2025 Q3 2025

Coastal Bridge Advisors, LLC

  • AAPL
  • MSFT
  • JEPI
  • GOOG
  • NVDA
  • BGB
  • AMZN
Coastal Bridge Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Lakewood Capital Management, LP

  • ELV
  • CI
  • ARW
  • SSNC
  • KMPR
  • FAF
  • SHC
Lakewood Capital Management, LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Pine Ridge Advisers LLC

  • SPY
  • IVV
  • VO
  • QQQ
  • VEA
  • IJH
  • IJR
Pine Ridge Advisers LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Alpha Star Capital Management, LLC

  • SGOV
  • SPLG
  • SPYG
  • SPYV
  • SPDW
  • SPAB
  • XLK
Alpha Star Capital Management, LLC's Q3 2025 Portfolio