Filing on Nov 12, 2025 Q3 2025

Fiduciary Group LLC

  • AAPL
  • VOO
  • MSFT
  • GOOG
  • AGG
  • SHY
  • JPM
Fiduciary Group LLC's Q3 2025 Portfolio
Filing on Jan 13, 2026 Q4 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GOOGL
  • GS
  • LLY
  • GOOG
  • AMZN
J. L. Bainbridge & Co., Inc.'s Q4 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

N.E.W. Advisory Services LLC

  • VTI
  • SPYV
  • SPLG
  • IAGG
  • JPST
  • SPAB
  • DFAX
N.E.W. Advisory Services LLC's Q3 2025 Portfolio
Filing on Oct 25, 2022 Q3 2022

Hightower 6 M Holding, LLC

  • SIXH
  • SIXA
  • SIXL
  • SIXS
  • JPST
  • SXQG
  • ITOT
Hightower 6 M Holding, LLC's Q3 2022 Portfolio
Filing on Nov 17, 2025 Q3 2025

American Trust

  • VOO
  • BIV
  • DGRO
  • IJH
  • VB
  • VUG
  • VO
American Trust's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Wealthquest Corp

  • VV
  • IEFA
  • SPTM
  • BALT
  • VONG
  • IJH
  • AFG
Wealthquest Corp's Q3 2025 Portfolio
Filing on Oct 07, 2025 Q3 2025

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • FNDF
  • SPY
  • MSFT
  • MDYV
  • AAPL
Canandaigua National Bank & Trust CO's Q3 2025 Portfolio
Filing on Feb 09, 2024 Q4 2023

Connolly Sarah T.

  • MSFT
  • NEE
  • PG
  • ABT
Connolly Sarah T.'s Q4 2023 Portfolio
Filing on Nov 07, 2025 Q3 2025

Hodges Capital Management Inc.

  • WULF
  • NVDA
  • UBER
  • TPL
  • CLF
  • MSFT
  • EXP
Hodges Capital Management Inc.'s Q3 2025 Portfolio
Filing on Oct 24, 2025 Q3 2025

Godsey & Gibb Associates

  • AVGO
  • ORCL
  • AAPL
  • GLW
  • MSFT
  • RTX
  • IBM
Godsey & Gibb Associates's Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Hengehold Capital Management LLC

  • SCHB
  • PG
  • SPY
  • MGK
  • CWI
  • QUAL
  • BSCV
Hengehold Capital Management LLC's Q4 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Fishman Jay A LTD

  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • BX
  • META
  • NVDA
Fishman Jay A LTD's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Ethos Financial Group, LLC

  • SCHB
  • VOO
  • MOOD
  • SGOL
  • SCHX
  • VT
  • SCHG
Ethos Financial Group, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Clough Capital Partners L P

  • AMZN
  • META
  • GOOG
  • GD
  • CCL
  • DHI
  • NVDA
Clough Capital Partners L P's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Politan Capital Management LP

  • MASI
  • CNC
  • AZTA
  • IWM
  • VTWO
  • CSGP
  • PFGC
Politan Capital Management LP's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Parkwood LLC

  • VTI
  • VWO
  • XBI
  • AXON
  • META
  • TLT
  • AAP
Parkwood LLC's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Salomon & Ludwin, LLC

  • IVW
  • SUB
  • XLK
  • JMST
  • VOO
  • BIL
  • IVE
Salomon & Ludwin, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Strategic Wealth Investment Group, LLC

  • SPTI
  • VCIT
  • SPTL
  • SPY
  • MSFT
  • AMZN
  • AAPL
Strategic Wealth Investment Group, LLC's Q3 2025 Portfolio