Filing on May 02, 2025 Q1 2025

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BUFQ
  • SCHD
  • DIA
  • IVV
  • NVDA
Creekmur Asset Management LLC's Q1 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

High Ground Investment Management LLP

  • ACGL
  • HUM
  • ELV
  • REVG
  • HCC
  • TMUS
High Ground Investment Management LLP's Q2 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Brass Tax Wealth Management, Inc

  • VOO
  • VB
  • DBEF
  • VTI
  • SCHG
  • BND
  • PSMO
Brass Tax Wealth Management, Inc's Q1 2025 Portfolio
Filing on Feb 27, 2023 Q4 2022

Gallagher Benefit Services, Inc.

  • AGG
  • VBR
  • IUSV
  • VIOV
  • SHYG
  • IEFA
  • DGRO
Gallagher Benefit Services, Inc.'s Q4 2022 Portfolio
Filing on May 02, 2025 Q1 2025

Burling Wealth Partners, LLC

  • AAPL
  • MSFT
  • AMZN
  • VO
  • JPM
  • BX
  • IJR
Burling Wealth Partners, LLC's Q1 2025 Portfolio
Filing on Jul 11, 2025 Q2 2025

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • JAVA
  • AVUV
  • JEPI
  • JGRO
  • MSFT
Orrstown Financial Services Inc's Q2 2025 Portfolio
Filing on Oct 10, 2024 Q3 2024
Filing on May 15, 2025 Q1 2025

Oak Hill Advisors LP

  • VAL
  • XPRO
  • SABR
  • JQC
  • HYT
  • IHRT
  • DSU
Oak Hill Advisors LP's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SCHO
  • SGOV
  • VTI
  • SCHR
Altiora Financial Group, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Bearing Point Capital, LLC

  • AAPL
  • NVDA
  • MSFT
  • V
  • JPM
  • AMZN
  • PANW
Bearing Point Capital, LLC's Q1 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

West Paces Advisors Inc.

  • VOO
  • IJH
  • VIG
  • TDTT
  • AVEM
  • IEF
  • IJR
West Paces Advisors Inc.'s Q2 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Milestone Asset Management, LLC

  • LQDH
  • FLTR
  • BUFR
  • BSJP
  • FLRN
  • PULS
  • SPY
Milestone Asset Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Laffer Tengler Investments

  • AVGO
  • MSFT
  • GS
  • WMT
  • AXP
  • ABBV
  • JPM
Laffer Tengler Investments's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Westside Investment Management, Inc.

  • VYM
  • AAPL
  • VTI
  • QQQ
  • AMZN
  • MSFT
  • UBER
Westside Investment Management, Inc.'s Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Impact Partnership Wealth, LLC

  • BIL
  • QQQ
  • VGK
  • SPMD
  • SGOV
  • VTV
  • SPTS
Impact Partnership Wealth, LLC's Q1 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Foguth Wealth Management, Llc.

  • QYLD
  • SPY
  • DIVB
  • QQQM
  • MOAT
  • AGG
  • KNG
Foguth Wealth Management, Llc.'s Q2 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Call To Action Foundation

  • VOO
Call To Action Foundation's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Anchor @ 65 Pte. Ltd.

  • AVPT
  • TUYA
Anchor @ 65 Pte. Ltd.'s Q1 2025 Portfolio