Filing on Apr 23, 2025 Q1 2025

Tyche Wealth Partners LLC

  • SPY
  • PEP
  • AAPL
  • XOM
  • VIG
  • MSFT
  • PTLC
Tyche Wealth Partners LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Sierra Summit Advisors LLC

  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • NFLX
  • META
  • TSLA
Sierra Summit Advisors LLC's Q1 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Kapitalo Investimentos Ltda

  • AMZN
  • HES
  • KWEB
  • VRT
  • TSM
  • NOC
  • LMT
Kapitalo Investimentos Ltda's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Quarry LP

  • GLD
  • DFS
  • CHX
  • HES
  • TLT
  • IPG
  • SPR
Quarry LP's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Werba Rubin Papier Wealth Management

  • AVUS
  • AVDE
  • AVUV
  • SCHQ
  • AVDV
  • AAPL
  • VUG
Werba Rubin Papier Wealth Management's Q1 2025 Portfolio
Filing on Feb 07, 2023 Q4 2022

B. Riley Securities, Inc.

  • BW
  • ALTG
  • AREN
  • DDI
  • FAZE
  • LILM
  • CHRA
B. Riley Securities, Inc.'s Q4 2022 Portfolio
Filing on Apr 30, 2025 Q1 2025

Financial Gravity Asset Management, Inc.

  • IAGG
  • HYLB
  • SHYG
  • STIP
  • EPS
  • HYDW
  • SPIB
Financial Gravity Asset Management, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Royal Bank Of Canada

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • TD
  • RY
  • IVV
Royal Bank Of Canada's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Vertex Planning Partners, LLC

  • SPLG
  • JQUA
  • USFR
  • AAPL
  • TFLO
  • SPYG
  • SPY
Vertex Planning Partners, LLC's Q1 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Southland Equity Partners LLC

  • PMAR
  • AAPL
  • BOND
  • FDL
  • PJAN
  • SCHD
  • QTEC
Southland Equity Partners LLC's Q2 2025 Portfolio
Filing on Jun 17, 2025 Q1 2025

Guinness Asset Management LTD

  • CSCO
  • AFL
Guinness Asset Management LTD's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Drucker Wealth 3.0, LLC

  • VOO
  • BND
  • VIG
  • VB
  • VYM
  • VTI
  • AAPL
Drucker Wealth 3.0, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Concord Asset Management, Llc/Va

  • SPSB
  • SHV
  • SPTI
  • SPIB
  • SPDW
  • HYBL
  • AAPL
Concord Asset Management, Llc/Va's Q1 2025 Portfolio
Filing on Jul 10, 2025 Q2 2025

Clare Market Investments LLC

  • AMZN
  • AAPL
  • MSFT
  • META
  • NFLX
  • GOOG
  • GOOGL
Clare Market Investments LLC's Q2 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Carrera Capital Advisors

  • XHLF
  • BIL
  • ZROZ
  • USMV
  • SLV
  • FTGC
  • VEA
Carrera Capital Advisors's Q1 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Net Worth Advisory Group

  • VGIT
  • BNDX
  • VCIT
  • TIP
  • LQD
  • IEF
  • SHY
Net Worth Advisory Group's Q2 2025 Portfolio
Filing on Jul 18, 2025 Q2 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHF
  • SCHO
  • SCHZ
  • SCHA
  • DFCF
  • ITOT
Tru North Capital Management, LLC's Q2 2025 Portfolio
Filing on Feb 13, 2023 Q4 2022

Financial Partners Capital Management LLC

  • PM
  • MSFT
  • PG
  • JPM
  • GS
  • MDY
  • CVX
Financial Partners Capital Management LLC's Q4 2022 Portfolio