Filing on Feb 14, 2025 Q4 2024
Filing on Jan 31, 2025 Q4 2024

Mraz, Amerine & Associates, Inc.

  • BRK-B
  • JEF
  • FRFHF
  • WTM
  • WRB
  • MKL
  • ESGR
Mraz, Amerine & Associates, Inc.'s Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Redwood Capital Management, LLC

  • AER
  • SATS
  • X
  • APEI
  • ATUS
  • MSC
  • MERC
Redwood Capital Management, LLC's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Beck Bode, LLC

  • NVDA
  • ETR
  • XEL
  • NFLX
  • CMS
  • EXC
  • DTE
Beck Bode, LLC's Q4 2024 Portfolio
Filing on Jan 17, 2025 Q4 2024

Erts Wealth Advisors, LLC

  • USHY
  • IEUR
  • SPYV
  • SPYG
  • SPIB
  • SPTL
  • VOE
Erts Wealth Advisors, LLC's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

Mirador Capital Partners LP

  • BSJP
  • BSJQ
  • AAPL
  • BRK-B
  • AMZN
  • GOOG
  • BX
Mirador Capital Partners LP's Q4 2024 Portfolio
Filing on Feb 18, 2025 Q4 2024

Blue Fin Capital, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOGL
  • IGSB
Blue Fin Capital, Inc.'s Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Blueprint Investment Partners LLC

  • SPTM
  • NVDA
  • IVV
  • BIL
  • AAPL
  • SHV
  • USRT
Blueprint Investment Partners LLC's Q4 2024 Portfolio
Filing on Jan 13, 2025 Q4 2024

Affinity Capital Advisors, LLC

  • VUG
  • IVV
  • IUSB
  • AAPL
  • VTV
  • ESGU
  • EMXC
Affinity Capital Advisors, LLC's Q4 2024 Portfolio
Filing on Feb 07, 2025 Q4 2024

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • DFIP
  • VTI
  • AVUS
  • AAPL
  • CVNA
Geometric Wealth Advisors's Q4 2024 Portfolio
Filing on Feb 14, 2025 Q4 2024

Peak Asset Management, LLC

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • SPGI
  • BILS
  • V
Peak Asset Management, LLC's Q4 2024 Portfolio
Filing on Jan 14, 2025 Q4 2024

San Luis Wealth Advisors LLC

  • AAPL
  • JPST
  • SCHI
  • VTEB
  • NVDA
  • IGLB
  • AMZN
San Luis Wealth Advisors LLC's Q4 2024 Portfolio
Filing on Jan 30, 2025 Q4 2024

Amarillo National Bank

  • IVV
  • IDEV
  • IVE
  • AGG
  • IVW
  • IWM
  • SPY
Amarillo National Bank's Q4 2024 Portfolio
Filing on Jan 16, 2025 Q4 2024

Sky Investment Group LLC

  • NVDA
  • MSFT
  • GOOGL
  • AXP
  • MA
  • ABT
  • PEP
Sky Investment Group LLC's Q4 2024 Portfolio
Filing on Feb 05, 2025 Q4 2024

Tufton Capital Management

  • MSFT
  • AAPL
  • GOOG
  • JPM
  • TJX
  • ADP
  • AMZN
Tufton Capital Management's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

O'Brien Wealth Partners LLC

  • ITOT
  • SPLG
  • USMC
  • DBEF
  • COWZ
  • VTI
  • SPTI
O'Brien Wealth Partners LLC's Q4 2024 Portfolio
Filing on Jan 28, 2025 Q4 2024

North Growth Management Ltd.

  • JBL
  • CIEN
  • AMAT
  • MSI
  • EAT
  • LITE
  • BKNG
North Growth Management Ltd.'s Q4 2024 Portfolio
Filing on Feb 11, 2025 Q4 2024

Fox Run Management, L.L.C.

  • XLF
  • IYR
  • FCX
  • GLW
  • DVN
  • IBM
  • NET
Fox Run Management, L.L.C.'s Q4 2024 Portfolio