Filing on May 13, 2025 Q1 2025

Wells Fargo & Company

  • AAPL
  • MSFT
  • IVV
  • SPY
  • ITOT
  • NVDA
  • VO
Wells Fargo & Company's Q1 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Kickstand Ventures, Llc.

  • SPLG
  • VOO
  • JCPB
  • SCHF
  • FBND
  • MGV
  • BSCP
Kickstand Ventures, Llc.'s Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Duncan Williams Asset Management, LLC

  • SPLG
  • VOO
  • JCPB
  • SCHF
  • FBND
  • MGV
  • BSCP
Duncan Williams Asset Management, LLC's Q2 2025 Portfolio
Filing on Apr 11, 2025 Q1 2025

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • VGIT
  • WINN
  • VCSH
  • SGOL
  • SCHD
Towneley Capital Management, Inc / De's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Fourth Sail Capital LP

  • CAAP
  • BAP
  • DAVA
  • ARCO
  • VALE
  • GGAL
  • BIOX
Fourth Sail Capital LP's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Morgan Stanley Institutional Investment Advisors LLC

  • ENB
  • NHC
  • CHK
Morgan Stanley Institutional Investment Advisors LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Apollon Financial, LLC

  • NVDA
  • IVV
  • AAPL
  • AMZN
  • MSFT
  • VIG
  • XLK
Apollon Financial, LLC's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

One8zero8, LLC

  • AAPL
  • BRK-B
  • FTNT
  • MSFT
  • TTEK
  • JPM
  • JNJ
One8zero8, LLC's Q1 2025 Portfolio
Filing on Apr 19, 2024 Q1 2024

American National Bank & Trust CO /Va/

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • BRK-B
  • GOOG
  • AMZN
American National Bank & Trust CO /Va/'s Q1 2024 Portfolio
Filing on May 13, 2025 Q1 2025

Inspire Trust Co, N.A.

  • EFA
  • EEM
  • MSFT
  • VSS
  • AAPL
  • CVX
  • NEE
Inspire Trust Co, N.A.'s Q1 2025 Portfolio
Filing on Nov 14, 2024 Q3 2024

Polus Capital Management LTD

  • IWM
  • SPY
  • EWJ
  • XHB
  • XRT
Polus Capital Management LTD's Q3 2024 Portfolio
Filing on May 15, 2025 Q1 2025

Crawford Fund Management, LLC

  • BA
  • UBER
  • LNG
  • SAM
  • UNH
  • UTHR
  • ROKU
Crawford Fund Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Reverence Capital Partners, L.P.

Reverence Capital Partners, L.P.'s Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Cornerstone Planning Group LLC

  • QQQ
  • VEA
  • BIV
  • FNDX
  • SMLF
  • IMCG
  • HYDB
Cornerstone Planning Group LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Taconic Capital Advisors LP

  • ITCI
  • VTOL
  • GNL
  • ENRFF
  • CBL
  • SGRY
  • ATUS
Taconic Capital Advisors LP's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Cherry Tree Wealth Management, LLC

  • SPIB
  • BND
  • SPSB
  • VTV
  • VEA
  • IVV
  • FLRN
Cherry Tree Wealth Management, LLC's Q1 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Able Financial Group, LLC

  • DFAC
  • FBND
  • RDVY
  • JMUB
  • IDEV
  • AVUV
  • IGSB
Able Financial Group, LLC's Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Fcpm Iii Services B.V.

  • NAMS
  • DYN
  • REPL
  • BCYC
  • ATXS
Fcpm Iii Services B.V.'s Q1 2025 Portfolio