Filing on Apr 28, 2025 Q1 2025

First Bank & Trust

  • VTI
  • VEA
  • AGG
  • VOO
  • VWO
  • MSFT
  • IJR
First Bank & Trust's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Lathrop Investment Management Corp

  • WMT
  • MSFT
  • AAPL
  • KMI
  • SYK
  • SONY
  • RTX
Lathrop Investment Management Corp's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Ninepoint Partners LP

  • CNQ
  • EQT
  • CHK
  • ALG
  • SPY
  • AR
  • CVE
Ninepoint Partners LP's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Probity Advisors, Inc.

  • IVE
  • IVW
  • IEFA
  • IJS
  • HYG
  • IJT
  • SPYV
Probity Advisors, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Newbrook Capital Advisors LP

  • AMZN
  • APO
  • FIS
  • TSM
  • GEO
  • RCL
  • VST
Newbrook Capital Advisors LP's Q1 2025 Portfolio
Filing on May 05, 2025 Q1 2025

Blue Bell Private Wealth Management, LLC

  • SPY
  • GAM
  • SCHX
  • ADX
  • SCHB
  • TY
  • IWM
Blue Bell Private Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Maxi Investments Cy LTD

  • QQQ
  • AMZN
  • MSFT
  • SGOV
  • NVDA
  • META
  • TCOM
Maxi Investments Cy LTD's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • AMZN
  • IGSB
  • NVDA
  • AAPL
  • GLD
Fortis Capital Management LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Oliver Luxxe Assets LLC

  • GLD
  • EPD
  • CPRT
  • YUMC
  • MMM
  • MS
  • PM
Oliver Luxxe Assets LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Kesler, Norman & Wride, LLC

  • KR
  • SPY
  • AAPL
  • MSFT
  • IBDQ
  • UNH
  • COST
Kesler, Norman & Wride, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Sensible Financial Planning & Management, Llc.

  • SCHP
  • BNDX
  • USIG
  • MBB
  • STIP
  • VTI
  • VOO
Sensible Financial Planning & Management, Llc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Palo Alto Investors LP

  • INSM
  • BMRN
  • FOLD
  • ACAD
  • UTHR
  • BIIB
  • ALNY
Palo Alto Investors LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Frg Family Wealth Advisors LLC

  • MSFT
  • VTI
  • AMZN
  • AAPL
  • SCHG
  • AVGO
  • BRK-B
Frg Family Wealth Advisors LLC's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

B & T Capital Management Dba Alpha Capital Management

  • QQQ
  • VIGI
  • SCHG
  • BIL
  • XLE
  • SCHX
  • VNQ
B & T Capital Management Dba Alpha Capital Management's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Strategic Global Advisors, LLC

  • NVDA
  • AMZN
  • GOOGL
  • WIX
  • SPOT
  • AAPL
  • MSFT
Strategic Global Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • SPLV
  • RPV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Tobias Financial Advisors, Inc.

  • SPAB
  • BSV
  • IQLT
  • QQQM
  • VUG
  • REZ
  • USFR
Tobias Financial Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 15, 2025 Q1 2025

Coerente Capital Management

  • MSFT
  • GOOGL
  • ADP
  • SAP
  • ABT
  • V
  • JNJ
Coerente Capital Management's Q1 2025 Portfolio