Filing on May 12, 2025 Q1 2025

Gardner Lewis Asset Management L P

  • NVDA
  • ITCI
  • FBMS
  • MA
  • BECN
  • AAPL
  • AMZN
Gardner Lewis Asset Management L P's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Grace & White Inc

  • UNM
  • AIT
  • WSO
  • INGR
  • RE
  • NUE
  • SIG
Grace & White Inc 's Q1 2025 Portfolio
Filing on Apr 09, 2025 Q1 2025

Parkside Advisors LLC

  • IWB
  • IWM
  • IEF
  • EFA
  • AGG
  • VMBS
  • QQQM
Parkside Advisors LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Vr Adviser, LLC

  • OCUL
  • KALV
  • VRDN
  • PHVS
  • COGT
  • DYN
  • ERAS
Vr Adviser, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Pettinga Financial Advisors, LLC

  • IVV
  • QUAL
  • IVW
  • LRGF
  • IVE
  • GLD
  • PRF
Pettinga Financial Advisors, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Drive Wealth Management, LLC

  • IVV
  • VEA
  • BRK-A
  • AAPL
  • VWO
  • BBUS
  • VO
Drive Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • PHYS
  • DGRO
  • DVY
  • DFAI
Schwarz Dygos Wheeler Investment Advisors LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

High Falls Advisors, Inc

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
High Falls Advisors, Inc's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Spinnaker Investment Group, LLC

  • DFAU
  • SCHD
  • DGRW
  • DFAI
  • BRK-A
  • MSFT
  • STOT
Spinnaker Investment Group, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Calton & Associates, Inc.

  • QQQ
  • AAPL
  • SPY
  • COWZ
  • USFR
  • SPLG
  • VRIG
Calton & Associates, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025
Filing on Apr 14, 2025 Q1 2025

Greenspring Advisors, LLC

  • DFAC
  • DFAX
  • AGG
  • DFIC
  • AVUS
  • DFEM
  • AAPL
Greenspring Advisors, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Element Pointe Advisors, LLC

  • IVV
  • SHY
  • SPY
  • JEPI
  • XLV
  • VOO
  • QUAL
Element Pointe Advisors, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Icon Advisers Inc

  • LPLA
  • DNOW
  • NFG
  • KALU
  • ZTO
  • HMN
  • MA
Icon Advisers Inc's Q1 2025 Portfolio
Filing on Jan 08, 2024 Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • SPY
  • SPAB
  • VGSH
  • TLH
  • QQQ
  • SCHO
  • SCHF
Traverso Chambers Private Wealth Management, LLC's Q4 2023 Portfolio
Filing on May 14, 2025 Q1 2025

Silverarc Capital Management, LLC

  • VRNA
  • MRUS
  • NUVL
  • AKRO
  • INSM
  • KALV
  • VCYT
Silverarc Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • JMEE
  • SPAB
  • JEPI
  • IVV
Advisory Resource Group's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

First Pacific Financial

  • JCPB
  • VUG
  • MDYV
  • VCIT
  • JPST
  • NUBD
  • FNDA
First Pacific Financial's Q1 2025 Portfolio