Filing on Nov 12, 2024 Q3 2024

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • JCPB
  • GTO
  • BOND
Acima Private Wealth, LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Sea Cliff Partners Management, LP

  • NABL
  • NICE
  • UDMY
  • COTY
  • AZEK
  • PLAY
  • JBT
Sea Cliff Partners Management, LP's Q3 2024 Portfolio
Filing on Oct 15, 2024 Q3 2024

Flagstone Financial Management

  • DFUS
  • IGIB
  • SPDW
  • SPSB
  • SPTI
  • BNDX
  • AVUV
Flagstone Financial Management's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Hilltop Partners LLC

  • VONE
  • SPYG
  • VTV
  • DBEF
  • SPHY
  • IJH
  • ICVT
Hilltop Partners LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Caden Capital Partners, LP

  • CCI
  • PCG
  • IFF
  • HUM
  • DHR
  • STE
  • UNH
Caden Capital Partners, LP's Q3 2024 Portfolio
Filing on Oct 22, 2024 Q3 2024

Arcataur Capital Management LLC

  • IVV
  • IJR
  • IJH
  • VEA
  • VWO
  • QQQ
  • SCHX
Arcataur Capital Management LLC's Q3 2024 Portfolio
Filing on Nov 13, 2024 Q3 2024

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFUV
  • DFAI
  • DFSD
  • DFAX
Legacy Financial Group, Inc.'s Q3 2024 Portfolio
Filing on Oct 28, 2024 Q3 2024

Fairfield Financial Advisors, LTD

  • QQQ
  • XLK
  • LLY
  • AAPL
  • AMZN
  • GOOGL
  • BRK-B
Fairfield Financial Advisors, LTD's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Ayal Capital Advisors LTD

  • SPY
  • MDU
  • B
  • GLNG
  • OFIX
  • BKD
  • CVCO
Ayal Capital Advisors LTD's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Borer Denton & Associates, Inc.

  • MSFT
  • BRK-B
  • COST
  • AAPL
  • HD
  • NVO
  • ABBV
Borer Denton & Associates, Inc.'s Q3 2024 Portfolio
Filing on Nov 01, 2024 Q3 2024

Xy Capital LTD

  • BHP
  • SPY
  • SPY
  • TCOM
  • YUMC
  • BEKE
  • BABA
Xy Capital LTD's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024
Filing on Oct 03, 2024 Q3 2024

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • BRK-B
  • IWF
Cjm Wealth Advisers, Ltd.'s Q3 2024 Portfolio
Filing on Oct 10, 2024 Q3 2024

Westend Capital Management, LLC

  • NVDA
  • AAPL
  • META
  • GE
  • CCJ
  • FLR
  • MSFT
Westend Capital Management, LLC's Q3 2024 Portfolio
Filing on Oct 22, 2024 Q3 2024

Ruedi Wealth Management, Inc.

  • DFAC
  • DFSD
  • DFUS
  • DFUV
  • DFAT
  • DFAX
  • DFIV
Ruedi Wealth Management, Inc.'s Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Millstreet Capital Management LLC

  • CPS
  • GSAT
Millstreet Capital Management LLC's Q3 2024 Portfolio
Filing on Oct 29, 2024 Q3 2024

Olympus Wealth Management, LLC

  • SPY
  • IEFA
  • VOO
  • SCHD
  • IEMG
  • GLD
  • DBC
Olympus Wealth Management, LLC's Q3 2024 Portfolio
Filing on Nov 14, 2024 Q3 2024

Jrm Investment Counsel, LLC

  • BRK-B
  • AVUS
  • VEA
  • AVLV
  • AVEM
  • AVUV
  • BRK-A
Jrm Investment Counsel, LLC's Q3 2024 Portfolio