Filing on Apr 25, 2025 Q1 2025

Financial Consulate, Inc

  • SCHX
  • MFDX
  • FNDB
  • SCHF
  • DUHP
  • VTIP
  • SCHD
Financial Consulate, Inc's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Tree Line Advisors (Hong Kong) Ltd.

  • SE
  • CPNG
  • FCX
  • NVDA
  • AVGO
  • BE
Tree Line Advisors (Hong Kong) Ltd.'s Q1 2025 Portfolio
Filing on Oct 07, 2024 Q3 2024

Platte River Wealth Advisors, LLC

  • IVW
  • IVE
  • VTV
  • VUG
  • IWF
  • AAPL
  • QQQ
Platte River Wealth Advisors, LLC's Q3 2024 Portfolio
Filing on May 06, 2025 Q1 2025

Dorsey Wright & Associates

  • NVDA
  • AJG
  • SFM
  • TRGP
  • PLTR
  • CEG
  • META
Dorsey Wright & Associates's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Plimoth Trust CO LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • GOOGL
  • XOM
Plimoth Trust CO LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Ackerman Capital Advisors, LLC

  • VTEB
  • SPYG
  • VIGI
  • SCHG
  • SPYV
  • TFI
  • ACWV
Ackerman Capital Advisors, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Wespac Advisors So Cal, LLC

  • MSFT
  • AAPL
  • XLV
  • TMUS
  • SMH
  • IAI
  • WMT
Wespac Advisors So Cal, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Scissortail Wealth Management, LLC

  • VTI
  • IVW
  • QUAL
  • IVV
  • VEU
  • IBTF
  • AAPL
Scissortail Wealth Management, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Humankind Investments LLC

  • HKND
  • QQQ
  • SPY
  • AAPL
  • MSFT
  • VT
  • GLD
Humankind Investments LLC's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Wealth Advisory Solutions, LLC

  • SPY
  • IJH
  • SPLG
  • IJJ
  • LLY
  • AAPL
  • RSP
Wealth Advisory Solutions, LLC's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Greenstone Partners & Co., LLC

  • APP
  • CHTR
  • AYI
  • PAR
  • SCHW
  • GWRE
  • APPF
Greenstone Partners & Co., LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Corsair Capital Management, L.P.

  • VRT
  • MIR
  • LAUR
  • GDDY
  • LMB
  • SPY
  • CMPO
Corsair Capital Management, L.P.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Allegheny Financial Group LTD

  • ERIE
  • NVR
  • PVAL
  • DGRO
  • AAPL
  • ANSS
  • SCHG
Allegheny Financial Group LTD's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Cliffwater LLC

  • VTI
  • VTHR
  • ACWX
  • VGIT
  • VEA
  • FBRT
  • VWO
Cliffwater LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

H/2 Credit Manager LP

  • VRE
  • RLJ
  • INN
  • PK
  • DRH
  • DHC
  • SHO
H/2 Credit Manager LP's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Jsf Financial, LLC

  • IVV
  • CGGR
  • STIP
  • IEFA
  • IWX
  • AAPL
  • IWY
Jsf Financial, LLC's Q1 2025 Portfolio
Filing on Jan 14, 2025 Q4 2024

Signal Point Asset Management, LLC

  • ORLY
  • AAPL
  • VOO
  • VEA
  • VTI
  • WMT
  • MSFT
Signal Point Asset Management, LLC's Q4 2024 Portfolio
Filing on May 13, 2025 Q1 2025

Redmond Asset Management, LLC

  • JPM
  • JNJ
  • MKL
  • MSFT
  • V
  • BRK-B
  • XPO
Redmond Asset Management, LLC's Q1 2025 Portfolio