Filing on Aug 14, 2025 Q2 2025

Prevail Innovative Wealth Advisors, LLC

  • FLBL
  • SRLN
  • NVDA
  • AAPL
  • VCIT
  • XOM
  • QQQM
Prevail Innovative Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Builder Investment Group Inc /Adv

  • NVDA
  • DFAS
  • LLY
  • DFAI
  • MSFT
  • EQX
  • PAAS
Builder Investment Group Inc /Adv's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Perbak Capital Partners LLP

  • RSP
  • XLI
  • SPY
  • XLP
  • XLF
  • XLV
  • IGV
Perbak Capital Partners LLP's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Generali Investments, Management CO LLC

  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • AAPL
  • AVGO
Generali Investments, Management CO LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Aster Capital Management (Difc) LTD

  • PLTR
  • XOM
  • ARKK
  • IYR
  • PG
  • PGR
  • QCOM
Aster Capital Management (Difc) LTD's Q2 2025 Portfolio
Filing on Jul 21, 2025 Q2 2018

Credential Securities Inc.

  • TD
  • CNQ
  • BNS
  • CNI
  • V
  • MFC
  • TMO
Credential Securities Inc.'s Q2 2018 Portfolio
Filing on Oct 20, 2025 Q3 2025

3 Chopt Investment Partners, LLC

  • VOO
  • NVDA
  • VB
  • AAPL
  • MSFT
  • GOOG
  • AVGO
3 Chopt Investment Partners, LLC's Q3 2025 Portfolio
Filing on Oct 10, 2025 Q3 2025

Fairvoy Private Wealth, LLC

  • RSP
  • IVV
  • SHV
  • PULS
  • LMBS
  • FTSL
  • AAPL
Fairvoy Private Wealth, LLC's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Centurion Wealth Management LLC

  • GSLC
  • AAPL
  • JEPI
  • IVV
  • JEPQ
  • NVDA
  • DYNF
Centurion Wealth Management LLC's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Mc Carthy & Cox

  • JCPB
  • VIG
  • JPIB
  • JAAA
  • GSSC
  • BSCP
  • JSMD
Mc Carthy & Cox's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Halter Ferguson Financial Inc.

  • TSLA
  • QQQ
  • LMND
  • TSLA
  • SPY
  • AEHR
  • UPST
Halter Ferguson Financial Inc.'s Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Barclays PLC

  • SPY
  • SPY
  • MSFT
  • NVDA
  • QQQ
  • AAPL
  • IWM
Barclays PLC's Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Financial Security Advisor, Inc.

  • CGGR
  • RPG
  • BRK-B
  • USFR
  • MSFT
  • SPSM
  • JPST
Financial Security Advisor, Inc.'s Q2 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Verum Partners LLC

  • VOO
  • GOVT
  • IJR
  • JPST
  • IVV
  • FNDF
  • SYLD
Verum Partners LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Inceptionr LLC

  • ACM
  • RJF
  • WM
  • C
  • AZO
  • PCAR
  • PAYX
Inceptionr LLC's Q2 2025 Portfolio
Filing on Oct 08, 2025 Q3 2025

Wealth Group LTD

  • IVV
  • BBUS
  • QUAL
  • VGT
  • VOO
  • QQQ
  • COWZ
Wealth Group LTD's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Voisard Asset Management Group, Inc.

  • SPTM
  • AVLV
  • SLQD
  • SPTI
  • IUSG
  • JCPB
  • SCHF
Voisard Asset Management Group, Inc.'s Q3 2025 Portfolio
Filing on Aug 02, 2023 Q2 2023

Efg Capital International Corp.

  • MSFT
  • IWM
  • AAPL
  • AMZN
  • MA
  • UNH
  • VRSK
Efg Capital International Corp.'s Q2 2023 Portfolio