Filing on Apr 17, 2025 Q1 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • TMO
  • CHD
  • RTX
  • LHX
  • NSC
M. Kraus & CO's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Droms Strauss Advisors Inc

  • IVV
  • GSLC
  • IVE
  • IVW
  • VTV
  • QQQ
  • IWO
Droms Strauss Advisors Inc 's Q1 2025 Portfolio
Filing on Apr 24, 2025 Q1 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • SPYV
  • VCIT
  • JPM
  • VCSH
  • BSV
Stone Point Wealth LLC's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Ht Partners LLC

  • SCHB
  • EFA
  • VEA
  • VTEB
  • VTI
  • EEM
  • QQQ
Ht Partners LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Wambolt & Associates, LLC

  • AAPL
  • NVDA
  • MSFT
  • EMXC
  • VB
  • BRK-B
  • AMZN
Wambolt & Associates, LLC's Q1 2025 Portfolio
Filing on May 08, 2025 Q1 2025

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHD
  • SCHG
  • SPY
  • VYM
  • SCHX
  • CGGR
Strategic Family Wealth Counselors, L.L.C.'s Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Sterling Investment Counsel, LLC

  • IVW
  • JEPI
  • QQQM
  • CGXU
  • AAPL
  • IJH
  • IVV
Sterling Investment Counsel, LLC's Q1 2025 Portfolio
Filing on Jan 17, 2024 Q4 2023

J Arnold Wealth Management CO

  • VOO
  • QQQ
  • AAPL
  • IHI
  • AMZN
  • ISRG
  • FXL
J Arnold Wealth Management CO's Q4 2023 Portfolio
Filing on May 13, 2025 Q1 2025

Syverson Strege & CO

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFAU
  • JPST
  • DFAI
Syverson Strege & CO's Q1 2025 Portfolio
Filing on Apr 18, 2025 Q1 2025

Wolf Group Capital Advisors

  • XLG
  • HAWX
  • VLUE
  • FTGC
  • VTV
  • AAPL
  • ONEV
Wolf Group Capital Advisors's Q1 2025 Portfolio
Filing on Apr 25, 2025 Q1 2025

Lansing Street Advisors

  • VOO
  • MCD
  • CMG
  • QQQ
  • VEA
  • SPY
  • IVW
Lansing Street Advisors's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

True Wind Capital Management, L.P.

  • CLBT
  • LPRO
True Wind Capital Management, L.P.'s Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Investment Advisory Group, LLC

  • VYM
  • VUG
  • DFAC
  • IJR
  • IVV
  • DFUS
  • AAPL
Investment Advisory Group, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Muhlenkamp & CO Inc

  • MCK
  • EQT
  • BRK-B
  • RUSHA
  • NMIH
  • AEM
  • RGLD
Muhlenkamp & CO Inc's Q1 2025 Portfolio
Filing on Apr 08, 2025 Q1 2025

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • MOAT
  • NEE
  • META
  • ENB
  • GOOGL
S.E.E.D. Planning Group LLC's Q1 2025 Portfolio
Filing on May 27, 2025 Q1 2025

Sws Partners

  • IVV
  • SCHR
  • IJH
  • SPYD
  • SCHX
  • NTRA
  • NVDA
Sws Partners's Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Provident Wealth Management, LLC

  • TSPA
  • COWZ
  • SCHG
  • DGRO
  • SCHX
  • VOE
  • VOT
Provident Wealth Management, LLC's Q1 2025 Portfolio
Filing on Feb 13, 2024 Q4 2023