Filing on May 06, 2025 Q1 2025

All Gen Financial Advisors, Inc.

  • BND
  • VTI
  • JCPB
  • IAU
  • VGSH
  • SPTM
  • VEU
All Gen Financial Advisors, Inc.'s Q1 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Harrell Investment Partners, LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • MSI
  • XLK
  • XLV
Harrell Investment Partners, LLC's Q1 2025 Portfolio
Filing on Jul 08, 2025 Q2 2025

Strategic Advocates LLC

  • QQQ
  • KOMP
  • BIV
  • RPV
  • SPLB
  • IEMG
  • IGSB
Strategic Advocates LLC's Q2 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Helix Partners Management LP

  • SPY
  • IWM
  • GNL
  • SATS
  • CIFR
  • SLM
  • PDM
Helix Partners Management LP's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Grey Rock Energy Management, LLC

  • GRNT
Grey Rock Energy Management, LLC's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Encompass More Asset Management

  • BUYW
  • USFR
  • TLT
  • SECT
  • GLDM
  • SGOL
  • AGOX
Encompass More Asset Management's Q1 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Tema Etfs LLC

  • ROK
  • AIT
  • TKR
  • LLY
  • FAST
  • VMC
  • PH
Tema Etfs LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Inceptionr LLC

  • PFE
  • WMB
  • WM
  • BRO
  • RSG
  • ORLY
  • OGE
Inceptionr LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Rovida Investment Management LTD

  • BA
  • NTB
  • KTOS
  • IWM
  • IBKR
  • GOOGL
  • BKNG
Rovida Investment Management LTD's Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Sivia Capital Partners, LLC

  • NVDA
  • VT
  • VOO
  • MSFT
  • AAPL
  • AMZN
  • BRK-B
Sivia Capital Partners, LLC's Q2 2025 Portfolio
Filing on Apr 21, 2025 Q1 2025

Long View Wealth Management

  • SCHD
  • HD
  • AAPL
  • ILCG
  • CGGR
  • GPC
  • SCHX
Long View Wealth Management's Q1 2025 Portfolio
Filing on May 14, 2024 Q1 2024

Orion Resource Partners (Usa) LP

  • SAND
  • IE
  • IAUX
  • DC
Orion Resource Partners (Usa) LP's Q1 2024 Portfolio
Filing on May 22, 2025 Q1 2025

Mattson Financial Services, LLC

  • AMZN
  • MSFT
  • NVDA
  • AAPL
  • SPLG
  • GOOG
  • META
Mattson Financial Services, LLC's Q1 2025 Portfolio
Filing on Jan 10, 2025 Q4 2024

Hilltop National Bank

  • MSFT
  • VOO
  • EFA
  • AAPL
  • NVDA
  • IVV
  • VOE
Hilltop National Bank's Q4 2024 Portfolio
Filing on May 15, 2025 Q1 2025

Palo Duro Investment Partners, LP

  • EQT
  • AR
  • CHRD
  • PR
  • CRC
  • GPOR
  • FANG
Palo Duro Investment Partners, LP's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Franklin Resources Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • UNH
Franklin Resources Inc's Q1 2025 Portfolio
Filing on Apr 23, 2025 Q1 2025

Virtus Wealth Solutions LLC

  • DWUS
  • DWAW
  • QQQ
  • NVDA
  • MOAT
  • FTCS
  • QQEW
Virtus Wealth Solutions LLC's Q1 2025 Portfolio
Filing on Jul 09, 2025 Q2 2025

Eldred Rock Partners, LLC

  • TSM
  • COF
  • GOOGL
  • VNT
  • BRK-B
  • ASML
  • EMR
Eldred Rock Partners, LLC's Q2 2025 Portfolio