Filing on Feb 13, 2024 Q4 2023
Filing on Jul 07, 2025 Q2 2025

Veery Capital, LLC

  • SCHG
  • SCHV
  • IDEV
  • VUG
  • VTV
  • BND
  • IEFA
Veery Capital, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Lee Johnson Capital Management, LLC

  • SGOV
  • JEPI
  • JEPQ
  • IWM
  • NVDA
  • AXON
  • HOOD
Lee Johnson Capital Management, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Investment Advisory Services Inc

  • VIG
  • QQQ
  • MSFT
  • JEPI
  • COWZ
  • WMT
  • AAPL
Investment Advisory Services Inc 's Q2 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • NVDA
  • LMT
  • VTIP
  • MSFT
  • AMZN
Jeppson Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Family Capital Trust CO

  • ADBE
  • IEFA
  • JPM
  • AGG
  • IMTM
  • AXP
  • GOOGL
Family Capital Trust CO's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Mach 1 Financial Group, LLC

  • JCPB
  • QQQ
  • AVLV
  • SDVY
  • RDVY
  • UCON
  • CWI
Mach 1 Financial Group, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Whitefort Capital Management, LP

  • GLD
  • ROIV
  • ABUS
  • YY
  • GNW
  • LQDA
  • CDZI
Whitefort Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Gimbel Daniel Scott

  • CRC
  • TCBI
Gimbel Daniel Scott's Q2 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Tfg Advisers LLC

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • COST
  • AMZN
  • ADP
Tfg Advisers LLC's Q2 2025 Portfolio
Filing on Aug 05, 2025 Q2 2025

Westwood Wealth Management

  • NVDA
  • META
  • AAPL
  • QLD
  • AVGO
  • MSFT
  • GOOGL
Westwood Wealth Management's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Financial Life Advisors

  • IVW
  • IVE
  • SCHZ
  • SPMB
  • DYNF
  • EFV
  • IUSB
Financial Life Advisors's Q2 2025 Portfolio
Filing on Jul 22, 2025 Q2 2025

Kercheville Advisors, LLC

  • AMZN
  • AAPL
  • META
  • AEM
  • NFLX
  • NVDA
  • COST
Kercheville Advisors, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Centennial Wealth Advisory LLC

  • BUFD
  • AVIG
  • IVV
  • BUFR
  • BUFT
  • BUFQ
  • SPYG
Centennial Wealth Advisory LLC's Q2 2025 Portfolio
Filing on Feb 13, 2025 Q4 2024

Chiron Investment Management, LLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TSM
  • META
  • PM
Chiron Investment Management, LLC's Q4 2024 Portfolio
Filing on Jul 11, 2025 Q2 2025

Bond & Devick Financial Network, Inc.

  • EQWL
  • ESGD
  • JCPB
  • SCHZ
  • IEI
  • SCHB
  • NDSN
Bond & Devick Financial Network, Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Cito Capital Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • META
  • V
  • MS
  • AMZN
Cito Capital Group, LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Tekne Capital Management, LLC

  • GDS
  • BZ
  • STNE
  • HEPS
Tekne Capital Management, LLC's Q2 2025 Portfolio